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iShares Core US Aggregate Bond ETF

1,885 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 153 funds opening new positions, 940 increasing their positions, 584 reducing their positions, and 96 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:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.14B)

3.02% less ownership

Funds ownership: 93.03%90.01% (-3%)

7% less funds holding in top 10

Funds holding in top 10: 350327 (-23)

Holders
1,885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
327
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

Top Sellers

1 -$1.92B
2 -$1.15B
3 -$923M
4
Jane Street
Jane Street
New York
-$441M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
426
Smith & Howard Wealth Management
Georgia
$13.7M
PCM
427
Permanent Capital Management
Illinois
$13.7M
BIG
428
Brooklyn Investment Group
New York
$13.7M
TFCP
429
Twin Focus Capital Partners
Massachusetts
$13.6M
HNWAG
430
High Net Worth Advisory Group
Florida
$13.5M
RF
431
rebel Financial
Ohio
$13.5M
NC
432
NewSquare Capital
Pennsylvania
$13.5M
SFS
433
Sharp Financial Services
Pennsylvania
$13.5M
EK
434
Evensky & Katz
Florida
$13.4M
GCA
435
Greenwood Capital Associates
South Carolina
$13.3M
WHG
436
Westwood Holdings Group
Texas
$13.2M
NL
437
NWAM LLC
Washington
$13.2M
MWM
438
Modern Wealth Management
Kansas
$13.2M
EIP
439
Easterly Investment Partners
Massachusetts
$13.2M
JWCA
440
J.W. Cole Advisors
Florida
$13.2M
MAM
441
Mullooly Asset Management
New Jersey
$13.1M
CCA
442
Clearwater Capital Advisors
Illinois
$13.1M
CG
443
Cynosure Group
Utah
$13.1M
CCWA
444
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13M
HWM
445
HB Wealth Management
Georgia
$12.9M
WSFS
446
Wilmington Savings Fund Society
Delaware
$12.8M
William Blair & Company
447
William Blair & Company
Illinois
$12.8M
FA
448
Freestate Advisors
Kansas
$12.7M
RWPA
449
Richard W. Paul & Associates
Michigan
$12.7M
DCM
450
Donaldson Capital Management
Indiana
$12.6M