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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
FH
1976
Financial Harvest
Florida
AC
1977
Avestar Capital
New York
NCM
1978
Noesis Capital Mangement
Florida
STFP
1979
Signal Tree Financial Partners
Ohio
LWM
1980
Liberty Wealth Management
California
I
1981
INVST
Indiana
CC
1982
Commons Capital
Massachusetts
ARG
1983
Advisory Resource Group
Oklahoma
PL
1984
Plancorp LLC
Missouri
CIA
1985
Cascade Investment Advisors
Oregon
CFA
1986
CWS Financial Advisors
Michigan
BMWS
1987
Brady Martz Wealth Solutions
North Dakota
DFG
1988
Dynamic Financial Group
Iowa
WG
1989
Watchman Group
Texas
HG
1990
Harbor Group
New Hampshire
EP
1991
Edgestream Partners
New Jersey
CIA
1992
Cohen Investment Advisors
New Hampshire
EFS
1993
Essex Financial Services
Connecticut
NIM
1994
Nicollet Investment Management
Minnesota
SIA
1995
Spectrum Investment Advisors
Wisconsin
GCA
1996
Gallagher Capital Advisors
Texas
1WM
1997
1900 Wealth Management
Texas
MSA
1998
Marino Stram & Associates
Massachusetts
RMAM
1999
Raab & Moskowitz Asset Management
New Jersey
DWM
2000
Dopkins Wealth Management
New York