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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
CFG
751
Compton Financial Group
Maryland
$4.18M -$35.1K -354 -0.8%
PF
752
Penney Financial
Texas
$4.18M +$153K +1,539 +4%
Pathstone Holdings
753
Pathstone Holdings
New Jersey
$4.17M -$315K -3,170 -7%
SB
754
Simmons Bank
Arkansas
$4.16M -$60.5K -610 -1%
TA
755
Tactive Advisors
Florida
$4.15M +$2.19M +22,058 +114%
WA
756
WBH Advisory
Maryland
$4.12M -$266K -2,677 -6%
EGA
757
E&G Advisors
Texas
$4.1M +$300K +3,023 +8%
WCM
758
Winthrop Capital Management
Indiana
$4.07M +$397K +4,000 +11%
FAT
759
First American Trust
California
$4.02M -$354K -3,570 -8%
CAWM
760
Capital Advisors Wealth Management
Washington
$4.01M -$20K -202 -0.5%
EWM
761
Evercore Wealth Management
New York
$3.98M +$3.74M +37,689 +1,843%
AWM
762
Accel Wealth Management
Iowa
$3.98M +$626K +6,309 +19%
FIA
763
Foundations Investment Advisors
Arizona
$3.96M +$167K +1,681 +4%
5W
764
5T Wealth
California
$3.94M +$154K +1,553 +4%
IA
765
IFS Advisors
Kansas
$3.92M +$3.88M +39,151 New
FIC
766
Family Investment Center
Missouri
$3.92M +$128K +1,294 +3%
TW
767
TritonPoint Wealth
Maryland
$3.92M +$110K +1,112 +3%
ICM
768
Intrepid Capital Management
Florida
$3.91M +$1.03M +10,379 +36%
WCP
769
Wealthcare Capital Partners
Pennsylvania
$3.9M +$508K +5,123 +15%
AO
770
Advisor OS
Illinois
$3.9M -$680K -6,849 -15%
LWMT
771
Legacy Wealth Management (Tennessee)
Tennessee
$3.9M -$66.5K -670 -2%
AWM
772
Arista Wealth Management
Nevada
$3.9M +$18.7K +188 +0.5%
CIA
773
Compass Ion Advisors
Pennsylvania
$3.89M +$268K +2,702 +7%
LSPW
774
Lake Street Private Wealth
Illinois
$3.89M +$172K +1,734 +5%
DC
775
Davenport & Co
Virginia
$3.87M +$250K +2,521 +7%