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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
25.25%
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
PFA
1051
Pathway Financial Advisors
Vermont
$1.43M +$10.8K +109 +0.8%
SWA
1052
Sax Wealth Advisors
New Jersey
$1.42M -$163K -1,643 -10%
Tudor Investment Corp
1053
Tudor Investment Corp
Connecticut
$1.42M +$637K +6,423 +83%
HWM
1054
Horizons Wealth Management
North Carolina
$1.41M +$95K +958 +7%
OWA
1055
One Wealth Advisors
California
$1.41M +$595K +6,002 +75%
CRC
1056
Curi RMB Capital
Illinois
$1.4M +$24.8K +250 +2%
HCM
1057
Howland Capital Management
Massachusetts
$1.4M -$117K -1,176 -8%
AFA
1058
Alpha Financial Advisors
North Carolina
$1.39M +$16.4K +165 +1%
PWG
1059
Private Wealth Group
Florida
$1.39M +$92K +927 +7%
DWP
1060
Daymark Wealth Partners
Ohio
$1.39M -$18.8K -189 -1%
GS
1061
GWN Securities
Florida
$1.38M +$106K +1,067 +8%
CFP
1062
Cascade Financial Partners
California
$1.38M +$695 +7 +0.1%
AIM
1063
Advyzon Investment Management
Illinois
$1.38M +$522K +5,264 +62%
RK
1064
Rather & Kittrell
Tennessee
$1.38M -$433K -4,369 -24%
SWP
1065
Strategic Wealth Partners
Ohio
$1.36M +$120K +1,212 +10%
CIA
1066
Capital Investment Advisors
Georgia
$1.35M +$81.2K +818 +6%
PCM
1067
Presidio Capital Management
California
$1.35M -$48K -484 -3%
LJAC
1068
L.J. Altfest & Co
New York
$1.34M +$39.8K +401 +3%
PWMAG
1069
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$7.44K +75 +0.6%
CCM
1070
Conway Capital Management
California
$1.31M
NAS
1071
Nicolet Advisory Services
Wisconsin
$1.3M +$90.3K +910 +8%
AWM
1072
Ariadne Wealth Management
California
$1.3M
PWP
1073
Phillips Wealth Planners
Mississippi
$1.28M +$31.5K +317 +3%
GPA
1074
Garrison Point Advisors
California
$1.28M -$78.4K -790 -6%
TCM
1075
TruNorth Capital Management
Michigan
$1.28M +$248K +2,497 +24%