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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
BHBT
651
Burke & Herbert Bank & Trust
Virginia
$6.25M +$60.7K +612 +1%
IAA
652
Independent Advisor Alliance
North Carolina
$6.24M +$106K +1,071 +2%
KA
653
Kovack Advisors
Florida
$6.16M +$369K +3,715 +6%
EW
654
Element Wealth
Mississippi
$6.14M -$6.25K -63 -0.1%
GAM
655
Gemmer Asset Management
California
$6.14M -$142K -1,427 -2%
WC
656
Waterloo Capital
Texas
$6.12M +$38.2K +385 +0.6%
AWE
657
Avidian Wealth Enterprises
Texas
$6.06M -$212K -2,134 -3%
VFA
658
Valeo Financial Advisors
Indiana
$6.01M +$524K +5,278 +10%
AA
659
Ancora Advisors
Ohio
$5.97M +$87.6K +883 +2%
BAM
660
Belpointe Asset Management
Nevada
$5.94M +$493K +4,967 +9%
TC
661
Toews Corporation
New Jersey
$5.93M -$665K -6,700 -10%
BIP
662
Blueprint Investment Partners
North Carolina
$5.91M +$1.79M +18,063 +44%
SGFG
663
Silver Grove Financial Group
New York
$5.9M +$5.83M +58,806 New
BFA
664
Blueprint Financial Advisors
North Carolina
$5.89M +$961K +9,683 +20%
MPPLM
665
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.86M +$230K +2,320 +4%
TFA
666
Tobias Financial Advisors
Florida
$5.86M +$44.1K +444 +0.8%
AWM
667
Apollon Wealth Management
South Carolina
$5.83M +$403K +4,062 +8%
GBFP
668
Golden Bell Financial Planning
Georgia
$5.79M -$245K -2,469 -4%
SMI
669
Shelter Mutual Insurance
Missouri
$5.78M
GBT
670
Grove Bank & Trust
Florida
$5.72M +$78.8K +794 +1%
UB
671
Umpqua Bank
Oregon
$5.71M +$2.92M +29,437 +108%
KWA
672
Kingswood Wealth Advisors
California
$5.7M +$319K +3,217 +6%
VFIC
673
Valley Forge Investment Consultants
Pennsylvania
$5.65M +$10.8K +109 +0.2%
CAM
674
Creekmur Asset Management
Illinois
$5.63M -$441K -4,441 -7%
EPW
675
Endeavor Private Wealth
Kansas
$5.61M +$3.64M +36,651 +190%