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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
CP
1501
Canopy Partners
Ohio
$341K
EDRH
1502
Edmond de Rothschild Holding
Switzerland
$341K
RBC
1503
Romano Brothers & Co
Illinois
$341K
WP
1504
Westmount Partners
California
$341K
WBC
1505
West Branch Capital
Massachusetts
$341K
HCP
1506
Hardin Capital Partners
South Carolina
$340K
DFG
1507
Delta Financial Group
New Jersey
$339K
WW
1508
Westshore Wealth
California
$338K
MGW
1509
MB Generational Wealth
Washington
$338K
WCWM
1510
Willow Creek Wealth Management
California
$334K
ATC
1511
Argent Trust Co
Tennessee
$334K
CBA
1512
Coastal Bridge Advisors
Connecticut
$333K
HCP
1513
Hexagon Capital Partners
Arkansas
$332K
SWM
1514
Segment Wealth Management
Texas
$331K
SWA
1515
SOA Wealth Advisors
New York
$331K
FWMP
1516
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$329K
YDMI
1517
Y.D. More Investments
Israel
$328K
AF
1518
Abound Financial
California
$328K
NAS
1519
Nicolet Advisory Services
Wisconsin
$327K
ACA
1520
Affinity Capital Advisors
California
$324K
MC
1521
Middleton & Co
Massachusetts
$321K
GIM
1522
Goelzer Investment Management
Indiana
$321K
WJWM
1523
Williams Jones Wealth Management
New York
$321K
WIA
1524
Wetzel Investment Advisors
Indiana
$321K
BWM
1525
Brickley Wealth Management
California
$320K