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iShares Core US Aggregate Bond ETF

1,890 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 839 increasing their positions, 735 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
350
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.8M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1501
Tempus Wealth Planning
California
$348K
LAM
1502
Lewis Asset Management
California
$348K
BWM
1503
Brickley Wealth Management
California
$348K
EFG
1504
Everhart Financial Group
Ohio
$346K
JFG
1505
Jefferies Financial Group
New York
$344K
CP
1506
Canopy Partners
Ohio
$342K
EDRH
1507
Edmond de Rothschild Holding
Switzerland
$342K
RBC
1508
Romano Brothers & Co
Illinois
$342K
GFG
1509
GR Financial Group
Arizona
$341K
AC
1510
AlphaCore Capital
California
$340K
SWM
1511
Segment Wealth Management
Texas
$340K
NFA
1512
Northwest Financial Advisors
Virginia
$339K
SWA
1513
SOA Wealth Advisors
New York
$337K
CTI
1514
Community Trust & Investment
Kentucky
$337K
NA
1515
Note Advisors
New York
$336K
WW
1516
Westshore Wealth
California
$336K
WCWM
1517
Willow Creek Wealth Management
California
$335K
GIM
1518
Goelzer Investment Management
Indiana
$335K
WP
1519
Westmount Partners
California
$334K
FNB
1520
Farmers National Bank
Kentucky
$333K
FMP
1521
Financial Management Professionals
Texas
$333K
ATC
1522
Argent Trust Co
Tennessee
$331K
WDL
1523
Well Done LLC
Michigan
$330K
FWMP
1524
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$330K
HCP
1525
Hardin Capital Partners
South Carolina
$330K