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