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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
PA
301
Parallel Advisors
California
$25.6M +$831K +8,379 +3%
EFM
302
Eley Financial Management
Vermont
$25.4M +$496K +5,003 +2%
PFA
303
Pure Financial Advisors
California
$25.4M +$837K +8,433 +3%
BCG
304
BayBridge Capital Group
California
$25.2M +$496K +4,997 +2%
FD
305
Financial Designs
California
$25.1M +$1.05M +10,576 +4%
GGS
306
Galvin Gaustad & Stein
Arizona
$24.9M +$373K +3,761 +2%
BOH
307
Bank of Hawaii
Hawaii
$24.8M +$236K +2,377 +1%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$24.6M +$2.18M +21,950 +10%
CC
309
Cultivar Capital
Texas
$24M +$769K +7,750 +3%
MAM
310
Madison Asset Management
Wisconsin
$23.9M -$406K -4,088 -2%
CAM
311
Cresset Asset Management
Illinois
$23.7M +$112K +1,132 +0.5%
E3F
312
Eight 31 Financial
Texas
$23.6M +$8.52M +85,834 +57%
DIP
313
DT Investment Partners
Pennsylvania
$23.4M -$463K -4,667 -2%
SFG
314
Snider Financial Group
Washington
$23.4M +$374K +3,773 +2%
MSFS
315
Main Street Financial Solutions
Pennsylvania
$23.3M +$1.31M +13,170 +6%
VA
316
Valmark Advisers
Ohio
$23M +$1.46M +14,735 +7%
SP
317
Sequent Planning
Nebraska
$22.8M +$21.2M +213,615 +1,530%
FFS
318
Founders Financial Securities
Maryland
$22.8M -$3.98M -40,086 -15%
CFP
319
Catalyst Financial Partners
Massachusetts
$22.7M -$679K -6,842 -3%
SCTC
320
Sanibel Captiva Trust Company
Florida
$22.7M +$5.24M +52,827 +30%
HI
321
Horizon Investments
North Carolina
$22.4M -$3.16M -31,834 -12%
CCT
322
Chemung Canal Trust
New York
$22.4M +$664K +6,694 +3%
FHB
323
First Hawaiian Bank
Hawaii
$22.2M +$1.01M +10,163 +5%
SCM
324
Sheridan Capital Management
California
$22.1M +$3.91M +39,427 +22%
CGFA
325
Colton Groome Financial Advisors
North Carolina
$22.1M +$1.27M +12,787 +6%