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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
CW
601
CreativeOne Wealth
Kansas
$7.3M +$1.14M +11,461 +19%
TCB
602
Texas Capital Bancshares
Texas
$7.29M +$7.21M +72,692 New
CMA
603
Cedar Mountain Advisors
Oregon
$7.27M -$42.1K -424 -0.6%
BWG
604
Boomfish Wealth Group
Georgia
$7.25M +$146K +1,469 +2%
SAI
605
Systematic Alpha Investments
New Jersey
$7.22M
BMCM
606
Bryn Mawr Capital Management
Pennsylvania
$7.18M +$1.38M +13,890 +24%
MWA
607
MN Wealth Advisors
Kansas
$7.18M +$366K +3,692 +5%
ASW
608
Astoria Strategic Wealth
Texas
$7.17M -$14.2K -143 -0.2%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$7.13M -$97.7K -985 -1%
THL
610
Tillman Hartley LLC
Colorado
$7.08M -$397 -4 -0%
LP
611
LGL Partners
Pennsylvania
$7.08M -$465K -4,686 -6%
EFG
612
Erickson Financial Group
Pennsylvania
$7.06M +$82K +826 +1%
ATPW
613
Ashton Thomas Private Wealth
Arizona
$7.05M -$2.85M -28,688 -29%
NFG
614
Northeast Financial Group
Pennsylvania
$7.03M +$414K +4,173 +6%
PFG
615
Pinnacle Financial Group
Illinois
$7.02M +$270K +2,726 +4%
CBU
616
CIBC Bancorp USA
Illinois
$7M +$6.93M +69,815 New
MM
617
Main Management
California
$6.99M -$547K -5,510 -7%
HWA
618
Hillcrest Wealth Advisors
New Jersey
$6.98M -$216K -2,174 -3%
IAS
619
Insigneo Advisory Services
Florida
$6.97M -$123K -1,244 -2%
SWG
620
Summit Wealth Group
Vermont
$6.94M -$253K -2,546 -4%
PCS
621
Private Client Services
Kentucky
$6.92M +$3.07M +30,982 +81%
WWA
622
WCG Wealth Advisors
Nevada
$6.9M +$1.08M +10,905 +19%
AWM
623
AE Wealth Management
Kansas
$6.87M -$947K -9,541 -12%
Susquehanna International Group
624
Susquehanna International Group
Pennsylvania
$6.87M +$6.28M +63,318 +1,207%
SIA
625
Sovereign Investment Advisors
Arizona
$6.85M +$65.9K +664 +1%