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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
CCA
1001
Carrera Capital Advisors
Michigan
$1.67M
BBWP
1002
Beacon Bridge Wealth Partners
Pennsylvania
$1.66M
SWM
1003
Sentinel Wealth Management
Virginia
$1.66M
DMIC
1004
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.65M
HKIM
1005
Hayek Kallen Investment Management
Alabama
$1.65M
MFS
1006
Miller Financial Services
Michigan
$1.65M
BC
1007
Bakala Capital
South Carolina
$1.64M
AIS
1008
American Investment Services
Massachusetts
$1.64M
Optiver Holding
1009
Optiver Holding
Netherlands
$1.63M
IIC
1010
Ironwood Investment Counsel
Arizona
$1.63M
CFG
1011
Carr Financial Group
Massachusetts
$1.6M
TFA
1012
Transamerica Financial Advisors
Florida
$1.6M
AUB
1013
Atlantic Union Bankshares
Virginia
$1.59M
FWM
1014
Fonville Wealth Management
Virginia
$1.59M
NP
1015
Nilsine Partners
Colorado
$1.58M
Nomura Asset Management
1016
Nomura Asset Management
Japan
$1.58M
EIA
1017
Edgemoor Investment Advisors
Maryland
$1.58M
BP
1018
Ballentine Partners
Massachusetts
$1.57M
SC
1019
Schiavi & Co
Delaware
$1.56M
BWA
1020
Beam Wealth Advisors
Louisiana
$1.55M
FNT
1021
First National Trust
Pennsylvania
$1.55M
JF
1022
Jump Financial
Illinois
$1.54M
PB
1023
Pinnacle Bancorp
Nebraska
$1.54M
CAL
1024
Capital Analysts LLC
Pennsylvania
$1.53M
SW
1025
SlateStone Wealth
Florida
$1.51M