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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
WI
26
WealthNavi Inc
Japan
$1.04B +$39.5M +398,378 +4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$945M +$29.4M +296,385 +3%
UBS Group
28
UBS Group
Switzerland
$939M -$60.7M -612,246 -6%
USAA
29
United Services Automobile Association
Texas
$915M +$407M +4,103,983 +82%
TIAA Trust, National Association
30
TIAA Trust, National Association
North Carolina
$854M +$36.4M +367,272 +5%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$749M -$1.14B -11,488,196 -61%
Truist Financial
32
Truist Financial
North Carolina
$735M +$38.9M +391,695 +6%
Charles Schwab
33
Charles Schwab
California
$725M -$266M -2,684,553 -27%
RWP
34
RWA Wealth Partners
Massachusetts
$716M +$50.5M +508,931 +8%
Cerity Partners
35
Cerity Partners
New York
$704M +$31.5M +317,285 +5%
Stifel Financial
36
Stifel Financial
Missouri
$654M -$125M -1,258,005 -16%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$560M +$27.1M +272,843 +5%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$553M +$73M +736,200 +15%
Members Trust
39
Members Trust
Florida
$550M +$3.36M +33,915 +0.6%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$541M -$277M -2,789,938 -34%
DADC
41
D.A. Davidson & Co
Montana
$461M +$17.9M +180,639 +4%
VIA
42
Vantagepoint Investment Advisers
District of Columbia
$460M +$160M +1,611,153 +54%
BL
43
Balentine LLC
Georgia
$435M +$1.06M +10,716 +0.2%
CI
44
Constellation Investments
Ohio
$416M -$992 -10 -0%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$410M -$54.1M -544,903 -12%
FMI
46
Factory Mutual Insurance
Massachusetts
$376M +$149M +1,501,823 +67%
SPIA
47
Steward Partners Investment Advisory
New York
$368M +$241M +2,430,946 +196%
Citigroup
48
Citigroup
New York
$354M -$1.5M -15,158 -0.4%
SWM
49
SigFig Wealth Management
California
$348M +$31.5M +317,832 +10%
PCIA
50
Prime Capital Investment Advisors
Kansas
$342M +$21.2M +213,806 +7%