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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
CAC
1651
Certified Advisory Corp
Florida
$245K -$21.6K -218 -8%
MA
1652
MONECO Advisors
Connecticut
$245K +$11.8K +119 +5%
RMAM
1653
Raab & Moskowitz Asset Management
New Jersey
$245K
RIL
1654
Rothschild Investment LLC
Illinois
$245K +$10.1K +102 +4%
WA
1655
WealthTrust Axiom
Pennsylvania
$243K
MFC
1656
Morris Financial Concepts
South Carolina
$242K +$695 +7 +0.3%
IPW
1657
Impact Partnership Wealth
Georgia
$242K -$66.2K -667 -22%
CFD
1658
Creative Financial Designs
Indiana
$241K -$545K -5,492 -70%
MTIC
1659
Missouri Trust & Investment Company
Missouri
$240K +$17.7K +178 +8%
LSIA
1660
LaSalle St. Investment Advisors
Illinois
$239K +$23.3K +235 +11%
MWM
1661
Maltin Wealth Management
New Jersey
$239K +$31.9K +322 +16%
WFS
1662
WealthGarden F.S.
California
$238K -$30.6K -308 -12%
DWM
1663
Daner Wealth Management
Georgia
$237K
CFG
1664
Cooper Financial Group
California
$237K +$14.4K +145 +7%
PWM
1665
Palacios Wealth Management
Florida
$234K
FGA
1666
Fortis Group Advisors
New Jersey
$234K +$227K +2,287 +5,082%
EWA
1667
Etesian Wealth Advisors
Oregon
$234K -$61.5K -620 -21%
FA
1668
Fiduciary Alliance
South Carolina
$234K +$99 +1 +0%
FAN
1669
Financial Advisors Network
California
$233K -$3.77K -38 -2%
CWM
1670
Chemistry Wealth Management
New York
$233K +$231K +2,326 New
BOPW
1671
Brandywine Oak Private Wealth
Pennsylvania
$233K
SOAG
1672
Silver Oak Advisory Group
Oregon
$232K
EWS
1673
Evergreen Wealth Solutions
Pennsylvania
$232K -$356K -3,589 -61%
AIA
1674
Allied Investment Advisors
Montana
$231K +$3.97K +40 +2%
HBT
1675
Hills Bank & Trust
Iowa
$231K +$2.58K +26 +1%