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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
PFS
401
Prospera Financial Services
Texas
$15.3M +$76.5K +771 +0.5%
SCP
402
Silverleafe Capital Partners
Tennessee
$15.2M +$5.06K +51 +0%
CM
403
Cercano Management
Washington
$15.2M
SCA
404
Sandy Cove Advisors
Massachusetts
$15.2M +$108K +1,091 +0.7%
BEI
405
Benjamin Edwards Inc
Missouri
$15.1M +$1.87M +18,830 +14%
MCC
406
Money Concepts Capital
Florida
$14.8M +$1.21M +12,154 +9%
CWM
407
Calamos Wealth Management
Illinois
$14.8M +$905K +9,119 +7%
GHA
408
Granite Harbor Advisors
Texas
$14.8M +$2.83M +28,551 +24%
HI
409
Harbour Investments
Wisconsin
$14.8M -$1.03M -10,423 -7%
TCCP
410
Tide Cove Capital Partners
California
$14.7M +$142K +1,435 +1%
SCM
411
SCS Capital Management
Massachusetts
$14.7M -$1.84M -18,546 -11%
PFT
412
Providence First Trust
Arizona
$14.6M -$561K -5,652 -4%
FFA
413
Farther Finance Advisors
California
$14.5M -$7.37M -74,256 -34%
VFPW
414
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.4M -$1.4M -14,110 -9%
RF
415
Robinswood Financial
Washington
$14.4M +$452K +4,556 +3%
MWA
416
Motive Wealth Advisors
Michigan
$14.4M -$806K -8,123 -5%
FCT
417
Family Capital Trust
Massachusetts
$14.3M +$56.3K +567 +0.4%
MBT
418
Montecito Bank & Trust
California
$14.3M +$14.1M +142,486 New
SFSG
419
Sound Financial Strategies Group
Mississippi
$14.3M -$510K -5,136 -3%
AWMG
420
Alliance Wealth Management Group
New Jersey
$14.2M +$3.08M +31,026 +28%
CTA
421
Colonial Trust Advisors
South Carolina
$14.2M +$2.09M +21,085 +17%
BBA
422
BLB&B Advisors
Pennsylvania
$14.2M -$52.2M -526,100 -79%
GEM
423
Global Endowment Management
North Carolina
$14.1M +$442K +4,450 +3%
FA
424
FC Advisory
Pennsylvania
$14M +$144K +1,448 +1%
FA
425
Fagan Associates
New York
$14M +$341K +3,438 +3%