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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
AC
1801
AlphaCore Capital
California
$40.4K
RWM
1802
Ruedi Wealth Management
Illinois
$38.7K
CWM
1803
Copia Wealth Management
Oregon
$38.5K
C
1804
Covestor
United Kingdom
$38K
HBW
1805
Hazlett, Burt & Watson
West Virginia
$37K
MIM
1806
MTM Investment Management
South Carolina
$36.6K
LI
1807
LRI Investments
Florida
$34.2K
RBC
1808
Roble Belko & Company
Pennsylvania
$33K
GP
1809
Greenline Partners
New York
$31.5K
CWM
1810
Consultiva Wealth Management
Puerto Rico
$31.4K
JAM
1811
JCIC Asset Management
Ontario, Canada
$31.2K
BMC
1812
Bear Mountain Capital
Washington
$31K
EWA
1813
Elevate Wealth Advisory
Georgia
$30.8K
BOJHT
1814
Bank of Jackson Hole Trust
Wyoming
$30.3K
WWM
1815
Wagner Wealth Management
South Carolina
$30.2K
PAIM
1816
Punch & Associates Investment Management
Minnesota
$29.7K
GWP
1817
Gen-Wealth Partners
Michigan
$29.3K
WAG
1818
Wiser Advisor Group
Arizona
$27.9K
WTA
1819
Washington Trust Advisors
Massachusetts
$26K
T
1820
Transce3nd
Texas
$25.9K
BCPWM
1821
Bradley & Co Private Wealth Management
Florida
$25.1K
BFP
1822
Briaud Financial Planning
Texas
$25K
SA
1823
SRH Advisors
Kansas
$24.7K
GFPC
1824
Global Financial Private Client
Florida
$24.4K
AWM
1825
AllSquare Wealth Management
New York
$23.2K