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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
FHC
276
Fort Henry Capital
West Virginia
$28.3M +$535K +5,388 +2%
GFWA
277
Grey Fox Wealth Advisors
Delaware
$28.3M -$46.8K -472 -0.2%
GBI
278
GP Brinson Investments
Illinois
$28.1M
CPA
279
Capital Performance Advisors
California
$28.1M +$6.03M +60,761 +28%
BIAS
280
Beacon Investment Advisory Services
New Jersey
$28.1M +$1.1M +11,092 +4%
CIA
281
Concurrent Investment Advisors
Florida
$28M -$200K -2,011 -0.7%
SG Americas Securities
282
SG Americas Securities
New York
$27.9M +$27.6M +278,680 New
HW
283
Hancock Whitney
Mississippi
$27.5M -$1.47M -14,860 -5%
PWM
284
Perigon Wealth Management
California
$27.3M -$2.16M -21,755 -7%
OWA
285
Octavia Wealth Advisors
Ohio
$27.1M +$2.04M +20,557 +8%
AFG
286
Atomi Financial Group
New York
$27M +$4.66M +46,940 +21%
NMIMC
287
Northwestern Mutual Investment Management Company
Wisconsin
$26.9M +$319K +3,218 +1%
TWM
288
Tanager Wealth Management
United Kingdom
$26.8M -$1.87M -18,840 -7%
TCM
289
TD Capital Management
Tennessee
$26.8M -$566K -5,702 -2%
Brown Advisory
290
Brown Advisory
Maryland
$26.8M +$311K +3,138 +1%
CIP
291
Capital Insight Partners
Arizona
$26.8M -$431K -4,343 -2%
CWMK
292
Caliber Wealth Management (Kansas)
Kansas
$26.6M +$1.29M +13,021 +5%
MAM
293
Marquette Asset Management
Minnesota
$26.5M +$2.25M +22,682 +9%
MCM
294
MV Capital Management
Maryland
$26.4M +$1.04M +10,466 +4%
HCM
295
Hudson Capital Management
New Jersey
$26.2M -$164K -1,657 -0.6%
RFC
296
Regions Financial Corp
Alabama
$26.2M +$410K +4,137 +2%
MTC
297
Matrix Trust Company
Colorado
$26.1M +$2.17M +21,826 +9%
HWA
298
Heartwood Wealth Advisors
Virginia
$26.1M +$479K +4,831 +2%
GSWM
299
Golden State Wealth Management
California
$26M +$279K +2,815 +1%
PFM
300
Phillips Financial Management
Indiana
$26M -$1.34M -13,484 -5%