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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
CG
451
Cynosure Group
Utah
$13.1M +$1.02M +10,285 +9%
CCWA
452
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13M -$631K -6,363 -5%
HWM
453
HB Wealth Management
Georgia
$12.9M +$1.19M +11,954 +10%
WSFS
454
Wilmington Savings Fund Society
Delaware
$12.8M -$42.4M -427,756 -77%
William Blair & Company
455
William Blair & Company
Illinois
$12.8M +$507K +5,114 +4%
FA
456
Freestate Advisors
Kansas
$12.7M +$257K +2,589 +2%
SFG
457
Somnio Financial Group
Connecticut
$12.7M +$355K +3,582 +3%
RWPA
458
Richard W. Paul & Associates
Michigan
$12.7M +$347K +3,494 +3%
DCM
459
Donaldson Capital Management
Indiana
$12.6M +$5.61M +56,555 +82%
MGIA
460
Moneta Group Investment Advisors
Missouri
$12.5M +$679K +6,845 +6%
AIA
461
Accelerate Investment Advisors
California
$12.4M +$872K +8,786 +8%
AWM
462
Ameliora Wealth Management
Switzerland
$12.4M -$4.25M -42,836 -26%
CCA
463
Catalyst Capital Advisors
New York
$12.2M -$808K -8,146 -6%
IFA
464
Interactive Financial Advisors
Illinois
$12.2M -$1.69M -17,008 -12%
LAM
465
Lifestyle Asset Management
Texas
$12.1M +$3.5M +35,239 +41%
BBW
466
Blue Barn Wealth
Utah
$12.1M +$587K +5,920 +5%
CBT
467
Central Bank & Trust
Kentucky
$12.1M -$184K -1,853 -2%
MYIA
468
Mount Yale Investment Advisors
Colorado
$12.1M +$11.5M +116,019 +2,446%
SG
469
Stanich Group
New York
$12.1M +$12M +120,657 New
TA
470
TruWealth Advisors
Louisiana
$12.1M +$532K +5,359 +5%
FFP
471
Frisco Financial Planning
Texas
$12M +$11.9M +119,933 New
LWP
472
LMG Wealth Partners
Louisiana
$12M -$115K -1,164 -1%
SL
473
Sentinus LLC
Illinois
$12M +$569K +5,733 +5%
RIM
474
Rakuten Investment Management
Japan
$11.9M +$11.8M +118,910 New
IWM
475
IHT Wealth Management
Illinois
$11.8M -$239K -2,408 -2%