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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
HCM
1051
Howland Capital Management
Massachusetts
$1.4M
AFA
1052
Alpha Financial Advisors
North Carolina
$1.39M
PWG
1053
Private Wealth Group
Florida
$1.39M
DWP
1054
Daymark Wealth Partners
Ohio
$1.39M
GS
1055
GWN Securities
Florida
$1.38M
CFP
1056
Cascade Financial Partners
California
$1.38M
AIM
1057
Advyzon Investment Management
Illinois
$1.38M
RK
1058
Rather & Kittrell
Tennessee
$1.38M
SWP
1059
Strategic Wealth Partners
Ohio
$1.36M
CIA
1060
Capital Investment Advisors
Georgia
$1.35M
PCM
1061
Presidio Capital Management
California
$1.35M
LJAC
1062
L.J. Altfest & Co
New York
$1.34M
PWMAG
1063
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M
CCM
1064
Conway Capital Management
California
$1.31M
NAS
1065
Nicolet Advisory Services
Wisconsin
$1.3M
AWM
1066
Ariadne Wealth Management
California
$1.3M
PWP
1067
Phillips Wealth Planners
Mississippi
$1.28M
GPA
1068
Garrison Point Advisors
California
$1.28M
TCM
1069
TruNorth Capital Management
Michigan
$1.28M
BMA
1070
Brooks Moore & Associates
Tennessee
$1.26M
FWA
1071
FOCUS Wealth Advisors
Texas
$1.26M
FWM
1072
Forza Wealth Management
Florida
$1.26M
CAS
1073
Coppell Advisory Solutions
Texas
$1.26M
DFA
1074
Davies Financial Advisors
California
$1.26M
PCA
1075
Prosperity Capital Advisors
Ohio
$1.26M