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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
HCA
1701
Harbour Capital Advisors
Virginia
$207K
TCOT
1702
Trust Company of Toledo
Ohio
$206K
FWP
1703
Falcon Wealth Planning
California
$205K
PWA
1704
Primoris Wealth Advisors
Florida
$205K
PHIC
1705
Pine Haven Investment Counsel
Massachusetts
$205K
MWM
1706
Maltin Wealth Management
New Jersey
$204K
EWM
1707
Evercore Wealth Management
New York
$203K
PWM
1708
Partners Wealth Management
California
$203K
WCP
1709
Wick Capital Partners
Pennsylvania
$202K
FHC
1710
First Heartland Consultants
Missouri
$202K
TWM
1711
TCFG Wealth Management
California
$201K
WIC
1712
Woodmont Investment Counsel
Tennessee
$201K
DAM
1713
Delta Asset Management
Tennessee
$201K
FIM
1714
FWL Investment Management
Texas
$200K
MCA
1715
Midwest Capital Advisors
Michigan
$197K
TFM
1716
TFC Financial Management
Massachusetts
$192K
CIA
1717
Cape Investment Advisory
Georgia
$191K
KSWA
1718
Kathleen S. Wright Associates
Pennsylvania
$184K
RMP
1719
Richards, Merrill & Peterson
Washington
$183K
KFI
1720
Key Financial Inc
Pennsylvania
$182K
ITIM
1721
Indiana Trust & Investment Management
Indiana
$181K
CB
1722
CNB Bank
Pennsylvania
$178K
GTAM
1723
Global Trust Asset Management
Florida
$178K
DSC
1724
Duncker Streett & Co
Missouri
$178K
BDPWM
1725
Barnes Dennig Private Wealth Management
Ohio
$174K