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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
BCP
501
Blue Chip Partners
Michigan
$11M +$108K +1,086 +1%
EWA
502
Emergent Wealth Advisors
New York
$10.9M +$1.71M +17,202 +19%
SSW
503
Smith Shellnut Wilson
Mississippi
$10.8M +$134K +1,352 +1%
RA
504
RFG Advisory
Alabama
$10.8M +$2.7M +27,220 +34%
ANC
505
Ames National Corp
Iowa
$10.8M +$292K +2,943 +3%
IAN
506
Integrated Advisors Network
Texas
$10.8M +$4.18M +42,172 +65%
BBVA
507
Banco Bilbao Vizcaya Argentaria
Spain
$10.7M +$166K +1,670 +2%
RFG
508
RFP Financial Group
Georgia
$10.7M -$255K -2,569 -2%
SC
509
Slow Capital
California
$10.6M +$1.11M +11,196 +12%
National Bank of Canada
510
National Bank of Canada
Quebec, Canada
$10.5M +$817K +8,239 +9%
TFO
511
Timonier Family Office
North Carolina
$10.4M +$941K +9,484 +10%
CIAS
512
CFS Investment Advisory Services
New Jersey
$10.4M +$698K +7,034 +7%
SF
513
Synovus Financial
Georgia
$10.4M +$164K +1,655 +2%
CPO
514
Cerity Partners OCIO
New York
$10.3M +$237K +2,384 +2%
OWM
515
Opes Wealth Management
California
$10.3M +$300K +3,028 +3%
OFS
516
Oldfather Financial Services
Nebraska
$10.3M -$129K -1,299 -1%
USWG
517
U.S. Wealth Group
New York
$10.2M +$2.79M +28,079 +38%
ES
518
Eagle Strategies
New York
$10.2M -$240K -2,416 -2%
CFG
519
Cosner Financial Group
Colorado
$10.2M +$1.26M +12,724 +14%
Luther King Capital Management (LKCM)
520
Luther King Capital Management (LKCM)
Texas
$10.2M
WFAG
521
Wescott Financial Advisory Group
Pennsylvania
$10.2M +$222K +2,239 +2%
BF
522
Blankinship & Foster
California
$10.1M -$120K -1,211 -1%
MFG
523
Merit Financial Group
Georgia
$10.1M +$1.37M +13,805 +16%
BC
524
Bowman & Company
Wisconsin
$9.92M -$299K -3,018 -3%
AFS
525
Amtrust Financial Services
New York
$9.88M