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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
25.26%
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
SAG
51
SageView Advisory Group
California
$336M +$4.37M +44,064 +1%
P
52
&Partners
Tennessee
$316M +$50.4M +507,816 +19%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$315M +$17.5M +176,507 +6%
MSA
54
Mason Street Advisors
Wisconsin
$305M +$24.5M +246,936 +9%
Prudential Financial
55
Prudential Financial
New Jersey
$299M -$233M -2,344,932 -44%
SAM
56
Simplify Asset Management
Nevada
$281M -$30.4M -306,677 -10%
SDIC
57
South Dakota Investment Council
South Dakota
$279M -$615K -6,200 -0.2%
DWM
58
Dynasty Wealth Management
Florida
$273M +$25.7M +258,540 +10%
AllianceBernstein
59
AllianceBernstein
Tennessee
$266M +$8.81M +88,807 +3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$264M +$23.5M +237,011 +10%
BTI
61
Blue Trust Inc
Georgia
$234M +$11.5M +115,941 +5%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$228M +$26.7M +269,434 +13%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$223M +$29.9M +301,230 +16%
QWP
64
Quotient Wealth Partners
Texas
$218M +$11.5M +116,027 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$218M +$4.05M +40,856 +2%
LMIM
66
Lockheed Martin Investment Management
Maryland
$214M +$6.95M +70,000 +3%
SP
67
Stairway Partners
Illinois
$205M +$6.94M +69,980 +4%
ETC
68
Exchange Traded Concepts
Oklahoma
$200M +$68.1M +686,352 +52%
CA
69
Cambridge Associates
Massachusetts
$190M -$153M -1,545,700 -45%
Osaic Holdings
70
Osaic Holdings
Arizona
$189M +$9.23M +93,058 +5%
DCM
71
Disciplina Capital Management
Tennessee
$187M -$3.89M -39,216 -2%
AWM
72
Axxcess Wealth Management
California
$186M +$10.9M +109,852 +6%
COCM
73
Charter Oak Capital Management
New Hampshire
$181M +$10M +101,187 +6%
HCM
74
Howard Capital Management
Georgia
$174M +$59.4M +598,664 +53%
CTB
75
Country Trust Bank
Illinois
$173M +$70.7M +712,336 +71%