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iShares Core US Aggregate Bond ETF

1,915 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 155 funds opening new positions, 956 increasing their positions, 592 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$949M)

2.91% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$2.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
651
Element Wealth
Mississippi
$6.14M
GAM
652
Gemmer Asset Management
California
$6.14M
WC
653
Waterloo Capital
Texas
$6.12M
AWE
654
Avidian Wealth Enterprises
Texas
$6.06M
VFA
655
Valeo Financial Advisors
Indiana
$6.01M
AA
656
Ancora Advisors
Ohio
$5.97M
BAM
657
Belpointe Asset Management
Nevada
$5.94M
TC
658
Toews Corporation
New Jersey
$5.93M
BIP
659
Blueprint Investment Partners
North Carolina
$5.91M
SGFG
660
Silver Grove Financial Group
New York
$5.9M
BFA
661
Blueprint Financial Advisors
North Carolina
$5.89M
MPPLM
662
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.86M
TFA
663
Tobias Financial Advisors
Florida
$5.86M
AWM
664
Apollon Wealth Management
South Carolina
$5.83M
GBFP
665
Golden Bell Financial Planning
Georgia
$5.79M
SMI
666
Shelter Mutual Insurance
Missouri
$5.78M
GBT
667
Grove Bank & Trust
Florida
$5.72M
UB
668
Umpqua Bank
Oregon
$5.71M
KWA
669
Kingswood Wealth Advisors
California
$5.7M
VFIC
670
Valley Forge Investment Consultants
Pennsylvania
$5.65M
CAM
671
Creekmur Asset Management
Illinois
$5.63M
EPW
672
Endeavor Private Wealth
Kansas
$5.61M
First Manhattan
673
First Manhattan
New York
$5.6M
JIR
674
James Investment Research
Ohio
$5.6M
FFP
675
FourThought Financial Partners
Florida
$5.54M