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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
TVAMP
1101
Tennessee Valley Asset Management Partners
Tennessee
$1.18M +$571K +5,758 +95%
VAG
1102
VisionPoint Advisory Group
Texas
$1.18M -$614K -6,189 -34%
WAM
1103
Worth Asset Management
Texas
$1.17M -$98.6K -994 -8%
MAM
1104
McLean Asset Management
Virginia
$1.17M -$1.37M -13,762 -54%
AAG
1105
Armstrong Advisory Group
Massachusetts
$1.17M +$108K +1,087 +10%
MFG
1106
Mainsail Financial Group
Washington
$1.16M -$168K -1,695 -13%
AWM
1107
Avondale Wealth Management
Texas
$1.16M -$483K -4,871 -30%
PCA
1108
Providence Capital Advisors
North Carolina
$1.16M +$51.7K +521 +5%
PA
1109
Procyon Advisors
Connecticut
$1.16M -$37.2K -375 -3%
CCA
1110
Cadent Capital Advisors
Oklahoma
$1.15M +$1.14M +11,461 New
AWAU
1111
Alliance Wealth Advisors (Utah)
Utah
$1.14M +$210K +2,114 +23%
TTWM
1112
TCV Trust & Wealth Management
Virginia
$1.14M
TF
1113
TME Financial
California
$1.14M +$56.4K +568 +5%
RIA
1114
Realta Investment Advisors
Delaware
$1.14M +$10.4K +105 +0.9%
SFC
1115
Summit Financial Consulting
Michigan
$1.13M -$5.16K -52 -0.5%
YWM
1116
Yukon Wealth Management
Kansas
$1.13M
HW
1117
HORAN Wealth
Ohio
$1.13M +$1.12M +11,275 New
SMA
1118
Sage Mountain Advisors
Georgia
$1.13M -$214K -2,156 -16%
VFG
1119
V2 Financial group
Illinois
$1.12M -$695 -7 -0.1%
TWM
1120
Thrive Wealth Management
Pennsylvania
$1.12M -$1.91M -19,278 -63%
SSWM
1121
Sheets Smith Wealth Management
North Carolina
$1.12M +$30.3K +305 +3%
LWA
1122
LifeGoal Wealth Advisors
New York
$1.12M -$163K -1,644 -13%
PPWP
1123
Premier Path Wealth Partners
New Jersey
$1.12M +$80K +806 +8%
FPW
1124
Fairvoy Private Wealth
Alabama
$1.11M -$36.4K -367 -3%
FA
1125
Fountainhead AM
New Jersey
$1.11M +$238K +2,394 +27%