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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
KIM
1601
Karpus Investment Management
New York
$277K
TCM
1602
Traub Capital Management
Massachusetts
$276K
DSC
1603
Duncker Streett & Co
Missouri
$274K
WWM
1604
Wolff Wiese Magana
California
$274K
SF
1605
SWP Financial
California
$274K
FFA
1606
Fragasso Financial Advisors
Pennsylvania
$271K
VCM
1607
Vivaldi Capital Management
Illinois
$270K
IFO
1608
Independent Family Office
New York
$269K
PWM
1609
Pines Wealth Management
North Carolina
$268K
NFC
1610
Northstar Financial Companies
Pennsylvania
$267K
TNB
1611
Thomasville National Bank
Georgia
$266K
LWM
1612
Lyell Wealth Management
California
$264K
CC
1613
Cadinha & Co
Hawaii
$264K
WSCM
1614
Wellington Shields Capital Management
New York
$264K
BWM
1615
BNC Wealth Management
Oregon
$263K
BWM
1616
Brown Wealth Management
Illinois
$262K
AWM
1617
Atticus Wealth Management
Florida
$262K
MP
1618
Moment Partners
California
$262K
MC
1619
Moors & Cabot
Massachusetts
$261K
Allianz Asset Management
1620
Allianz Asset Management
Germany
$261K
BBA
1621
Braun-Bostich & Associates
Pennsylvania
$260K
OL
1622
Owen LaRue
Kentucky
$259K
GWAG
1623
Garrett Wealth Advisory Group
Texas
$259K
NCM
1624
Noesis Capital Mangement
Florida
$259K
KWM
1625
Keebeck Wealth Management
Illinois
$258K