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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
NSIM
1501
North Star Investment Management
Illinois
$367K +$1.98K +20 +0.5%
SPA
1502
Sentinel Pension Advisors
Massachusetts
$365K +$1.49K +15 +0.4%
NG
1503
Northstar Group
New York
$364K
BWM
1504
Brickley Wealth Management
California
$364K +$11.7K +118 +3%
WPC
1505
Waters Parkerson & Co
Louisiana
$363K +$70.4K +710 +24%
SP
1506
SIH Partners
Delaware
$363K +$359K +3,620 New
HBS
1507
Howard Bailey Securities
Indiana
$362K +$87.5K +882 +32%
PJWM
1508
Philip James Wealth Mangement
Georgia
$361K
WCM
1509
WealthBridge Capital Management
Ohio
$360K +$356K +3,590 New
VCP
1510
Verus Capital Partners
Arizona
$359K +$19.4K +196 +6%
MWM
1511
MGB Wealth Management
Texas
$359K
AR
1512
Apeiron RIA
Texas
$358K -$34.8K -351 -9%
SF
1513
Strategent Financial
Virginia
$357K
WA
1514
WP Advisors
California
$356K +$3.37K +34 +1%
PCM
1515
Prelude Capital Management
New York
$356K +$352K +3,550 New
MCWA
1516
Meadow Creek Wealth Advisors
Georgia
$355K -$8.93K -90 -2%
PRA
1517
Pine Ridge Advisers
New York
$355K
NA
1518
Note Advisors
New York
$353K +$12.6K +127 +4%
OBWP
1519
O'Brien Wealth Partners
Massachusetts
$351K +$107K +1,081 +45%
RA
1520
Rockingstone Advisors
Massachusetts
$351K -$49.6K -500 -13%
SWM
1521
Segment Wealth Management
Texas
$350K +$5.95K +60 +2%
AG
1522
AmeriFlex Group
Nevada
$349K +$100K +1,009 +41%
EFG
1523
Everhart Financial Group
Ohio
$349K -$695 -7 -0.2%
SWA
1524
SOA Wealth Advisors
New York
$349K +$7.74K +78 +2%
WCG
1525
Weaver Consulting Group
California
$349K +$26.2K +264 +8%