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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
JBA
1451
Johnson Bixby & Associates
Washington
$415K +$411K +4,138 New
KIM
1452
Kestra Investment Management
Texas
$415K +$410K +4,136 New
2L
1453
25 LLC
Missouri
$413K
IWP
1454
Insight Wealth Partners
Texas
$413K -$9.43K -95 -2%
LC
1455
Luminist Capital
Michigan
$413K +$409K +4,120 New
BWL
1456
Bogart Wealth LLC
Virginia
$413K
SOS
1457
Silver Oak Securities
Tennessee
$412K -$152K -1,535 -27%
MW
1458
Members Wealth
Pennsylvania
$412K +$408K +4,112 New
SSC
1459
Syverson Strege & Co
Iowa
$410K +$1.19K +12 +0.3%
W
1460
WealthCollab
Washington
$409K
TPWA
1461
Twin Peaks Wealth Advisors
California
$409K +$8.53K +86 +2%
MF
1462
Manuka Financial
Virginia
$409K -$79.2K -798 -16%
EC
1463
EdgeRock Capital
Colorado
$409K +$405K +4,078 New
LWMI
1464
Legacy Wealth Management (Idaho)
Idaho
$406K -$44.3K -446 -10%
HCA
1465
Harpswell Capital Advisors
Maine
$402K +$398K +4,010 New
NCM
1466
New Capital Management
Texas
$401K -$1.62M -16,287 -80%
GCL
1467
Gouws Capital LLC
North Carolina
$401K +$189K +1,900 +90%
FRA
1468
Frank Rimerman Advisors
California
$401K
GAB
1469
German American Bancorp
Indiana
$399K
CFG
1470
Carter Financial Group
Illinois
$398K -$13.7K -138 -3%
TCOTS
1471
Trust Company of the South
North Carolina
$397K
CT
1472
Clearstead Trust
Maine
$396K
SSA
1473
SSA Swiss Advisors
$393K +$13K +131 +3%
GEA
1474
Glen Eagle Advisors
New Jersey
$393K +$98.8K +996 +34%
CAMG
1475
CWA Asset Management Group
Florida
$393K -$204K -2,061 -34%