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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
CC
1351
Courier Capital
New York
$569K -$69.7K -702 -11%
GSIAS
1352
Garden State Investment Advisory Services
New Jersey
$564K -$3.97K -40 -0.7%
PWS
1353
Peterson Wealth Services
Utah
$564K -$469K -4,728 -83%
TL
1354
Tradewinds LLC
North Carolina
$561K -$2.75M -27,699 -83%
SWA
1355
Strategies Wealth Advisors
Michigan
$561K -$149K -1,505 -21%
BHB
1356
Bank Hapoalim BM
Israel
$560K
NCFG
1357
New Century Financial Group
New Jersey
$556K -$1.16M -11,726 -68%
LWL
1358
Leo Wealth LLC
Texas
$555K +$49.4K +498 +10%
CCAL
1359
City Center Advisors LLC
Michigan
$553K +$102K +1,030 +23%
SCM
1360
Seascape Capital Management
New Hampshire
$553K
PC
1361
Promus Capital
Illinois
$548K -$2.28K -23 -0.4%
HIS
1362
Harvest Investment Services
Illinois
$548K -$4.46K -45 -0.8%
WTC
1363
WhitTier Trust Company
Nevada
$546K -$42K -423 -7%
OWP
1364
ORG Wealth Partners
Texas
$546K +$2.98K +30 +0.6%
BOSSRA
1365
B.O.S.S. Retirement Advisors
Utah
$545K -$148K -1,490 -22%
CGA
1366
Crescent Grove Advisors
Illinois
$544K +$231K +2,333 +75%
FWP
1367
FAS Wealth Partners
Kansas
$539K -$1.79K -18 -0.3%
PG
1368
Proffitt & Goodson
Tennessee
$538K -$397 -4 -0.1%
CB
1369
Cadence Bank
Mississippi
$538K -$2.78K -28 -0.5%
SFCL
1370
Strengthening Families & Communities LLC
Massachusetts
$538K +$532K +5,365 New
CCB
1371
Country Club Bank
Missouri
$536K -$6.95K -70 -1%
SFS
1372
Summit Financial Strategies
Ohio
$535K -$24.1K -243 -4%
BRIA
1373
Balanced Rock Investment Advisors
Massachusetts
$533K -$10.9K -110 -2%
PAM
1374
Palisade Asset Management
Minnesota
$533K +$35.6K +359 +7%
DSA
1375
Droms Strauss Advisors
Missouri
$525K +$50.6K +510 +11%