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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
BCG
1551
Bravias Capital Group
New Jersey
$326K -$49.6K -500 -13%
KF
1552
Krilogy Financial
Missouri
$325K +$322K +3,250 New
PIS
1553
POM Investment Strategies
North Carolina
$324K +$321K +3,231 New
RWM
1554
Riverbend Wealth Management
South Carolina
$320K
PWM
1555
Parkshore Wealth Management
California
$320K +$198 +2 +0.1%
FHC
1556
First Heartland Consultants
Missouri
$317K +$112K +1,130 +56%
IWA
1557
Icon Wealth Advisors
Texas
$316K +$59K +595 +23%
FNB
1558
Farmers National Bank
Kentucky
$315K -$21.8K -220 -7%
SAS
1559
Stelac Advisory Services
New York
$314K
IA
1560
IFG Advisors
Missouri
$314K +$311K +3,131 New
CIC
1561
Cutler Investment Counsel
Oregon
$313K
BW
1562
Basepoint Wealth
Iowa
$313K +$2.88K +29 +0.9%
SDWMA
1563
Schneider Downs Wealth Management Advisors
Pennsylvania
$312K +$3.27K +33 +1%
SCM
1564
Stonehearth Capital Management
Massachusetts
$309K +$306K +3,085 New
SC
1565
Stephenson & Company
California
$308K
MHR
1566
Matthew Hamilton Rosenberg
$308K -$76.5K -771 -20%
SWM
1567
Silverlake Wealth Management
Vermont
$307K -$16.3K -164 -5%
WIA
1568
Wetzel Investment Advisors
Indiana
$307K -$17K -171 -5%
MFG
1569
Magnus Financial Group
New York
$306K -$3.37K -34 -1%
LDB
1570
Lee, Danner & Bass
Tennessee
$305K
FWA
1571
FSM Wealth Advisors
Ohio
$304K +$20.6K +208 +7%
ACM
1572
Absolute Capital Management
Pennsylvania
$303K -$4.46K -45 -1%
PWP
1573
Perfromance Wealth Partners
Illinois
$302K -$11.7K -118 -4%
OWP
1574
Obermeyer Wealth Partners
Colorado
$301K +$298K +3,003 New
MGW
1575
MB Generational Wealth
Washington
$301K +$298K +3,001 New