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iShares Core US Aggregate Bond ETF

1,924 hedge funds and large institutions have $116B invested in iShares Core US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 959 increasing their positions, 594 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.08M

61% more repeat investments, than reductions

Existing positions increased: 959 | Existing positions reduced: 594

59% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,9031,924 (+21)

1% less capital invested

Capital invested by funds: $117B → $116B (-$940M)

2.91% less ownership

Funds ownership: 93.16%90.25% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 353337 (-16)

Holders
1,924
Holders Change
+21
Holders Change %
+1.1%
% of All Funds
25.26%
Holding in Top 10
337
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.53%
% of All Funds
4.42%
New
156
Increased
959
Reduced
594
Closed
98
Calls
$17.8M
Puts
$2.08M
Net Calls
+$15.7M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bristlecone Advisors
Washington
$38.6M -$418K -4,216 -1%
FBB
227
Fulton Breakefield Broenniman
Maryland
$38.6M +$729K +7,345 +2%
BAM
228
Brave Asset Management
New Jersey
$38.5M +$460K +4,640 +1%
LBC
229
Lowe Brockenbrough & Co
Virginia
$38M -$16.1M -162,394 -30%
BSSFA
230
Baron Silver Stevens Financial Advisors
Florida
$37.5M +$1.48M +14,935 +4%
PWA
231
Provenance Wealth Advisors
Florida
$37.3M +$631K +6,359 +2%
VWA
232
Visionary Wealth Advisors
Illinois
$37.3M +$11.8M +119,025 +47%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$37.2M -$5.72M -57,682 -13%
ST
234
Smithfield Trust
Pennsylvania
$36.8M +$4.37M +44,082 +14%
GAM
235
Gotham Asset Management
New York
$36.8M +$1.2M +12,050 +3%
WANY
236
Wealthspire Advisors (New York)
New York
$36.7M -$11.2M -112,646 -24%
FBFS
237
First Business Financial Services
Wisconsin
$36.4M +$634K +6,390 +2%
AIP
238
Ameritas Investment Partners
Nebraska
$36M +$1.28M +12,933 +4%
BFA
239
Bright Financial Advisors
Michigan
$35.4M +$2.33M +23,511 +7%
TA
240
Tectonic Advisors
Texas
$35.4M +$258K +2,601 +0.7%
LS
241
Liquid Strategies
Georgia
$35.3M -$13.1M -132,314 -27%
BF
242
BOK Financial
Oklahoma
$35.3M +$1.8M +18,132 +5%
TCM
243
Towercrest Capital Management
Pennsylvania
$34.6M +$3.66M +36,938 +12%
SIM
244
Strategic Investment Management
Virginia
$34.6M -$40.7K -410 -0.1%
BWCS
245
Beirne Wealth Consulting Services
Connecticut
$34.2M +$740K +7,456 +2%
SWM
246
Shakespeare Wealth Management
Wisconsin
$33.9M +$33.6M +338,563 New
LI
247
LVZ Inc
Michigan
$33.7M +$362K +3,653 +1%
LWA
248
Lineweaver Wealth Advisors
Ohio
$33.3M +$5.36M +54,013 +19%
FMC
249
First Merchants Corp
Indiana
$33M -$264K -2,657 -0.8%
KOC
250
Koss-Olinger Consulting
Florida
$33M -$134K -1,347 -0.4%