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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
LIA
476
LifePlan Investment Advisors
North Carolina
$11.6M
CIBC World Market
477
CIBC World Market
Ontario, Canada
$11.6M
KFO
478
Kopp Family Office
Minnesota
$11.6M
MA
479
Mutual Advisors
Nebraska
$11.6M
PFM
480
Peak Financial Management
Massachusetts
$11.6M
HIA
481
HTG Investment Advisors
Connecticut
$11.5M
HNW
482
High Note Wealth
Minnesota
$11.5M
CT
483
Caldwell Trust
Florida
$11.5M
SFP
484
Strategic Financial Partners
Oregon
$11.4M
CFO
485
CVA Family Office
Colorado
$11.4M
VHAM
486
Van Hulzen Asset Management
California
$11.3M
TAM
487
TCP Asset Management
Ohio
$11.3M
PA
488
PFG Advisors
Arizona
$11.3M
HNB
489
Huntington National Bank
Ohio
$11.3M
EWA
490
Exencial Wealth Advisors
Oklahoma
$11.2M
OC
491
Oppenheimer & Co
New York
$11.1M
CWP
492
Corepath Wealth Partners
Arizona
$11.1M
GWM
493
Geneos Wealth Management
Colorado
$11.1M
COFSG
494
Carbahal Olsen Financial Services Group
California
$11.1M
RC
495
Roundview Capital
New Jersey
$11M
BWM
496
BCS Wealth Management
Tennessee
$11M
ATS
497
Ashton Thomas Securities
New York
$11M
BCP
498
Blue Chip Partners
Michigan
$11M
EWA
499
Emergent Wealth Advisors
New York
$10.9M
SSW
500
Smith Shellnut Wilson
Mississippi
$10.8M