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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
FA
551
FDx Advisors
Illinois
$8.88M -$123K -1,244 -1%
SCI
552
Silver Coast Investments
United States
$8.86M +$209K +2,108 +2%
AIA
553
Aventus Investment Advisors
Florida
$8.81M +$157K +1,578 +2%
FHC
554
First Horizon Corporation
Tennessee
$8.8M +$8.71M +87,794 New
VPA
555
Vernal Point Advisors
California
$8.77M -$281K -2,830 -3%
WIM
556
Westside Investment Management
California
$8.76M +$650K +6,555 +8%
CAG
557
Csenge Advisory Group
Florida
$8.76M +$152K +1,534 +2%
LWM
558
LeConte Wealth Management
Tennessee
$8.67M +$2.65M +26,749 +45%
AWM
559
Act Wealth Management
Texas
$8.66M +$282K +2,838 +3%
BRWA
560
B. Riley Wealth Advisors
Florida
$8.57M +$87.6K +883 +1%
VBA
561
von Borstel & Associates
Oregon
$8.55M +$8.47M +85,346 New
AWA
562
Arete Wealth Advisors
Illinois
$8.5M +$5.95K +60 +0.1%
APP
563
Avantax Planning Partners
Iowa
$8.5M -$553K -5,572 -6%
FPAS
564
Focus Partners Advisor Solutions
Missouri
$8.5M +$2.59M +26,081 +44%
CCA
565
Cobblestone Capital Advisors
New York
$8.46M +$2.63M +26,533 +46%
CPIG
566
Chicago Partners Investment Group
Illinois
$8.41M -$31.5K -317 -0.4%
WF
567
Wayfinding Financial
Washington
$8.4M +$119K +1,195 +1%
AAS
568
Asset Allocation Strategies
Michigan
$8.36M +$2.44M +24,580 +42%
SAM
569
Smartleaf Asset Management
Massachusetts
$8.3M +$1.27M +12,815 +18%
GAG
570
GM Advisory Group
New York
$8.29M -$205K -2,071 -2%
NB
571
NBT Bank
New York
$8.26M -$7.15M -72,057 -87%
OL
572
Optas LLC
Texas
$8.24M +$3.86M +38,893 +90%
RIA
573
Regal Investment Advisors
Michigan
$8.22M +$1.06M +10,638 +15%
SWTS
574
Stonehaven Wealth & Tax Solutions
Wisconsin
$8.15M +$381K +3,842 +5%
JWS
575
Juncture Wealth Strategies
Arizona
$8.13M +$38.9K +392 +0.5%