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iShares Core US Aggregate Bond ETF

1,906 hedge funds and large institutions have $111B invested in iShares Core US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 841 increasing their positions, 719 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.7M
Puts
$995K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
1301
Magnolia Private Wealth
Pennsylvania
$602K
BDFN
1302
Bond & Devick Financial Network
Minnesota
$601K
PF
1303
PlanWiser Financial
Colorado
$601K
MAS
1304
Madden Advisory Services
Florida
$601K
RIM
1305
Redwood Investment Management
Arizona
$598K
FC
1306
Financial Consulate
Maryland
$596K
WWM
1307
Woodside Wealth Management
Massachusetts
$595K
PPWP
1308
Premier Path Wealth Partners
New Jersey
$594K
OWM
1309
Orgel Wealth Management
Wisconsin
$590K
VCP
1310
Verus Capital Partners
Arizona
$589K
PP
1311
PrairieView Partners
Minnesota
$589K
VAG
1312
VisionPoint Advisory Group
Texas
$588K
HIP
1313
HUB Investment Partners
Texas
$587K
BRIA
1314
Balanced Rock Investment Advisors
Massachusetts
$587K
TDWM
1315
Topel & Distasi Wealth Management
California
$587K
SFS
1316
Summit Financial Strategies
Ohio
$582K
ICM
1317
IMS Capital Management
Oregon
$581K
WAG
1318
Winthrop Advisory Group
Massachusetts
$580K
WTC
1319
WhitTier Trust Company
Nevada
$578K
OWA
1320
Oak Wealth Advisors
Illinois
$574K
PFG
1321
PAX Financial Group
Texas
$570K
AQR Capital Management
1322
AQR Capital Management
Connecticut
$569K
TWM
1323
TSA Wealth Management
Texas
$567K
BFGL
1324
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$566K
FF
1325
Finley Financial
Nevada
$566K