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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
WFL
1651
Wealth Forward LLC
North Dakota
$233K
DWM
1652
Daner Wealth Management
Georgia
$233K
RIL
1653
Rothschild Investment LLC
Illinois
$232K
PWM
1654
Palacios Wealth Management
Florida
$232K
FDW
1655
Fourth Dimension Wealth
Ohio
$232K
FA
1656
Fiduciary Alliance
South Carolina
$232K
MA
1657
MONECO Advisors
Connecticut
$231K
BOPW
1658
Brandywine Oak Private Wealth
Pennsylvania
$230K
FMTC
1659
Farmers & Merchants Trust Company
California
$230K
LOPW
1660
Live Oak Private Wealth
North Carolina
$229K
SOAG
1661
Silver Oak Advisory Group
Oregon
$229K
KFGK
1662
Keystone Financial Group (Kentucky)
Kentucky
$228K
ESB
1663
Essex Savings Bank
Connecticut
$228K
AP
1664
Appleton Partners
Massachusetts
$228K
PMA
1665
Prudent Man Advisors
Illinois
$228K
EFG
1666
Ehrlich Financial Group
California
$227K
EP
1667
Essential Planning
New Hampshire
$227K
HBT
1668
Hills Bank & Trust
Iowa
$226K
CPWA
1669
Cerro Pacific Wealth Advisors
California
$226K
BO
1670
Bank OZK
Arkansas
$226K
JGCM
1671
Joseph Group Capital Management
Ohio
$226K
FW
1672
FullCircle Wealth
Texas
$226K
AIA
1673
Allied Investment Advisors
Montana
$225K
WWM
1674
Waterway Wealth Management
Texas
$225K
BPC
1675
Banque Pictet & Cie
Switzerland
$224K