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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
IA
326
Integrity Alliance
Iowa
$21.7M
TWA
327
TCI Wealth Advisors
Arizona
$21.7M
BFG
328
Berger Financial Group
Minnesota
$21.7M
HI
329
Hudock Inc
Pennsylvania
$21.4M
LFS
330
Lutz Financial Services
Nebraska
$21.1M
IWC
331
Integrated Wealth Concepts
Massachusetts
$21.1M
TBC
332
Ted Buchan & Co
California
$21.1M
SWP
333
Summit Wealth Partners
Florida
$21M
SS
334
SBI Securities
Japan
$20.8M
ASN
335
Advisory Services Network
Georgia
$20.6M
SFS
336
Sowell Financial Services
Arkansas
$20.6M
BA
337
Ballast Advisors
Minnesota
$20.6M
SFA
338
Souders Financial Advisors
Ohio
$20.4M
GC
339
Garde Capital
Washington
$20.3M
KFG
340
Kelly Financial Group
Connecticut
$20.2M
WA
341
Waverly Advisors
Alabama
$20.1M
RCIM
342
Red Cedar Investment Management
Michigan
$20.1M
DCA
343
DSG Capital Advisors
Minnesota
$20.1M
Loomis, Sayles & Company
344
Loomis, Sayles & Company
Massachusetts
$20.1M
LFAS
345
Level Four Advisory Services
Texas
$20M
Lazard Asset Management
346
Lazard Asset Management
New York
$19.9M
I2I
347
Insight 2811 Inc
Illinois
$19.9M
PIMG
348
Patriot Investment Management Group
Tennessee
$19.8M
RW
349
Regimen Wealth
Georgia
$19.8M
TIA
350
Tiemann Investment Advisors
California
$19.5M