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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
1126
Aprio Wealth Management
Georgia
$1.1M
PFG
1127
Pacific Financial Group
Washington
$1.1M
AWC
1128
Abundance Wealth Counselors
Pennsylvania
$1.1M
RTL
1129
Red Tortoise LLC
Georgia
$1.1M
FWIA
1130
Fort Washington Investment Advisors
Ohio
$1.09M
FH
1131
FWG Holdings
Florida
$1.09M
BFA
1132
Brendel Financial Advisors
New Hampshire
$1.08M
PI
1133
PineBridge Investments
New York
$1.07M
LA
1134
Lifeworks Advisors
Michigan
$1.07M
Q1WB
1135
Quest 10 Wealth Builders
Virginia
$1.06M
BFS
1136
BridgePort Financial Solutions
Iowa
$1.06M
LNWWM
1137
Laird Norton Wetherby Wealth Management
California
$1.05M
EIP
1138
Ellis Investment Partners
Pennsylvania
$1.05M
SGCA
1139
Steel Grove Capital Advisors
Tennessee
$1.05M
MSK
1140
Melissa S. Kampmann
$1.04M
FFG
1141
Fiduciary Financial Group
California
$1.04M
AW
1142
Alteri Wealth
California
$1.04M
BCM
1143
BTC Capital Management
Iowa
$1.04M
BCM
1144
Brookmont Capital Management
Texas
$1.03M
SHJ
1145
Sharkey, Howes & Javer
Colorado
$1.03M
WGC
1146
Watts Gwilliam & Co
Arizona
$1.02M
AA
1147
Advisory Alpha
Michigan
$1.01M
SC
1148
Shuttleworth & Co
Ohio
$1M
BCM
1149
Bowie Capital Management
Texas
$1M
HH
1150
Hilltop Holdings
Texas
$998K