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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
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$32.8M -$8.15M -82,193 -20%
VCA
252
Verdence Capital Advisors
Maryland
$32.8M +$9.43M +95,032 +42%
AF
253
Advisornet Financial
Minnesota
$32.5M +$1.87M +18,852 +6%
GA
254
Greenspring Advisors
Maryland
$32.4M +$32.1M +323,485 New
UBV
255
United Bank (Virginia)
Virginia
$30.9M -$556K -5,608 -2%
EPP
256
ETF Portfolio Partners
Kansas
$30.7M +$903K +9,104 +3%
GVAG
257
Great Valley Advisor Group
Delaware
$30.6M +$344K +3,470 +1%
UW
258
Unique Wealth
Florida
$30.4M +$513K +5,174 +2%
FG
259
Fiduciary Group
Georgia
$30.3M +$4.47M +45,047 +18%
FBT
260
First Bank & Trust
South Dakota
$30.3M +$788K +7,940 +3%
JSL
261
JT Stratford LLC
Georgia
$30.1M -$13.9M -139,697 -32%
FCAM
262
First Citizens Asset Management
North Carolina
$29.9M -$35.6M -358,319 -55%
FCIS
263
First Citizens Investor Services
North Carolina
$29.9M +$29.5M +297,831 New
FWC
264
First Washington Corp
Washington
$29.9M -$8.53M -85,985 -22%
NW
265
NewEdge Wealth
Pennsylvania
$29.6M +$4.86M +48,997 +20%
SWM
266
Spire Wealth Management
Virginia
$29.2M -$388K -3,911 -1%
LPT
267
Legacy Private Trust
Wisconsin
$29.1M +$2.22M +22,397 +8%
SA
268
Sanctuary Advisors
Indiana
$29.1M +$1.02M +10,273 +4%
ZF
269
Zhang Financial
Michigan
$29M +$6.91M +69,636 +32%
SF
270
Summit Financial
New Jersey
$28.9M +$4.64M +46,785 +19%
SC
271
Syon Capital
California
$28.8M +$562K +5,668 +2%
Man Group
272
Man Group
United Kingdom
$28.6M +$1.76M +17,757 +7%
WIA
273
World Investment Advisors
California
$28.6M +$270K +2,722 +1%
AI
274
Atria Investments
North Carolina
$28.6M +$10.1M +101,418 +55%
FCIM
275
Fairview Capital Investment Management
California
$28.4M -$695K -7,004 -2%