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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
AA
1951
Atmos Advisory
Pennsylvania
JCM
1952
Janney Capital Management
Pennsylvania
AA
1953
ACT Advisors
North Carolina
IAS
1954
IMA Advisory Services
Colorado
CIM
1955
Confluence Investment Management
Missouri
LWL
1956
Leo Wealth LLC
Texas
WF
1957
WinCap Financial
Massachusetts
TFM
1958
TFC Financial Management
Massachusetts
CF
1959
Convergence Financial
Missouri
FWA
1960
FSC Wealth Advisors
New York
HWP
1961
Hibernia Wealth Partners
Louisiana
OA
1962
Oxbow Advisors
Texas
ClearBridge Investments
1963
ClearBridge Investments
New York
PA
1964
Paragon Advisors
Texas
AWP
1965
Abacus Wealth Partners
California
TIAM2
1966
Tru Independence Asset Management 2
Oregon
OWA
1967
Opal Wealth Advisors
New York
RPWA
1968
Regent Peak Wealth Advisors
Georgia
HFS
1969
Hoge Financial Services
Pennsylvania
PCM
1970
Parsons Capital Management
Rhode Island
BW
1971
BostonPremier Wealth
Massachusetts
BCM
1972
BluePointe Capital Management
California
GWM
1973
GDS Wealth Management
Texas
LC
1974
Lavaca Capital
Texas
TA
1975
TrueWealth Advisors
Alabama