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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
HWM
451
HB Wealth Management
Georgia
$12.9M
WSFS
452
Wilmington Savings Fund Society
Delaware
$12.8M
William Blair & Company
453
William Blair & Company
Illinois
$12.8M
FA
454
Freestate Advisors
Kansas
$12.7M
SFG
455
Somnio Financial Group
Connecticut
$12.7M
RWPA
456
Richard W. Paul & Associates
Michigan
$12.7M
DCM
457
Donaldson Capital Management
Indiana
$12.6M
MGIA
458
Moneta Group Investment Advisors
Missouri
$12.5M
AIA
459
Accelerate Investment Advisors
California
$12.4M
AWM
460
Ameliora Wealth Management
Switzerland
$12.4M
CCA
461
Catalyst Capital Advisors
New York
$12.2M
IFA
462
Interactive Financial Advisors
Illinois
$12.2M
LAM
463
Lifestyle Asset Management
Texas
$12.1M
BBW
464
Blue Barn Wealth
Utah
$12.1M
CBT
465
Central Bank & Trust
Kentucky
$12.1M
MYIA
466
Mount Yale Investment Advisors
Colorado
$12.1M
SG
467
Stanich Group
New York
$12.1M
TA
468
TruWealth Advisors
Louisiana
$12.1M
LWP
469
LMG Wealth Partners
Louisiana
$12M
SL
470
Sentinus LLC
Illinois
$12M
RIM
471
Rakuten Investment Management
Japan
$11.9M
IWM
472
IHT Wealth Management
Illinois
$11.8M
ISWM
473
Independent Solutions Wealth Management
New York
$11.7M
ODIJL
474
One Day In July LLC
Vermont
$11.7M
MSWM
475
McGlone Suttner Wealth Management
Wisconsin
$11.7M