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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
NCG
726
Newport Capital Group
New Jersey
$4.49M -$31.8K -321 -0.7%
FNBOO
727
First National Bank of Omaha
Nebraska
$4.48M -$504K -5,080 -10%
DAS
728
Diversify Advisory Services
Utah
$4.47M +$1.83M +18,425 +70%
EWP
729
Elevation Wealth Partners
California
$4.47M -$260K -2,616 -6%
SAW
730
Signal Advisors Wealth
Michigan
$4.46M -$14.7M -147,968 -77%
JIP
731
Jaffetilchin Investment Partners
Florida
$4.44M +$14.6K +147 +0.3%
EWP
732
Equity Wealth Partners
Missouri
$4.4M +$4.36M +43,924 New
CLOS
733
Compagnie Lombard Odier SCmA
Switzerland
$4.39M
CCA
734
Conservest Capital Advisors
Pennsylvania
$4.38M -$171K -1,726 -4%
Parallax Volatility Advisers
735
Parallax Volatility Advisers
California
$4.38M
JPLA
736
Joseph P. Lucia & Associates
New York
$4.37M +$74.7K +753 +2%
ATWA
737
Arbor Trust Wealth Advisors
Michigan
$4.37M +$264K +2,665 +7%
SVWAG
738
Sound View Wealth Advisors Group
Georgia
$4.35M -$5.75K -58 -0.1%
TT
739
TI-Trust
Illinois
$4.34M +$38K +383 +0.9%
FMI
740
F/M Investments
District of Columbia
$4.34M -$6.65K -67 -0.2%
RFO
741
RiverGlades Family Offices
Florida
$4.3M +$43K +433 +1%
SIC
742
Salem Investment Counselors
North Carolina
$4.28M +$589K +5,932 +16%
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$4.28M +$14.6K +147 +0.3%
CMAI
744
Capital Management Associates Inc
Minnesota
$4.27M +$822K +8,287 +24%
MWM
745
MorganRosel Wealth Management
Colorado
$4.26M +$679K +6,844 +19%
CWMS
746
Cannon Wealth Management Services
North Carolina
$4.26M +$48.8K +492 +1%
OCM
747
One Capital Management
California
$4.25M -$342K -3,445 -8%
CIS
748
Continental Investors Services
Washington
$4.21M +$707K +7,128 +21%
TIM
749
Thompson Investment Management
Wisconsin
$4.21M +$406K +4,094 +11%
FPW
750
Flagship Private Wealth
Massachusetts
$4.19M +$308K +3,103 +8%