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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
ACA
1476
Anchor Capital Advisors
Massachusetts
$391K -$21.3K -215 -5%
CA
1477
Claro Advisors
Massachusetts
$391K +$27.6K +278 +8%
4A
1478
4Wealth Advisors
Illinois
$391K -$10.3K -104 -3%
PAA
1479
Peregrine Asset Advisers
Oregon
$385K -$992 -10 -0.3%
KC
1480
Knuff & Co
California
$381K +$378K +3,805 New
RF
1481
RHS Financial
California
$377K +$114K +1,145 +44%
LCWP
1482
Legacy Capital Wealth Partners
Arkansas
$376K +$2.08K +21 +0.6%
Wealthfront Advisers
1483
Wealthfront Advisers
California
$376K +$372K +3,747 New
MAS
1484
MPWM Advisory Solutions
Georgia
$375K +$45.2K +456 +14%
BDPWM
1485
Barnes Dennig Private Wealth Management
Ohio
$375K +$197K +1,983 +113%
FSA
1486
Financial Sense Advisors
California
$374K -$3.97K -40 -1%
PBF
1487
Petix & Botte Financial
California
$373K +$397 +4 +0.1%
SIM
1488
SSI Investment Management
California
$373K
CCMI
1489
Creative Capital Management Investments
California
$373K
LA
1490
LM Advisors
California
$372K +$43K +433 +13%
WJWM
1491
Williams Jones Wealth Management
New York
$371K -$146K -1,476 -29%
CWS
1492
Cypress Wealth Services
California
$370K +$16.7K +168 +5%
CBA
1493
Coastal Bridge Advisors
Connecticut
$369K +$2.68K +27 +0.7%
MA
1494
Montag & Associates
Georgia
$369K
CIR
1495
Clear Investment Research
Georgia
$369K +$99 +1 +0%
PSA
1496
Plum Street Advisors
Louisiana
$369K +$7.84K +79 +2%
SIS
1497
Strategic Investment Solutions
Illinois
$368K
S
1498
Sachetta
Massachusetts
$368K
WAL
1499
W Advisors LLC
Tennessee
$368K
DI
1500
Disciplined Investments
Oklahoma
$368K -$72.6K -732 -17%