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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
25.25%
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
ISWM
476
Independent Solutions Wealth Management
New York
$11.7M +$50K +504 +0.4%
ODIJL
477
One Day In July LLC
Vermont
$11.7M +$69K +695 +0.6%
MSWM
478
McGlone Suttner Wealth Management
Wisconsin
$11.7M +$249K +2,506 +2%
LIA
479
LifePlan Investment Advisors
North Carolina
$11.6M +$420K +4,231 +4%
CIBC World Market
480
CIBC World Market
Ontario, Canada
$11.6M +$439K +4,422 +4%
KFO
481
Kopp Family Office
Minnesota
$11.6M +$516K +5,200 +5%
MA
482
Mutual Advisors
Nebraska
$11.6M +$816K +8,229 +8%
PFM
483
Peak Financial Management
Massachusetts
$11.6M +$266K +2,684 +2%
HIA
484
HTG Investment Advisors
Connecticut
$11.5M +$130K +1,309 +1%
HNW
485
High Note Wealth
Minnesota
$11.5M +$601K +6,056 +6%
CT
486
Caldwell Trust
Florida
$11.5M +$777K +7,836 +7%
SFP
487
Strategic Financial Partners
Oregon
$11.4M -$143K -1,438 -1%
CFO
488
CVA Family Office
Colorado
$11.4M +$853K +8,593 +8%
VHAM
489
Van Hulzen Asset Management
California
$11.3M -$35.5K -358 -0.3%
TAM
490
TCP Asset Management
Ohio
$11.3M +$583K +5,880 +5%
PA
491
PFG Advisors
Arizona
$11.3M +$11.2M +112,944 New
HNB
492
Huntington National Bank
Ohio
$11.3M
EWA
493
Exencial Wealth Advisors
Oklahoma
$11.2M +$62.1K +626 +0.6%
OC
494
Oppenheimer & Co
New York
$11.1M +$646K +6,506 +6%
CWP
495
Corepath Wealth Partners
Arizona
$11.1M -$2.2M -22,169 -17%
GWM
496
Geneos Wealth Management
Colorado
$11.1M +$238K +2,401 +2%
COFSG
497
Carbahal Olsen Financial Services Group
California
$11.1M +$74.1K +747 +0.7%
RC
498
Roundview Capital
New Jersey
$11M +$214K +2,156 +2%
BWM
499
BCS Wealth Management
Tennessee
$11M +$2.11M +21,310 +24%
ATS
500
Ashton Thomas Securities
New York
$11M +$10.8M +109,264 New