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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
WCFA
1151
Walkner Condon Financial Advisors
Wisconsin
$994K
BPWM
1152
Badgley Phelps Wealth Managers
Washington
$993K
RI
1153
Rinkey Investments
California
$991K
FA
1154
Faithward Advisors
Pennsylvania
$989K
MWP
1155
Madison Wealth Partners
Wisconsin
$988K
BDFN
1156
Bond & Devick Financial Network
Minnesota
$987K
CA
1157
CoreCap Advisors
Michigan
$986K
AFFA
1158
ALM First Financial Advisors
Texas
$979K
PSCM
1159
Per Stirling Capital Management
Texas
$979K
TWP
1160
Total Wealth Planning
Ohio
$977K
IAG
1161
Investment Advisory Group
Massachusetts
$977K
SIM
1162
Stratos Investment Management
Ohio
$967K
RWP
1163
Revolve Wealth Partners
New Jersey
$965K
FAM
1164
Flaharty Asset Management
Florida
$956K
HP
1165
Holistic Planning
Texas
$955K
NB
1166
Nicolet Bankshares
Wisconsin
$951K
PW
1167
PUREfi Wealth
Massachusetts
$950K
FOA
1168
Five Oceans Advisors
California
$944K
AA
1169
Addison Advisors
Vermont
$942K
Fiera Capital (Canada)
1170
Fiera Capital (Canada)
Quebec, Canada
$937K
WHCFA
1171
William Howard & Co Financial Advisors
Tennessee
$936K
OHIS
1172
Oak Harvest Investment Services
Texas
$933K
OFS
1173
OneAscent Financial Services
Alabama
$932K
VCM
1174
Virtue Capital Management
Tennessee
$932K
AF
1175
Apollon Financial
South Carolina
$930K