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iShares Core US Aggregate Bond ETF

1,915 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 155 funds opening new positions, 956 increasing their positions, 592 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$949M)

2.91% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$2.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
276
Grey Fox Wealth Advisors
Delaware
$28.3M
GBI
277
GP Brinson Investments
Illinois
$28.1M
CPA
278
Capital Performance Advisors
California
$28.1M
BIAS
279
Beacon Investment Advisory Services
New Jersey
$28.1M
CIA
280
Concurrent Investment Advisors
Florida
$28M
SG Americas Securities
281
SG Americas Securities
New York
$27.9M
HW
282
Hancock Whitney
Mississippi
$27.5M
PWM
283
Perigon Wealth Management
California
$27.3M
OWA
284
Octavia Wealth Advisors
Ohio
$27.1M
AFG
285
Atomi Financial Group
New York
$27M
NMIMC
286
Northwestern Mutual Investment Management Company
Wisconsin
$26.9M
TWM
287
Tanager Wealth Management
United Kingdom
$26.8M
TCM
288
TD Capital Management
Tennessee
$26.8M
Brown Advisory
289
Brown Advisory
Maryland
$26.8M
CIP
290
Capital Insight Partners
Arizona
$26.8M
CWMK
291
Caliber Wealth Management (Kansas)
Kansas
$26.6M
MAM
292
Marquette Asset Management
Minnesota
$26.5M
MCM
293
MV Capital Management
Maryland
$26.4M
HCM
294
Hudson Capital Management
New Jersey
$26.2M
RFC
295
Regions Financial Corp
Alabama
$26.2M
MTC
296
Matrix Trust Company
Colorado
$26.1M
HWA
297
Heartwood Wealth Advisors
Virginia
$26.1M
GSWM
298
Golden State Wealth Management
California
$26M
PFM
299
Phillips Financial Management
Indiana
$26M
PA
300
Parallel Advisors
California
$25.6M