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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
PGFC
1326
Peapack-Gladstone Financial Corp
New Jersey
$621K -$60.8K -613 -9%
Bank Julius Baer & Co
1327
Bank Julius Baer & Co
Switzerland
$619K
NP
1328
NorthRock Partners
Minnesota
$618K +$611K +6,160 New
CA
1329
Crewe Advisors
Utah
$617K
EWM
1330
Elevatus Welath Management
New York
$615K +$253K +2,555 +71%
UFA
1331
Uptown Financial Advisors
Texas
$614K -$4.07K -41 -0.7%
PF
1332
PlanWiser Financial
Colorado
$611K -$241K -2,429 -28%
VAMG
1333
Voisard Asset Management Group
Michigan
$605K -$1.03M -10,390 -63%
OWA
1334
Oak Wealth Advisors
Illinois
$604K +$1.39K +14 +0.2%
NCM
1335
Northwest Capital Management
Oregon
$603K -$2.42M -24,344 -80%
EWA
1336
ERTS Wealth Advisors
Michigan
$603K
BWG
1337
Beta Wealth Group
California
$600K +$594K +5,986 New
TF
1338
Trek Financial
Arizona
$589K +$97.2K +980 +20%
WIC
1339
Whitegate Investment Counselors
New Hampshire
$586K -$208K -2,096 -26%
WAG
1340
Winthrop Advisory Group
Massachusetts
$584K -$25K -252 -4%
WIA
1341
Wealthedge Investment Advisors
New York
$582K -$27.4K -276 -5%
CA
1342
Calton & Associates
Florida
$581K -$96.2K -970 -14%
ABC
1343
Associated Banc-Corp
Wisconsin
$579K +$305K +3,073 +114%
EWM
1344
Empirical Wealth Management
Washington
$575K -$46.7K -471 -8%
MSAM
1345
Moloney Securities Asset Management
Missouri
$575K +$27.4K +276 +5%
BWM
1346
BKM Wealth Management
Wisconsin
$572K +$45.8K +462 +9%
SGWM
1347
Sterling Group Wealth Management
California
$571K
AFA
1348
Arlington Financial Advisors
California
$571K +$565K +5,698 New
AAMC
1349
Asset Allocation & Management Company
Illinois
$571K
PIFP
1350
Partners in Financial Planning
Virginia
$570K +$1.59K +16 +0.3%