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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
MWM
976
Mission Wealth Management
California
$1.79M
SWM
977
Steinberganna Wealth Management
New York
$1.78M
RWM
978
RBA Wealth Management
California
$1.77M
CI
979
CPR Investments
Michigan
$1.77M
IP
980
Ignite Planners
California
$1.75M
AIM
981
Acropolis Investment Management
Missouri
$1.75M
OE
982
October Effect
Virginia
$1.75M
BA
983
Bellwether Advisors
Nebraska
$1.75M
HFF
984
Halter Ferguson Financial
Indiana
$1.73M
CANC
985
Culbertson A N & Co
Virginia
$1.72M
Bessemer Group
986
Bessemer Group
New Jersey
$1.72M
SC
987
Sepio Capital
Utah
$1.71M
HWMC
988
Heritage Wealth Management (California)
California
$1.71M
NWM
989
Navigation Wealth Management
Colorado
$1.7M
NWAG
990
Net Worth Advisory Group
Utah
$1.7M
VAG
991
Vannoy Advisory Group
Texas
$1.69M
FIG
992
FSA Investment Group
Florida
$1.68M
BCM
993
Bourgeon Capital Management
Connecticut
$1.68M
CWM
994
Cahaba Wealth Management
Georgia
$1.68M
CA
995
Clune & Associates
Illinois
$1.67M
WFA
996
WestHill Financial Advisors
California
$1.67M
WAAG
997
Wealth Alliance Advisory Group
Kansas
$1.67M
CCA
998
Carrera Capital Advisors
Michigan
$1.67M
BBWP
999
Beacon Bridge Wealth Partners
Pennsylvania
$1.66M
SWM
1000
Sentinel Wealth Management
Virginia
$1.66M