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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
PA
1101
Procyon Advisors
Connecticut
$1.16M
CCA
1102
Cadent Capital Advisors
Oklahoma
$1.15M
AWAU
1103
Alliance Wealth Advisors (Utah)
Utah
$1.14M
TTWM
1104
TCV Trust & Wealth Management
Virginia
$1.14M
TF
1105
TME Financial
California
$1.14M
RIA
1106
Realta Investment Advisors
Delaware
$1.14M
SFC
1107
Summit Financial Consulting
Michigan
$1.13M
YWM
1108
Yukon Wealth Management
Kansas
$1.13M
HW
1109
HORAN Wealth
Ohio
$1.13M
SMA
1110
Sage Mountain Advisors
Georgia
$1.13M
VFG
1111
V2 Financial group
Illinois
$1.12M
TWM
1112
Thrive Wealth Management
Pennsylvania
$1.12M
SSWM
1113
Sheets Smith Wealth Management
North Carolina
$1.12M
LWA
1114
LifeGoal Wealth Advisors
New York
$1.12M
PPWP
1115
Premier Path Wealth Partners
New Jersey
$1.12M
FPW
1116
Fairvoy Private Wealth
Alabama
$1.11M
FA
1117
Fountainhead AM
New Jersey
$1.11M
GFA
1118
Gladwyn Financial Advisors
Virginia
$1.11M
NFW
1119
Noble Family Wealth
Florida
$1.11M
Neuberger Berman Group
1120
Neuberger Berman Group
New York
$1.11M
AW
1121
Avion Wealth
Texas
$1.11M
TFGT
1122
TS Financial Group (TSFG)
Illinois
$1.1M
CWM
1123
Connecticut Wealth Management
Connecticut
$1.1M
AWM
1124
Aprio Wealth Management
Georgia
$1.1M
PFG
1125
Pacific Financial Group
Washington
$1.1M