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iShares Core US Aggregate Bond ETF

1,915 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 155 funds opening new positions, 956 increasing their positions, 592 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$949M)

2.91% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$2.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
751
Tactive Advisors
Florida
$4.15M
WA
752
WBH Advisory
Maryland
$4.12M
EGA
753
E&G Advisors
Texas
$4.1M
WCM
754
Winthrop Capital Management
Indiana
$4.07M
FAT
755
First American Trust
California
$4.02M
CAWM
756
Capital Advisors Wealth Management
Washington
$4.01M
EWM
757
Evercore Wealth Management
New York
$3.98M
AWM
758
Accel Wealth Management
Iowa
$3.98M
FIA
759
Foundations Investment Advisors
Arizona
$3.96M
5W
760
5T Wealth
California
$3.94M
IA
761
IFS Advisors
Kansas
$3.92M
FIC
762
Family Investment Center
Missouri
$3.92M
TW
763
TritonPoint Wealth
Maryland
$3.92M
ICM
764
Intrepid Capital Management
Florida
$3.91M
WCP
765
Wealthcare Capital Partners
Pennsylvania
$3.9M
AO
766
Advisor OS
Illinois
$3.9M
LWMT
767
Legacy Wealth Management (Tennessee)
Tennessee
$3.9M
AWM
768
Arista Wealth Management
Nevada
$3.9M
CIA
769
Compass Ion Advisors
Pennsylvania
$3.89M
LSPW
770
Lake Street Private Wealth
Illinois
$3.89M
DC
771
Davenport & Co
Virginia
$3.87M
KLCM
772
KG&L Capital Management
Louisiana
$3.84M
HA
773
Heartland Advisors
Wisconsin
$3.84M
C
774
Croban
Ohio
$3.81M
TSS
775
Two Sigma Securities
New York
$3.8M