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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
RWIA
1301
Roger Wittlin Investment Advisory
California
$660K +$6.35K +64 +1%
SFP
1302
Shepherd Financial Partners
Massachusetts
$658K -$31.1K -313 -5%
KFP
1303
Kerr Financial Planning
California
$655K +$649K +6,538 New
ICM
1304
IMS Capital Management
Oregon
$654K
RPGK
1305
Retirement Planning Group (Kansas)
Kansas
$654K -$1.19K -12 -0.2%
PS
1306
Planned Solutions
California
$653K +$21.6K +218 +3%
PWM
1307
PMG Wealth Management
Illinois
$651K +$248K +2,500 +63%
MAM
1308
Milestone Asset Management
Pennsylvania
$651K -$747K -7,526 -54%
HP
1309
Hilltop Partners
Indiana
$651K +$23.3K +235 +4%
LA
1310
Latitude Advisors
Florida
$649K +$7.04K +71 +1%
CA
1311
Cambridge Advisors
Nebraska
$647K
PFG
1312
PAX Financial Group
Texas
$642K +$60.5K +610 +11%
PP
1313
Patten & Patten
Tennessee
$638K -$21.1K -213 -3%
SIMG
1314
Sonora Investment Management Group
Arizona
$630K -$992 -10 -0.2%
CSPIA
1315
Cary Street Partners Investment Advisory
Virginia
$628K +$146K +1,468 +31%
CWM
1316
Cornerstone Wealth Management
Missouri
$627K -$6.75K -68 -1%
RWM
1317
Rialto Wealth Management
New York
$626K -$1.56M -15,730 -72%
WWM
1318
Woodside Wealth Management
Massachusetts
$626K +$10.3K +104 +2%
BCP
1319
Berkeley Capital Partners
Georgia
$625K +$6.15K +62 +1%
PC
1320
Prairiewood Capital
North Dakota
$625K +$58K +585 +10%
T
1321
TrueFG
Texas
$624K +$28K +282 +5%
BWP
1322
Bernardo Wealth Planning
Pennsylvania
$623K +$3.67K +37 +0.6%
FNWM
1323
Financial Network Wealth Management
Utah
$623K +$618K +6,225 New
MAM
1324
MMA Asset Management
Pennsylvania
$623K -$16.1K -162 -3%
AF
1325
Abound Financial
California
$621K -$8.63K -87 -1%