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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
NFA
1701
Northwest Financial Advisors
Virginia
$215K -$126K -1,265 -37%
LPP
1702
Life Planning Partners
Florida
$214K +$1.09K +11 +0.5%
TCM
1703
Triumph Capital Management
Colorado
$214K -$616K -6,204 -74%
CFA
1704
Cahill Financial Advisors
Minnesota
$214K +$211K +2,131 New
BFWM
1705
Bright Futures Wealth Management
New York
$213K +$211K +2,128 New
I
1706
INVST
Indiana
$213K -$53.8K -542 -20%
OPPS
1707
Obsidian Personal Planning Solutions
Maryland
$213K +$210K +2,114 New
PIM
1708
Penobscot Investment Management
Massachusetts
$212K +$210K +2,115 New
CFGA
1709
Cambridge Financial Group (Arizona)
Arizona
$212K +$209K +2,110 New
B
1710
Bensler
Washington
$211K +$209K +2,108 New
FWP
1711
Falcon Wealth Planning
California
$211K +$3.37K +34 +2%
BCM
1712
Boltwood Capital Management
California
$211K
WOSD
1713
WFA of San Diego
California
$211K
CICI
1714
Capital Investment Counsel Inc
North Carolina
$211K +$69.5K +700 +50%
EFS
1715
Essex Financial Services
Connecticut
$210K -$79.9K -805 -28%
EL
1716
Essex LLC
Illinois
$210K +$208K +2,097 New
MG
1717
McHugh Group
Ohio
$209K
FMN
1718
Financial Management Network
California
$209K +$207K +2,091 New
TCOT
1719
Trust Company of Toledo
Ohio
$208K
PWA
1720
Primoris Wealth Advisors
Florida
$208K +$99 +1 +0%
TCM
1721
Towneley Capital Management
California
$207K -$76.5K -771 -27%
PHIC
1722
Pine Haven Investment Counsel
Massachusetts
$207K
LTI
1723
Laffer Tengler Investments
Tennessee
$207K +$204K +2,061 New
PWM
1724
Partners Wealth Management
California
$206K +$1.09K +11 +0.5%
AWM
1725
Able Wealth Management
New Jersey
$205K +$203K +2,047 New