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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
SIA
1951
SkyView Investment Advisors
New Jersey
FT
1952
Fiduciary Trust
Massachusetts
ONST
1953
Old North State Trust
North Carolina
PFC
1954
Phocas Financial Corp
California
PPWM
1955
PFG Private Wealth Management
Florida
PWMG
1956
Pinnacle Wealth Management Group
Michigan
SPW
1957
Surience Private Wealth
Washington
LWM
1958
Lakeridge Wealth Management
Ohio
RFP
1959
Root Financial Partners
California
PAMG
1960
Patton Albertson Miller Group
Tennessee
WWA
1961
Wealth Watch Advisors
Colorado
NA
1962
Nottingham Advisors
New York
AFA
1963
AllGen Financial Advisors
Florida
AIA
1964
AssuredPartners Investment Advisors
Florida
PWMG
1965
Pioneer Wealth Management Group
Texas
Wealthfront Advisers
1966
Wealthfront Advisers
California
HA
1967
Herold Advisors
New York
KW
1968
KWB Wealth
California
KL
1969
KWMG LLC
Kansas
RWB
1970
RMR Wealth Builders
New Jersey
AFO
1971
Allie Family Office
Florida
PCMF
1972
Private Capital Management (Florida)
Florida
CCG
1973
Coastwise Capital Group
California
RT
1974
Rockland Trust
Massachusetts
FS
1975
Financial Symmetry
North Carolina