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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
PF
1326
PlanWiser Financial
Colorado
$611K
VCP
1327
Verus Capital Partners
Arizona
$607K
VAMG
1328
Voisard Asset Management Group
Michigan
$605K
OWA
1329
Oak Wealth Advisors
Illinois
$604K
NCM
1330
Northwest Capital Management
Oregon
$603K
EWA
1331
ERTS Wealth Advisors
Michigan
$603K
BWG
1332
Beta Wealth Group
California
$600K
TF
1333
Trek Financial
Arizona
$589K
WIC
1334
Whitegate Investment Counselors
New Hampshire
$586K
WAG
1335
Winthrop Advisory Group
Massachusetts
$584K
WIA
1336
Wealthedge Investment Advisors
New York
$582K
CA
1337
Calton & Associates
Florida
$581K
ABC
1338
Associated Banc-Corp
Wisconsin
$579K
EWM
1339
Empirical Wealth Management
Washington
$575K
MSAM
1340
Moloney Securities Asset Management
Missouri
$575K
BWM
1341
BKM Wealth Management
Wisconsin
$572K
SGWM
1342
Sterling Group Wealth Management
California
$571K
AFA
1343
Arlington Financial Advisors
California
$571K
AAMC
1344
Asset Allocation & Management Company
Illinois
$571K
PIFP
1345
Partners in Financial Planning
Virginia
$570K
CC
1346
Courier Capital
New York
$569K
GSIAS
1347
Garden State Investment Advisory Services
New Jersey
$564K
PWS
1348
Peterson Wealth Services
Utah
$564K
TL
1349
Tradewinds LLC
North Carolina
$561K
SWA
1350
Strategies Wealth Advisors
Michigan
$561K