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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
RF
1201
Rossby Financial
Florida
$860K
OGF
1202
Orin Green Financial
California
$859K
AA
1203
Armis Advisers
Georgia
$856K
HA
1204
Hanover Advisors
South Carolina
$856K
CPBTD
1205
Central Pacific Bank - Trust Division
Hawaii
$855K
OWM
1206
Orgel Wealth Management
Wisconsin
$854K
MSCM
1207
McElhenny Sheffield Capital Management
Texas
$850K
PP
1208
Patron Partners
Texas
$847K
HFS
1209
Hoge Financial Services
Pennsylvania
$843K
CG
1210
Caprock Group
Idaho
$842K
VFP
1211
Vested Financial Planning
California
$836K
PFM
1212
Potomac Fund Management
Florida
$834K
FLPIM
1213
F.L. Putnam Investment Management
Massachusetts
$833K
P
1214
Pitcairn
Pennsylvania
$830K
PMWMG
1215
Parr McKnight Wealth Management Group
Minnesota
$826K
CCFM
1216
Clear Creek Financial Management
Washington
$824K
SIS
1217
Sound Income Strategies
Florida
$824K
CMBA
1218
C.M. Bidwell & Associates
Hawaii
$822K
AWA
1219
Acorn Wealth Advisors
Michigan
$815K
HIM
1220
Hanlon Investment Management
New Jersey
$812K
ATI
1221
ARK & TLK Investments
Oklahoma
$811K
RPA
1222
Rock Point Advisors
Vermont
$807K
BFW
1223
Brady Family Wealth
Missouri
$799K
GCA
1224
Genesee Capital Advisors
New York
$797K
CIBC Asset Management
1225
CIBC Asset Management
Ontario, Canada
$796K