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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
AWM
926
Aries Wealth Management
Maine
$2.21M
AWMS
927
Advocacy Wealth Management Services
Georgia
$2.2M
LWM
928
LongView Wealth Management
Georgia
$2.2M
LPFG
929
Landing Point Financial Group
Ohio
$2.2M
AI
930
Auour Investments
Massachusetts
$2.19M
ISB
931
Iowa State Bank
Iowa
$2.18M
CIA
932
Choate Investment Advisors
Massachusetts
$2.17M
PCWA
933
Pacific Capital Wealth Advisors
California
$2.17M
TSW
934
Thompson Siegel & Walmsley
Virginia
$2.16M
MAWA
935
Moss Adams Wealth Advisors
Washington
$2.15M
WMA
936
West Michigan Advisors
Michigan
$2.14M
PCM
937
Pointe Capital Management
Michigan
$2.12M
GIA
938
Gladstone Institutional Advisory
Florida
$2.11M
BCM
939
Becker Capital Management
Oregon
$2.08M
LKBC
940
L.K. Benson & Company
Maryland
$2.07M
VFA
941
Voya Financial Advisors
Connecticut
$2.07M
BFPW
942
BOK Financial Private Wealth
Colorado
$2.07M
HCM
943
Hollencrest Capital Management
California
$2.05M
JFG
944
JMG Financial Group
Illinois
$2.05M
GWM
945
GSB Wealth Management
Connecticut
$2.04M
DI
946
Diligent Investors
California
$2.04M
BWM
947
Boyd Wealth Management
California
$2.01M
BW
948
Blalock Williams
Alabama
$2M
NFP
949
Narus Financial Partners
Utah
$1.98M
CB
950
Chris Bulman
California
$1.98M