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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
TIA
351
Tiemann Investment Advisors
California
$19.5M +$754K +7,599 +4%
MWM
352
Modera Wealth Management
New Jersey
$19.4M -$193K -1,943 -1%
GC
353
Grimes & Company
Massachusetts
$19.4M +$1.02M +10,263 +6%
NAM
354
NorthCrest Asset Manangement
Minnesota
$19.4M +$685K +6,902 +4%
FEG
355
Fund Evaluation Group
Ohio
$18.9M +$339K +3,415 +2%
SWP
356
Stratos Wealth Partners
Ohio
$18.8M +$1.16M +11,722 +7%
SI
357
Stephens Inc
Arkansas
$18.8M +$1.11M +11,166 +6%
FWP
358
Forefront Wealth Partners
Texas
$18.7M +$8.16M +82,285 +79%
FFA
359
First Foundation Advisors
California
$18.7M -$17.4M -175,459 -49%
Natixis Advisors
360
Natixis Advisors
Massachusetts
$18.6M +$2.22M +22,399 +14%
PP
361
Passaic Partners
New Jersey
$18.3M -$22.5M -226,438 -55%
DT
362
Diversified Trust
Tennessee
$18.3M +$550K +5,547 +3%
EPM
363
Elm Partners Management
Pennsylvania
$18.2M -$744K -7,500 -4%
AIA
364
Ally Invest Advisors
North Carolina
$18.1M +$1.75M +17,621 +11%
FCFC
365
First Commonwealth Financial Corp
Pennsylvania
$18.1M +$17.9M +180,430 New
SWA
366
Stratos Wealth Advisors
Ohio
$18.1M +$1.46M +14,681 +9%
CA
367
Clearstead Advisors
Ohio
$17.8M -$4.14M -41,734 -19%
OHWP
368
Oak Harbor Wealth Partners
North Carolina
$17.8M +$809K +8,156 +5%
SAM
369
Synergy Asset Management
Washington
$17.7M +$12.5M +126,192 +245%
JAA
370
Joel Adams & Associates
North Carolina
$17.6M +$622K +6,266 +4%
OFG
371
Omega Financial Group
California
$17.5M +$371K +3,741 +2%
CWM
372
Chesapeake Wealth Management
Virginia
$17.5M +$1.36M +13,690 +9%
OBWG
373
Onyx Bridge Wealth Group
New York
$17.5M -$11.2M -113,048 -39%
TCBWMS
374
Texas Capital Bank Wealth Management Services
Texas
$17.5M -$756K -7,619 -4%
RCS
375
Retirement Capital Strategies
California
$17.4M -$187K -1,889 -1%