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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
OIA
1876
Optimum Investment Advisors
Illinois
$5.93K
VCM
1877
Versant Capital Management
Arizona
$5.84K
GWS
1878
Glassman Wealth Services
Virginia
$5.34K
VNA
1879
Valley National Advisers
Pennsylvania
$5K
HFS
1880
Hughes Financial Services
Virginia
$4.95K
NEAM
1881
New England Asset Management
Connecticut
$4.95K
PA
1882
Pineridge Advisors
Missouri
$4.75K
WAM
1883
WFA Asset Management
Wisconsin
$4.73K
GWSA
1884
Global Wealth Strategies & Associates
Colorado
$4.46K
CMP
1885
Coston McIsaac & Partners
Maine
$4K
MSWA
1886
Marshall & Sterling Wealth Advisors
New York
$3.86K
EWM
1887
EPG Wealth Management
Georgia
$3.78K
HPC
1888
HM Payson & Co
Maine
$3.56K
CWM
1889
Compass Wealth Management
Connecticut
$3.17K
IHWM
1890
Iron Horse Wealth Management
Iowa
$3.13K
DPW
1891
DiNuzzo Private Wealth
Pennsylvania
$3.07K
BWAM
1892
Boyd Watterson Asset Management
Ohio
$2.97K
SC
1893
Solstein Capital
California
$2.87K
CFS
1894
Compass Financial Services
Iowa
$2.79K
1NWS
1895
1 North Wealth Services
Maryland
$2.77K
FRA
1896
Front Row Advisors
California
$2.67K
NA
1897
Nordwand Advisors
Pennsylvania
$2.67K
DWS
1898
Dynamic Wealth Strategies
California
$2.59K
DJSG
1899
D.J. St. Germain
Massachusetts
$2.47K
TIM
1900
Tortoise Investment Management
New York
$2.15K