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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
SP
1501
SIH Partners
Delaware
$363K
HBS
1502
Howard Bailey Securities
Indiana
$362K
PJWM
1503
Philip James Wealth Mangement
Georgia
$361K
WCM
1504
WealthBridge Capital Management
Ohio
$360K
MWM
1505
MGB Wealth Management
Texas
$359K
AR
1506
Apeiron RIA
Texas
$358K
SF
1507
Strategent Financial
Virginia
$357K
WA
1508
WP Advisors
California
$356K
PCM
1509
Prelude Capital Management
New York
$356K
MCWA
1510
Meadow Creek Wealth Advisors
Georgia
$355K
PRA
1511
Pine Ridge Advisers
New York
$355K
NA
1512
Note Advisors
New York
$353K
OBWP
1513
O'Brien Wealth Partners
Massachusetts
$351K
RA
1514
Rockingstone Advisors
Massachusetts
$351K
SWM
1515
Segment Wealth Management
Texas
$350K
AG
1516
AmeriFlex Group
Nevada
$349K
EFG
1517
Everhart Financial Group
Ohio
$349K
SWA
1518
SOA Wealth Advisors
New York
$349K
WCG
1519
Weaver Consulting Group
California
$349K
GFG
1520
GR Financial Group
Arizona
$348K
JFG
1521
Jefferies Financial Group
New York
$348K
LAM
1522
Lewis Asset Management
California
$347K
NG
1523
Novem Group
New York
$346K
EDRH
1524
Edmond de Rothschild Holding
Switzerland
$346K
CPCP
1525
Cedar Point Capital Partners
Iowa
$345K