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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
PIA
1151
Perennial Investment Advisors
California
$997K
STA
1152
Smith Thornton Advisors
Alabama
$996K
WCFA
1153
Walkner Condon Financial Advisors
Wisconsin
$994K
BPWM
1154
Badgley Phelps Wealth Managers
Washington
$993K
RI
1155
Rinkey Investments
California
$991K
FA
1156
Faithward Advisors
Pennsylvania
$989K
MWP
1157
Madison Wealth Partners
Wisconsin
$988K
BDFN
1158
Bond & Devick Financial Network
Minnesota
$987K
CA
1159
CoreCap Advisors
Michigan
$986K
AFFA
1160
ALM First Financial Advisors
Texas
$979K
PSCM
1161
Per Stirling Capital Management
Texas
$979K
TWP
1162
Total Wealth Planning
Ohio
$977K
IAG
1163
Investment Advisory Group
Massachusetts
$977K
SIM
1164
Stratos Investment Management
Ohio
$967K
RWP
1165
Revolve Wealth Partners
New Jersey
$965K
FAM
1166
Flaharty Asset Management
Florida
$956K
HP
1167
Holistic Planning
Texas
$955K
NB
1168
Nicolet Bankshares
Wisconsin
$951K
PW
1169
PUREfi Wealth
Massachusetts
$950K
FOA
1170
Five Oceans Advisors
California
$944K
AA
1171
Addison Advisors
Vermont
$942K
Fiera Capital (Canada)
1172
Fiera Capital (Canada)
Quebec, Canada
$937K
WHCFA
1173
William Howard & Co Financial Advisors
Tennessee
$936K
OHIS
1174
Oak Harvest Investment Services
Texas
$933K
OFS
1175
OneAscent Financial Services
Alabama
$932K