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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
HWM
1401
Hemington Wealth Management
Virginia
$475K +$1.98K +20 +0.4%
BC
1402
Burney Company
Virginia
$474K +$1.39K +14 +0.3%
DQRIM
1403
Dale Q Rice Investment Management
Washington
$473K -$11.8K -119 -2%
YDMI
1404
Y.D. More Investments
Israel
$470K +$27.3K +275 +6%
DW30
1405
Drucker Wealth 3.0
New Jersey
$469K -$13.4K -135 -3%
HHGA
1406
Halbert Hargrove Global Advisors
California
$469K
SCG
1407
Sonata Capital Group
Washington
$468K
NWA
1408
New World Advisors
Massachusetts
$467K -$15.2K -153 -3%
TYCC
1409
Texas Yale Capital Corp
Florida
$467K -$183K -1,840 -28%
MW
1410
MBL Wealth
North Carolina
$465K -$11.4K -115 -2%
VFG
1411
Victory Financial Group
Texas
$464K -$8.33K -84 -2%
RBC
1412
Romano Brothers & Co
Illinois
$463K +$116K +1,170 +34%
TWM
1413
TSA Wealth Management
Texas
$462K -$73.1K -737 -14%
GA
1414
Guerra Advisors
Florida
$461K -$33K -333 -7%
PWM
1415
Power Wealth Management
Georgia
$460K -$27.9K -281 -6%
HTC
1416
Haverford Trust Company
Pennsylvania
$460K
BFG
1417
Birch Financial Group
New Hampshire
$457K -$37.2K -375 -8%
BWM
1418
BAM Wealth Management
Colorado
$456K +$451K +4,550 New
SA
1419
Sonoma Allocations
California
$455K +$446K +4,497 New
RIM
1420
RW Investment Management
Idaho
$453K -$397 -4 -0.1%
HWA
1421
Heritage Wealth Advisors
Virginia
$453K +$4.46K +45 +1%
BIS
1422
BG Investment Services
Guam
$452K -$1.17M -11,761 -72%
HR
1423
Howe & Rusling
New York
$451K +$13.9K +140 +3%
AHL
1424
Abel Hall LLC
Louisiana
$451K -$2.18K -22 -0.5%
ITC
1425
Inspire Trust Company
Nevada
$450K