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iShares Core US Aggregate Bond ETF

1,905 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 154 funds opening new positions, 948 increasing their positions, 593 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$939M)

2.9% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,905
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
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

Top Sellers

1 -$1.92B
2 -$1.15B
3 -$923M
4
Jane Street
Jane Street
New York
-$441M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
1476
Barnes Dennig Private Wealth Management
Ohio
$375K
FSA
1477
Financial Sense Advisors
California
$374K
PBF
1478
Petix & Botte Financial
California
$373K
SIM
1479
SSI Investment Management
California
$373K
CCMI
1480
Creative Capital Management Investments
California
$373K
LA
1481
LM Advisors
California
$372K
WJWM
1482
Williams Jones Wealth Management
New York
$371K
CWS
1483
Cypress Wealth Services
California
$370K
CBA
1484
Coastal Bridge Advisors
Connecticut
$369K
MA
1485
Montag & Associates
Georgia
$369K
CIR
1486
Clear Investment Research
Georgia
$369K
PSA
1487
Plum Street Advisors
Louisiana
$369K
SIS
1488
Strategic Investment Solutions
Illinois
$368K
S
1489
Sachetta
Massachusetts
$368K
WAL
1490
W Advisors LLC
Tennessee
$368K
DI
1491
Disciplined Investments
Oklahoma
$368K
NSIM
1492
North Star Investment Management
Illinois
$367K
SPA
1493
Sentinel Pension Advisors
Massachusetts
$365K
NG
1494
Northstar Group
New York
$364K
BWM
1495
Brickley Wealth Management
California
$364K
WPC
1496
Waters Parkerson & Co
Louisiana
$363K
SP
1497
SIH Partners
Delaware
$363K
PJWM
1498
Philip James Wealth Mangement
Georgia
$361K
WCM
1499
WealthBridge Capital Management
Ohio
$360K
MWM
1500
MGB Wealth Management
Texas
$359K