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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
CFGA
1701
Cambridge Financial Group (Arizona)
Arizona
$212K
B
1702
Bensler
Washington
$211K
FWP
1703
Falcon Wealth Planning
California
$211K
BCM
1704
Boltwood Capital Management
California
$211K
WOSD
1705
WFA of San Diego
California
$211K
CICI
1706
Capital Investment Counsel Inc
North Carolina
$211K
EFS
1707
Essex Financial Services
Connecticut
$210K
EL
1708
Essex LLC
Illinois
$210K
MG
1709
McHugh Group
Ohio
$209K
FMN
1710
Financial Management Network
California
$209K
TCOT
1711
Trust Company of Toledo
Ohio
$208K
PWA
1712
Primoris Wealth Advisors
Florida
$208K
TCM
1713
Towneley Capital Management
California
$207K
PHIC
1714
Pine Haven Investment Counsel
Massachusetts
$207K
LTI
1715
Laffer Tengler Investments
Tennessee
$207K
PWM
1716
Partners Wealth Management
California
$206K
AWM
1717
Able Wealth Management
New Jersey
$205K
CF
1718
Convergence Financial
Missouri
$205K
WA
1719
Wealth Architects
California
$205K
FMTC
1720
Farmers & Merchants Trust Company
California
$203K
TWP
1721
Tyche Wealth Partners
Texas
$203K
WIC
1722
Woodmont Investment Counsel
Tennessee
$203K
DAM
1723
Delta Asset Management
Tennessee
$203K
TWM
1724
Trueblood Wealth Management
Ohio
$203K
GJIA
1725
Glass Jacobson Investment Advisors
Maryland
$203K