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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
MWM
351
Modera Wealth Management
New Jersey
$19.4M
GC
352
Grimes & Company
Massachusetts
$19.4M
NAM
353
NorthCrest Asset Manangement
Minnesota
$19.4M
FEG
354
Fund Evaluation Group
Ohio
$18.9M
SWP
355
Stratos Wealth Partners
Ohio
$18.8M
SI
356
Stephens Inc
Arkansas
$18.8M
FWP
357
Forefront Wealth Partners
Texas
$18.7M
FFA
358
First Foundation Advisors
California
$18.7M
Natixis Advisors
359
Natixis Advisors
Massachusetts
$18.6M
PP
360
Passaic Partners
New Jersey
$18.3M
DT
361
Diversified Trust
Tennessee
$18.3M
EPM
362
Elm Partners Management
Pennsylvania
$18.2M
AIA
363
Ally Invest Advisors
North Carolina
$18.1M
FCFC
364
First Commonwealth Financial Corp
Pennsylvania
$18.1M
SWA
365
Stratos Wealth Advisors
Ohio
$18.1M
CA
366
Clearstead Advisors
Ohio
$17.8M
OHWP
367
Oak Harbor Wealth Partners
North Carolina
$17.8M
SAM
368
Synergy Asset Management
Washington
$17.7M
JAA
369
Joel Adams & Associates
North Carolina
$17.6M
OFG
370
Omega Financial Group
California
$17.5M
CWM
371
Chesapeake Wealth Management
Virginia
$17.5M
OBWG
372
Onyx Bridge Wealth Group
New York
$17.5M
TCBWMS
373
Texas Capital Bank Wealth Management Services
Texas
$17.5M
RCS
374
Retirement Capital Strategies
California
$17.4M
AFP
375
Alpha Financial Partners
Kentucky
$17.3M