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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
FOA
1176
Five Oceans Advisors
California
$944K -$83.7K -844 -8%
AA
1177
Addison Advisors
Vermont
$942K -$10.1M -101,558 -92%
Fiera Capital (Canada)
1178
Fiera Capital (Canada)
Quebec, Canada
$937K -$46.2K -466 -5%
WHCFA
1179
William Howard & Co Financial Advisors
Tennessee
$936K
OHIS
1180
Oak Harvest Investment Services
Texas
$933K +$923K +9,306 New
OFS
1181
OneAscent Financial Services
Alabama
$932K -$23.4K -236 -2%
AF
1182
Apollon Financial
South Carolina
$930K -$109K -1,097 -11%
TWM
1183
Tolleson Wealth Management
Texas
$927K -$37K -373 -4%
AM
1184
AGF Management
Ontario, Canada
$922K
CCA
1185
Childress Capital Advisors
Texas
$918K +$72.4K +730 +9%
GWP
1186
Gateway Wealth Partners
Wisconsin
$907K -$44.1K -444 -5%
VA
1187
VestGen Advisors
Illinois
$907K -$3.97K -40 -0.4%
BFC
1188
Blue Fin Capital
Rhode Island
$907K -$20.5K -207 -2%
HWM
1189
HighMark Wealth Management
Minnesota
$896K -$14.1K -142 -2%
AFW
1190
Atlantic Family Wealth
Florida
$895K +$193K +1,941 +28%
SFG
1191
Sage Financial Group
Pennsylvania
$894K +$25.2K +254 +3%
FF
1192
Finley Financial
Nevada
$893K +$69.5K +700 +9%
BFA
1193
Beacon Financial Advisory
Ohio
$893K +$166K +1,673 +23%
SFG
1194
Sovereign Financial Group
Connecticut
$887K -$135K -1,357 -13%
SHIM
1195
Stone House Investment Management
Pennsylvania
$887K -$41.2K -415 -4%
HWM
1196
HRC Wealth Management
Idaho
$886K -$22.7K -229 -3%
CCP
1197
Carmel Capital Partners
California
$885K +$53.4K +538 +6%
IPWA
1198
International Private Wealth Advisors
California
$885K -$8.73K -88 -1%
WC
1199
Whitney & Co
New York
$882K +$86.8K +875 +11%
RFA
1200
Reyes Financial Architecture
California
$881K