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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
TCWM
1676
Total Clarity Wealth Management
Illinois
$211K
LPP
1677
Life Planning Partners
Florida
$210K
LSIA
1678
LaSalle St. Investment Advisors
Illinois
$209K
AWM
1679
Accredited Wealth Management
Kentucky
$208K
PAM
1680
PCG Asset Management
New Jersey
$208K
BCM
1681
Boltwood Capital Management
California
$208K
GCL
1682
Gouws Capital LLC
North Carolina
$208K
RWB
1683
RMR Wealth Builders
New Jersey
$208K
MG
1684
McHugh Group
Ohio
$207K
Loomis, Sayles & Company
1685
Loomis, Sayles & Company
Massachusetts
$206K
AP
1686
Appleton Partners
Massachusetts
$206K
PCMF
1687
Private Capital Management (Florida)
Florida
$205K
TCOT
1688
Trust Company of Toledo
Ohio
$205K
CCG
1689
Coastwise Capital Group
California
$205K
AFO
1690
Allie Family Office
Florida
$205K
WDL
1691
Well Done LLC
Michigan
$204K
PHIC
1692
Pine Haven Investment Counsel
Massachusetts
$204K
VPWA
1693
Vestia Personal Wealth Advisors
Indiana
$204K
RT
1694
Rockland Trust
Massachusetts
$204K
HCA
1695
Harbour Capital Advisors
Virginia
$203K
PWM
1696
Partners Wealth Management
California
$202K
FWP
1697
Falcon Wealth Planning
California
$202K
FS
1698
Financial Symmetry
North Carolina
$202K
EWM
1699
Evercore Wealth Management
New York
$202K
HIIFS
1700
Harel Insurance Investments & Financial Services
Israel
$202K