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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
25.26%
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
BPA
126
Beacon Pointe Advisors
California
$78.1M -$21.9M -221,228 -22%
FCH
127
Freestone Capital Holdings
Washington
$77.3M +$7.74M +78,039 +11%
WC
128
Westerkirk Capital
$76.9M +$14.6M +147,220 +24%
ZIM
129
Zacks Investment Management
Illinois
$76.3M -$56.3K -567 -0.1%
PP
130
PDS Planning
Ohio
$76.3M +$2.13M +21,452 +3%
RA
131
Rational Advisors
New York
$75.8M -$866K -8,725 -1%
BCM
132
Brookstone Capital Management
Illinois
$74.8M +$4.86M +49,002 +7%
ONB
133
Old National Bancorp
Indiana
$74.2M +$169K +1,704 +0.2%
JHCM
134
Juniper Hill Capital Management
California
$73.8M
UCFA
135
United Capital Financial Advisors
Texas
$72.3M +$1.07M +10,770 +2%
FCBT
136
First Citizens Bank & Trust
North Carolina
$71.7M -$914M -9,210,693 -93%
CST
137
Charles Schwab Trust
Nevada
$69.9M +$2.5M +25,212 +4%
BFG
138
Bouchey Financial Group
New York
$69.9M +$2.92M +29,388 +4%
PFA
139
Professional Financial Advisors
Nebraska
$68.4M +$674K +6,796 +1%
OC
140
Oarsman Capital
Wisconsin
$68.4M +$63.5M +640,223 +1,531%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$68.3M +$2.31M +23,246 +4%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$68M +$31.9M +321,569 +90%
SHGA
143
Sand Hill Global Advisors
California
$66.9M +$1.97M +19,810 +3%
Franklin Resources
144
Franklin Resources
California
$66.8M -$2.75M -27,717 -4%
TC
145
Trust Company
Kansas
$66.4M +$2.09M +21,114 +3%
EW
146
Evoke Wealth
California
$65.5M -$6.18M -62,267 -9%
EIG
147
Ellenbecker Investment Group
Wisconsin
$65M +$5.02M +50,564 +8%
MCWS
148
McKinley Carter Wealth Services
West Virginia
$64.9M +$399K +4,020 +0.6%
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$64.4M
BHWM
150
Bar Harbor Wealth Management
New Hampshire
$62.4M +$2.67M +26,908 +5%