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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
25.26%
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
Comerica Bank
76
Comerica Bank
Texas
$169M +$7.42M +74,834 +5%
CAAS
77
Capital Asset Advisory Services
Michigan
$164M +$3.41M +34,366 +2%
DWM
78
Destination Wealth Management
California
$154M +$7.85M +79,110 +5%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$145M +$2.57M +25,909 +2%
WB
80
WesBanco Bank
West Virginia
$143M +$9.1M +91,739 +7%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$142M
MML Investors Services
82
MML Investors Services
Massachusetts
$140M +$2.96M +29,825 +2%
R
83
Rebalance
California
$136M +$5.66M +57,059 +4%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$133M +$8.32M +83,901 +7%
SMFG
85
Sumitomo Mitsui Financial Group
Japan
$132M +$11.3M +114,325 +10%
PS
86
Principal Securities
Iowa
$131M +$10.4M +104,435 +9%
CCM
87
Coldstream Capital Management
Washington
$129M +$40.1M +404,515 +46%
Victory Capital Management
88
Victory Capital Management
Texas
$128M +$36.5M +368,173 +41%
TW
89
Trajan Wealth
Arizona
$127M -$2.49M -25,133 -2%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$123M +$16M +161,725 +15%
KWM
91
Kingsview Wealth Management
Oregon
$120M -$39.8M -401,517 -25%
Fisher Asset Management
92
Fisher Asset Management
Washington
$118M +$5.38M +54,196 +5%
MCCA
93
Mill Creek Capital Advisors
Pennsylvania
$117M +$6.31M +63,577 +6%
RWM
94
Ritholtz Wealth Management
New York
$116M +$7.92M +79,849 +7%
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$112M +$28.8M +290,122 +35%
BCI
96
Brinker Capital Investments
Pennsylvania
$111M +$17.9M +180,075 +19%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$111M +$15.5M +155,796 +16%
Corient Private Wealth
98
Corient Private Wealth
Florida
$107M +$15.1M +152,339 +16%
HFS
99
Hantz Financial Services
Michigan
$106M +$36.4M +366,809 +53%
G
100
GenTrust
Florida
$106M -$3.94M -39,712 -4%