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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
FCH
126
Freestone Capital Holdings
Washington
$77.3M
WC
127
Westerkirk Capital
$76.9M
ZIM
128
Zacks Investment Management
Illinois
$76.3M
PP
129
PDS Planning
Ohio
$76.3M
RA
130
Rational Advisors
New York
$75.8M
BCM
131
Brookstone Capital Management
Illinois
$74.8M
ONB
132
Old National Bancorp
Indiana
$74.2M
JHCM
133
Juniper Hill Capital Management
California
$73.8M
UCFA
134
United Capital Financial Advisors
Texas
$72.3M
FCBT
135
First Citizens Bank & Trust
North Carolina
$71.7M
CST
136
Charles Schwab Trust
Nevada
$69.9M
BFG
137
Bouchey Financial Group
New York
$69.9M
PFA
138
Professional Financial Advisors
Nebraska
$68.4M
OC
139
Oarsman Capital
Wisconsin
$68.4M
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$68.3M
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$68M
SHGA
142
Sand Hill Global Advisors
California
$66.9M
Franklin Resources
143
Franklin Resources
California
$66.8M
TC
144
Trust Company
Kansas
$66.4M
EW
145
Evoke Wealth
California
$65.5M
EIG
146
Ellenbecker Investment Group
Wisconsin
$65M
MCWS
147
McKinley Carter Wealth Services
West Virginia
$64.9M
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$64.4M
BHWM
149
Bar Harbor Wealth Management
New Hampshire
$62.4M
EA
150
Efficient Advisors
Ohio
$62.2M