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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
DW
576
Durante & Waters
New York
$8.09M +$388K +3,909 +5%
OIA
577
OneDigital Investment Advisors
Kansas
$8.09M -$523K -5,272 -6%
APWA
578
Atlas Private Wealth Advisors
New Jersey
$8.06M -$4.87M -49,129 -38%
KPWG
579
KFA Private Wealth Group
Virginia
$8.04M +$33.6K +339 +0.4%
MF
580
Midwestern Financial
Iowa
$8.04M +$447K +4,504 +6%
AWM
581
Accurate Wealth Management
Florida
$8M +$1.05M +10,619 +15%
CFG
582
Citizens Financial Group
Rhode Island
$7.95M -$3.02M -30,439 -28%
FWI
583
Facet Wealth Inc
Maryland
$7.93M -$197K -1,990 -2%
APW
584
Acima Private Wealth
Virginia
$7.88M +$1.06M +10,653 +16%
HFS
585
Heritage Financial Services
Massachusetts
$7.86M +$944K +9,513 +14%
RW
586
REDW Wealth
New Mexico
$7.86M -$4.66K -47 -0.1%
FA
587
Flagstar Advisors
New York
$7.78M -$671K -6,768 -8%
DC
588
Destiny Capital
Colorado
$7.71M +$274K +2,765 +4%
BTWM
589
Brass Tax Wealth Management
Ohio
$7.7M +$2.05M +20,666 +37%
CTA
590
Chesley Taft & Associates
Illinois
$7.69M -$378K -3,810 -5%
Kayne Anderson Rudnick Investment Management
591
Kayne Anderson Rudnick Investment Management
California
$7.6M -$21.9K -221 -0.3%
Invesco
592
Invesco
Georgia
$7.6M +$465K +4,691 +7%
GMA
593
Glassy Mountain Advisors
Maryland
$7.58M -$851K -8,581 -10%
AF
594
Apexium Financial
Texas
$7.41M +$39.7K +400 +0.5%
JHCP
595
Jackson Hole Capital Partners
Oklahoma
$7.39M -$7.24K -73 -0.1%
HT
596
Headlands Technologies
Illinois
$7.38M +$7.3M +73,572 New
BWA
597
BlueSky Wealth Advisors
North Carolina
$7.37M -$103K -1,041 -1%
ATFA
598
All Terrain Financial Advisors
Minnesota
$7.35M -$70.1K -707 -1%
MWC
599
MKD Wealth Coaches
Michigan
$7.32M +$245K +2,472 +4%
PT
600
Plimoth Trust
Massachusetts
$7.31M +$32.5K +328 +0.5%