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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
UB
1201
UMB Bank
Missouri
$879K -$290K -2,927 -25%
WS
1202
Wedbush Securities
California
$875K -$78.5K -791 -8%
HIP
1203
HUB Investment Partners
Texas
$874K +$439K +4,422 +103%
FCP
1204
Fidelis Capital Partners
Florida
$868K -$47.5K -479 -5%
PWA
1205
Portus Wealth Advisors
North Carolina
$867K +$858K +8,651 New
AT
1206
American Trust
Kentucky
$866K +$175K +1,760 +26%
RF
1207
Rossby Financial
Florida
$860K +$100K +1,011 +13%
OGF
1208
Orin Green Financial
California
$859K -$11K -111 -1%
AA
1209
Armis Advisers
Georgia
$856K +$7.84K +79 +0.9%
HA
1210
Hanover Advisors
South Carolina
$856K +$224K +2,262 +36%
CPBTD
1211
Central Pacific Bank - Trust Division
Hawaii
$855K -$4.76K -48 -0.6%
OWM
1212
Orgel Wealth Management
Wisconsin
$854K +$49.3K +497 +6%
MSCM
1213
McElhenny Sheffield Capital Management
Texas
$850K -$17.3K -174 -2%
PP
1214
Patron Partners
Texas
$847K
HFS
1215
Hoge Financial Services
Pennsylvania
$843K +$8.14K +82 +1%
CG
1216
Caprock Group
Idaho
$842K +$840K +8,469 New
VFP
1217
Vested Financial Planning
California
$836K +$191K +1,923 +30%
PFM
1218
Potomac Fund Management
Florida
$834K -$198 -2 -0%
FLPIM
1219
F.L. Putnam Investment Management
Massachusetts
$833K +$93.1K +938 +13%
P
1220
Pitcairn
Pennsylvania
$830K -$602K -6,070 -42%
PMWMG
1221
Parr McKnight Wealth Management Group
Minnesota
$826K -$202K -2,038 -20%
CCFM
1222
Clear Creek Financial Management
Washington
$824K +$96.4K +972 +13%
SIS
1223
Sound Income Strategies
Florida
$824K -$274K -2,759 -25%
CMBA
1224
C.M. Bidwell & Associates
Hawaii
$822K +$178K +1,795 +28%
AWA
1225
Acorn Wealth Advisors
Michigan
$815K +$60.4K +609 +8%