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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
AP
701
Aspect Partners
Virginia
$4.89M +$550K +5,548 +13%
CH
702
Canton Hathaway
Rhode Island
$4.88M
JWM
703
JGP Wealth Management
Oregon
$4.86M +$2.29M +23,049 +91%
PAS
704
PKS Advisory Services
New York
$4.86M +$413K +4,161 +9%
ICP
705
Impact Capital Partners
Colorado
$4.82M -$211K -2,124 -4%
LG
706
Leuthold Group
Minnesota
$4.79M -$2.48K -25 -0.1%
AWMNH
707
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.78M -$210K -2,119 -4%
IF
708
Ironwood Financial
Arizona
$4.76M -$168K -1,691 -3%
IA
709
Invested Advisors
Pennsylvania
$4.74M +$4.87M +49,125 New
FPCG
710
Forum Private Client Group
Indiana
$4.73M -$181K -1,820 -4%
MA
711
Modus Advisors
Minnesota
$4.69M +$108K +1,088 +2%
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$4.68M -$57.8K -583 -1%
AF
713
AtlasMark Financial
Texas
$4.68M
QFA
714
Quattro Financial Advisors
Texas
$4.68M -$149K -1,497 -3%
GM
715
GeoWealth Management
Illinois
$4.67M +$2.24M +22,624 +94%
KCAM
716
Kagan Cocozza Asset Management
New Jersey
$4.66M -$57K -575 -1%
IC
717
IEQ Capital
California
$4.65M -$94.4K -951 -2%
PI
718
PFG Investments
New York
$4.63M -$291K -2,928 -6%
UWPG
719
Ullmann Wealth Partners Group
Florida
$4.62M -$396K -3,992 -8%
NS
720
NBC Securities
Alabama
$4.58M +$2.15M +21,637 +90%
UAG
721
United Advisor Group
Ohio
$4.56M +$1.76M +17,757 +64%
WWP
722
Wise Wealth Partners
Arizona
$4.56M +$479K +4,827 +12%
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$4.54M +$548K +5,526 +14%
AA
724
ALPS Advisors
Colorado
$4.53M
BFA
725
Bluestem Financial Advisors
Illinois
$4.51M -$646K -6,516 -13%