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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
WIA
1351
Wealthedge Investment Advisors
New York
$529K
EFG
1352
Elios Financial Group
Ohio
$528K
KAS
1353
KPP Advisory Services
Kentucky
$528K
OWP
1354
ORG Wealth Partners
Texas
$526K
WWA
1355
Wingate Wealth Advisors
Massachusetts
$526K
FWP
1356
FAS Wealth Partners
Kansas
$525K
BWM
1357
BKM Wealth Management
Wisconsin
$524K
SS
1358
Sunbelt Securities
Texas
$522K
CCB
1359
Country Club Bank
Missouri
$520K
GCA
1360
Gradient Capital Advisors
California
$518K
MCA
1361
MSH Capital Advisors
Arizona
$518K
PAM
1362
Palisade Asset Management
Minnesota
$515K
PW
1363
PUREfi Wealth
Massachusetts
$513K
NG
1364
NWK Group
California
$513K
CA
1365
Claro Advisors
Massachusetts
$502K
NCFG
1366
New Century Financial Group
New Jersey
$501K
RF
1367
RHS Financial
California
$500K
CB
1368
Cadence Bank
Mississippi
$499K
EWA
1369
Etesian Wealth Advisors
Oregon
$499K
HWM
1370
HFG Wealth Management
Texas
$496K
AR
1371
Apeiron RIA
Texas
$496K
QWM
1372
Quadcap Wealth Management
Texas
$496K
VFM
1373
Vision Financial Markets
Connecticut
$495K
BFA
1374
Beacon Financial Advisory
Ohio
$492K
RWIA
1375
Roger Wittlin Investment Advisory
California
$491K