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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
25.26%
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
GCM
1576
Gables Capital Management
Florida
$301K
CF
1577
Centaurus Financial
California
$300K -$3.37K -34 -1%
TC
1578
Tenret Company
Florida
$300K
TCG
1579
Transcendent Capital Group
Oklahoma
$297K -$70.5K -711 -19%
EF
1580
Elite Financial
Idaho
$297K +$294K +2,967 New
SC
1581
Sykon Capital
New York
$295K +$43.3K +436 +17%
EWA
1582
EverSource Wealth Advisors
Alabama
$295K -$2.09M -21,021 -88%
EA
1583
Ergawealth Advisors
Illinois
$295K +$292K +2,940 New
CWA
1584
Clearview Wealth Advisors
Oregon
$294K +$25.3K +255 +10%
WF
1585
WinCap Financial
Massachusetts
$294K -$18.5K -186 -6%
HFP
1586
Holistic Financial Partners
Indiana
$291K
EHC
1587
Everett Harris & Co
California
$290K
RIG
1588
RiverFront Investment Group
Virginia
$290K -$94.6K -953 -25%
SCM
1589
Stordahl Capital Management
Colorado
$288K -$2.88K -29 -1%
EWM
1590
Endowment Wealth Management
Wisconsin
$288K +$794 +8 +0.3%
WAM
1591
WNY Asset Management
New York
$288K -$169K -1,706 -37%
IBOK
1592
Independence Bank of Kentucky
Kentucky
$288K
RCM
1593
Richardson Capital Management
Wisconsin
$287K +$284K +2,863 New
SFP
1594
Sandbox Financial Partners
Maryland
$285K +$1.49K +15 +0.5%
CG
1595
Curat Global
New Hampshire
$285K +$149K +1,500 +111%
AIM
1596
Anchor Investment Management
South Carolina
$284K +$8.53K +86 +3%
PW
1597
Potentia Wealth
California
$284K +$64.9K +654 +30%
ACA
1598
Affinity Capital Advisors
California
$282K -$23.1K -233 -8%
CMP
1599
Courage Miller Partners
Virginia
$281K +$99 +1 +0%
UBG
1600
United Bank (Georgia)
Georgia
$281K +$1.19K +12 +0.4%