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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
SCA
1601
Stonebridge Capital Advisors
Minnesota
$281K
OPA
1602
Old Port Advisors
Maine
$281K +$15.3K +154 +6%
BMC
1603
Benin Management Corp
Connecticut
$280K
WLIM
1604
White Lighthouse Investment Management
Massachusetts
$280K +$28.8K +290 +12%
S
1605
SignatureFD
Georgia
$279K -$10.6K -107 -4%
AIP
1606
Almanack Investment Partners
Pennsylvania
$278K +$34K +343 +14%
CAM
1607
Concorde Asset Management
Michigan
$278K +$275K +2,769 New
KIM
1608
Karpus Investment Management
New York
$277K +$274K +2,760 New
TCM
1609
Traub Capital Management
Massachusetts
$276K
DSC
1610
Duncker Streett & Co
Missouri
$274K +$93.5K +942 +53%
WWM
1611
Wolff Wiese Magana
California
$274K +$7.04K +71 +3%
SF
1612
SWP Financial
California
$274K -$25.5K -257 -9%
FFA
1613
Fragasso Financial Advisors
Pennsylvania
$271K +$1.19K +12 +0.4%
VCM
1614
Vivaldi Capital Management
Illinois
$270K -$27.7K -279 -9%
IFO
1615
Independent Family Office
New York
$269K -$34.7K -350 -12%
PWM
1616
Pines Wealth Management
North Carolina
$268K +$893 +9 +0.3%
NFC
1617
Northstar Financial Companies
Pennsylvania
$267K +$298 +3 +0.1%
TNB
1618
Thomasville National Bank
Georgia
$266K
LWM
1619
Lyell Wealth Management
California
$264K -$19.8K -200 -7%
CC
1620
Cadinha & Co
Hawaii
$264K +$198 +2 +0.1%
WSCM
1621
Wellington Shields Capital Management
New York
$264K +$261K +2,631 New
BWM
1622
BNC Wealth Management
Oregon
$263K -$14.2K -143 -5%
BWM
1623
Brown Wealth Management
Illinois
$262K -$199K -2,009 -43%
AWM
1624
Atticus Wealth Management
Florida
$262K -$23.7K -239 -8%
MP
1625
Moment Partners
California
$262K +$7.04K +71 +3%