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iShares Core US Aggregate Bond ETF

1,904 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 154 funds opening new positions, 948 increasing their positions, 592 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$939M)

2.9% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
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

Top Sellers

1 -$1.92B
2 -$1.15B
3 -$923M
4
Jane Street
Jane Street
New York
-$441M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1651
Daner Wealth Management
Georgia
$237K
CFG
1652
Cooper Financial Group
California
$237K
PWM
1653
Palacios Wealth Management
Florida
$234K
FGA
1654
Fortis Group Advisors
New Jersey
$234K
EWA
1655
Etesian Wealth Advisors
Oregon
$234K
FA
1656
Fiduciary Alliance
South Carolina
$234K
FAN
1657
Financial Advisors Network
California
$233K
CWM
1658
Chemistry Wealth Management
New York
$233K
BOPW
1659
Brandywine Oak Private Wealth
Pennsylvania
$233K
SOAG
1660
Silver Oak Advisory Group
Oregon
$232K
EWS
1661
Evergreen Wealth Solutions
Pennsylvania
$232K
AIA
1662
Allied Investment Advisors
Montana
$231K
HBT
1663
Hills Bank & Trust
Iowa
$231K
BBHC
1664
Brown Brothers Harriman & Co
New York
$231K
ESB
1665
Essex Savings Bank
Connecticut
$231K
PMA
1666
Prudent Man Advisors
Illinois
$230K
FDW
1667
Fourth Dimension Wealth
Ohio
$230K
EP
1668
Essential Planning
New Hampshire
$229K
FW
1669
FullCircle Wealth
Texas
$228K
SCM
1670
Spreng Capital Management
Ohio
$227K
FFA
1671
Founders Financial Alliance
North Carolina
$227K
BPC
1672
Banque Pictet & Cie
Switzerland
$227K
NIWA
1673
New Insight Wealth Advisors
California
$225K
SWM
1674
SilverOak Wealth Management
Minnesota
$224K
VPP
1675
Vertex Planning Partners
Illinois
$223K