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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
TC
151
Trust Company
Kansas
$63.1M
KPWS
152
Kestra Private Wealth Services
Texas
$63.1M
BBA
153
BLB&B Advisors
Pennsylvania
$63.1M
SHGA
154
Sand Hill Global Advisors
California
$62.5M
CHP
155
Cable Hill Partners
Oregon
$62.5M
MCWS
156
McKinley Carter Wealth Services
West Virginia
$62.1M
EA
157
Efficient Advisors
Ohio
$60.3M
M&T Bank
158
M&T Bank
New York
$60.2M
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$59.8M
BHWM
160
Bar Harbor Wealth Management
New Hampshire
$59M
JWA
161
JFS Wealth Advisors
Pennsylvania
$58M
1CP
162
1607 Capital Partners
Virginia
$57.7M
SGI
163
Summit Global Investments
Utah
$57.2M
PAS
164
Park Avenue Securities
New York
$55.1M
BB
165
Bell Bank
North Dakota
$54.5M
RhumbLine Advisers
166
RhumbLine Advisers
Massachusetts
$54M
Lido Advisors
167
Lido Advisors
California
$54M
BFG
168
Bouchey Financial Group
New York
$53.9M
WANY
169
Wealthspire Advisors (New York)
New York
$52.5M
AFC
170
Adaptive Financial Consulting
Ohio
$52.3M
SB
171
Sunflower Bank
Texas
$51.5M
FCBT
172
First Citizens Bank & Trust
North Carolina
$51.1M
LS
173
Liquid Strategies
Georgia
$50.7M
EIG
174
Ellenbecker Investment Group
Wisconsin
$50.7M
ANB
175
Amarillo National Bank
Texas
$50.5M