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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
SHJ
1151
Sharkey, Howes & Javer
Colorado
$1.03M -$38.9K -392 -4%
WGC
1152
Watts Gwilliam & Co
Arizona
$1.02M
AA
1153
Advisory Alpha
Michigan
$1.01M +$60.8K +613 +6%
SC
1154
Shuttleworth & Co
Ohio
$1M +$995K +10,024 New
BCM
1155
Bowie Capital Management
Texas
$1M
HH
1156
Hilltop Holdings
Texas
$998K -$9.92K -100 -1%
PIA
1157
Perennial Investment Advisors
California
$997K +$42.2K +425 +4%
STA
1158
Smith Thornton Advisors
Alabama
$996K +$4.46K +45 +0.5%
WCFA
1159
Walkner Condon Financial Advisors
Wisconsin
$994K +$984K +9,913 New
BPWM
1160
Badgley Phelps Wealth Managers
Washington
$993K
RI
1161
Rinkey Investments
California
$991K -$30.1K -303 -3%
FA
1162
Faithward Advisors
Pennsylvania
$989K +$979K +9,870 New
MWP
1163
Madison Wealth Partners
Wisconsin
$988K +$118K +1,185 +14%
BDFN
1164
Bond & Devick Financial Network
Minnesota
$987K +$22.6K +228 +2%
CA
1165
CoreCap Advisors
Michigan
$986K -$7.24K -73 -0.7%
AFFA
1166
ALM First Financial Advisors
Texas
$979K
PSCM
1167
Per Stirling Capital Management
Texas
$979K +$992 +10 +0.1%
TWP
1168
Total Wealth Planning
Ohio
$977K +$46.7K +471 +5%
IAG
1169
Investment Advisory Group
Massachusetts
$977K +$156K +1,572 +19%
SIM
1170
Stratos Investment Management
Ohio
$967K -$12.9K -130 -1%
RWP
1171
Revolve Wealth Partners
New Jersey
$965K +$20.2K +204 +2%
FAM
1172
Flaharty Asset Management
Florida
$956K +$150K +1,515 +19%
HP
1173
Holistic Planning
Texas
$955K -$92.2K -929 -9%
NB
1174
Nicolet Bankshares
Wisconsin
$951K +$115K +1,164 +14%
PW
1175
PUREfi Wealth
Massachusetts
$950K +$52.4K +528 +6%