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iShares Core US Aggregate Bond ETF

1,906 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 154 funds opening new positions, 950 increasing their positions, 592 reducing their positions, and 96 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 (-$935M)

2.9% less ownership

Funds ownership: 93.06%90.16% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
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
AMG
851
Asset Management Group
Connecticut
$2.81M
PWW
852
Pettyjohn Wood & White
Virginia
$2.79M
SIA
853
Soltis Investment Advisors
Utah
$2.79M
AM
854
Atwater Malick
Pennsylvania
$2.77M
PG
855
Patten Group
Tennessee
$2.77M
TIM
856
Total Investment Management
Arizona
$2.77M
PTC
857
Private Trust Company
Ohio
$2.76M
SFC
858
SYM Financial Corp
Indiana
$2.74M
TWP
859
Triad Wealth Partners
Kansas
$2.73M
DWA
860
Delos Wealth Advisors
Texas
$2.73M
EAMA
861
EFG Asset Management (Americas)
Florida
$2.72M
WA
862
Westfuller Advisors
New York
$2.72M
Retirement Systems of Alabama
863
Retirement Systems of Alabama
Alabama
$2.72M
SI
864
Saxon Interests
Texas
$2.71M
RSF
865
Rik Saylor Financial
Ohio
$2.68M
SA
866
Stewardship Advisors
Pennsylvania
$2.66M
SPW
867
Surience Private Wealth
Washington
$2.66M
DWS
868
Discipline Wealth Solutions
South Carolina
$2.66M
SWM
869
Stockman Wealth Management
Montana
$2.66M
OAM
870
Occidental Asset Management
California
$2.66M
FW
871
Fairway Wealth
Ohio
$2.66M
SHFA
872
SC&H Financial Advisors
Maryland
$2.65M
BCM
873
Beaumont Capital Management
Massachusetts
$2.64M
EF
874
Envision Financial
Wisconsin
$2.64M
CW
875
Cooksen Wealth
Texas
$2.63M