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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
BMA
1076
Brooks Moore & Associates
Tennessee
$1.26M
FWA
1077
FOCUS Wealth Advisors
Texas
$1.26M
FWM
1078
Forza Wealth Management
Florida
$1.26M +$24.8K +250 +2%
CAS
1079
Coppell Advisory Solutions
Texas
$1.26M +$210K +2,116 +20%
DFA
1080
Davies Financial Advisors
California
$1.26M -$42K -423 -3%
PCA
1081
Prosperity Capital Advisors
Ohio
$1.26M +$1.24M +12,538 New
MWS
1082
MFA Wealth Services
California
$1.26M -$18.7K -188 -1%
EE
1083
EWG Elevate
California
$1.25M +$368K +3,709 +43%
AP
1084
Americana Partners
Texas
$1.24M +$760K +7,662 +162%
AIA
1085
Affinity Investment Advisors
California
$1.24M +$49.6K +500 +4%
FA
1086
Fermata Advisors
California
$1.24M +$17.1K +172 +1%
ISL
1087
Ingalls & Snyder LLC
New York
$1.24M +$3.08K +31 +0.3%
PGAM
1088
Princeton Global Asset Management
New Jersey
$1.24M -$8.23K -83 -0.7%
SQA
1089
Simon Quick Advisors
New Jersey
$1.23M +$6.95K +70 +0.6%
RIM
1090
Rockbridge Investment Management
New York
$1.23M -$2.68K -27 -0.2%
SCP
1091
Stevens Capital Partners
Nebraska
$1.23M -$147K -1,484 -11%
WC
1092
Weil Company
California
$1.23M +$305K +3,077 +34%
DWT
1093
Dorsey & Whitney Trust
South Dakota
$1.23M
KWMG
1094
King Wealth Management Group
Florida
$1.22M -$25K -252 -2%
SPF
1095
South Plains Financial
Texas
$1.22M
DF
1096
Dunhill Financial
United Kingdom
$1.21M -$1.95M -19,609 Closed
WWM
1097
Western Wealth Management
Colorado
$1.2M +$40.9K +412 +4%
BP
1098
BBR Partners
New York
$1.2M
AAS
1099
Ameritas Advisory Services
Nebraska
$1.19M -$676K -6,813 -36%
ACA
1100
Aptus Capital Advisors
Alabama
$1.19M -$1.32M -13,346 -53%