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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
NIM
201
NEOS Investment Management
Connecticut
$40.9M
BWS
202
Buck Wealth Strategies
Colorado
$40.7M
FSC
203
Full Sail Capital
Oklahoma
$40.4M
GP
204
Gridiron Partners
Pennsylvania
$40.2M
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$40.2M
DFC
206
DB Fitzpatrick & Co
Idaho
$39.9M
PAG
207
Private Advisor Group
New Jersey
$39.7M
TPCW
208
TD Private Client Wealth
New York
$39.7M
PCG
209
Prosperity Consulting Group
Maryland
$39.3M
LFS
210
Legacy Financial Strategies
Kansas
$39.3M
EH
211
Equitable Holdings
New York
$39.2M
TWA
212
Tandem Wealth Advisors
Arizona
$39.1M
TCM
213
Twele Capital Management
Minnesota
$39.1M
AIA
214
Arbor Investment Advisors
North Carolina
$39.1M
SPP
215
Single Point Partners
Massachusetts
$38.7M
AWM
216
Abound Wealth Management
Tennessee
$38.5M
FWC
217
First Washington Corp
Washington
$38M
AFAS
218
Acorn Financial Advisory Services
Virginia
$37.8M
FBFS
219
First Business Financial Services
Wisconsin
$37.6M
FPCP
220
Fort Point Capital Partners
California
$37.4M
RSWM
221
Robertson Stephens Wealth Management
California
$37.4M
PWM
222
Prentice Wealth Management
New York
$37.4M
FBB
223
Fulton Breakefield Broenniman
Maryland
$37.3M
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$37.2M
AG
225
Ascent Group
Virginia
$37.2M