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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
25.26%
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
GLLW
101
Graves Light Lenhart Wealth
Virginia
$103M +$1.59M +15,983 +2%
KeyBank National Association
102
KeyBank National Association
Ohio
$102M +$2.83M +28,480 +3%
CAG
103
Crestwood Advisors Group
Massachusetts
$102M -$3.8M -38,293 -4%
VAS
104
Vestmark Advisory Solutions
Massachusetts
$102M -$51.9M -523,264 -34%
CFFP
105
Center for Financial Planning
Michigan
$100M +$3.43M +34,563 +4%
Sumitomo Mitsui Trust Group
106
Sumitomo Mitsui Trust Group
Japan
$99.5M
GKWIM
107
Gerber Kawasaki Wealth & Investment Management
California
$99.2M +$13.8M +139,045 +16%
NPT
108
National Philanthropic Trust
Pennsylvania
$97.3M +$3.13M +31,537 +3%
Macquarie Group
109
Macquarie Group
Australia
$95.1M +$94.1M +948,261 New
SWP
110
Sagespring Wealth Partners
Tennessee
$94.7M -$11.2M -112,965 -0.5%
TI
111
Tidal Investments
Wisconsin
$94.5M +$3.43M +34,610 +4%
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$90.8M -$73.6K -742 -0.1%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$90.2M -$5.97M -60,220 -6%
TNBTD
114
Trustmark National Bank Trust Department
Mississippi
$89.4M -$2.7M -27,220 -3%
SCP
115
Stamos Capital Partners
California
$89.4M +$40.4M +407,443 +84%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$89.4M +$2.63M +26,505 +3%
SCM
117
Steele Capital Management
Iowa
$88M +$6.65M +67,015 +8%
NA
118
NewEdge Advisors
Louisiana
$87.7M +$4.55M +45,831 +6%
MWP
119
Meridian Wealth Partners
Pennsylvania
$86.1M +$3.49M +35,132 +4%
BAAM
120
Baker Avenue Asset Management
California
$84.5M -$2.88M -29,005 -3%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$84.3M +$4.11M +41,460 +5%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$83M +$16.9M +170,279 +26%
AF
123
Affiance Financial
Minnesota
$82.7M +$8.92M +89,933 +12%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$79.1M -$23.2M -233,920 -23%
IGAM
125
iA Global Asset Management
Quebec, Canada
$78.3M +$6.5M +65,490 +9%