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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
25.25%
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
AFP
376
Alpha Financial Partners
Kentucky
$17.3M +$985K +9,924 +6%
JJBC
377
James J. Burns & Company
New York
$17.3M +$1.12M +11,276 +7%
DE
378
Diversified Enterprises
Delaware
$17.2M +$1.29M +12,995 +8%
FPGK
379
Financial Partners Group (Kansas)
Kansas
$17.1M +$543K +5,468 +3%
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$17M +$599K +6,036 +4%
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
$17M +$8.28M +83,450 +97%
SPC
382
Sigma Planning Corp
Michigan
$16.8M -$546K -5,507 -3%
WT
383
Washington Trust
Rhode Island
$16.7M +$648K +6,534 +4%
GCM
384
Genus Capital Management
British Columbia, Canada
$16.7M -$871K -8,780 -5%
WB
385
Webster Bank
Connecticut
$16.5M +$726K +7,320 +5%
SA
386
Sunesis Advisors
Kansas
$16.5M +$16.3M +164,358 New
WPW
387
Watershed Private Wealth
Illinois
$16.5M +$614K +6,184 +4%
AL
388
Aspiriant LLC
California
$16.4M -$12.1M -121,791 -43%
CL
389
Choreo LLC
Illinois
$16.3M +$174K +1,758 +1%
OAM
390
Oppenheimer Asset Management
New York
$16.3M +$325K +3,277 +2%
Principal Financial Group
391
Principal Financial Group
Iowa
$16.2M -$15.4M -155,640 -49%
FA
392
Fiducient Advisors
Illinois
$16M +$536K +5,407 +4%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$16M -$249K -2,514 -2%
AWA
394
Aquire Wealth Advisors
Utah
$16M +$830K +8,363 +6%
CI
395
CX Institutional
Indiana
$15.8M +$10.5M +105,924 +205%
WFS
396
Walker Financial Services
Kentucky
$15.8M -$29.8M -300,426 -66%
SFA
397
Sequoia Financial Advisors
Ohio
$15.7M +$873K +8,801 +6%
GSWM
398
Greenup Street Wealth Management
Michigan
$15.6M +$9.62M +96,988 +165%
MFG
399
MidWestOne Financial Group
Iowa
$15.4M +$2.13M +21,454 +16%
GWSG
400
GPS Wealth Strategies Group
Colorado
$15.4M +$382K +3,850 +3%