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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
JWA
151
JFS Wealth Advisors
Pennsylvania
$61.5M
KPWS
152
Kestra Private Wealth Services
Texas
$61.4M
PAS
153
Park Avenue Securities
New York
$61.2M
NYLIM
154
New York Life Investment Management
New York
$61.2M
VCM
155
Verger Capital Management
North Carolina
$61.1M
SGI
156
Summit Global Investments
Utah
$60.7M
NRI
157
NFP Retirement Inc
California
$59.8M
RCG
158
Rock Creek Group
District of Columbia
$59.8M
Lido Advisors
159
Lido Advisors
California
$59M
ZBNA
160
Zions Bancorporation, National Association
Utah
$57.5M
BB
161
Bell Bank
North Dakota
$56.2M
CWG
162
Cornerstone Wealth Group
North Carolina
$56M
CCM
163
Chaney Capital Management
Washington
$55.9M
SB
164
Sunflower Bank
Texas
$55.6M
M&T Bank
165
M&T Bank
New York
$55.6M
FFN
166
Focus Financial Network
Minnesota
$54.6M
MG
167
Mather Group
Illinois
$54.2M
AFC
168
Adaptive Financial Consulting
Ohio
$53.7M
PWM
169
Prentice Wealth Management
New York
$53.5M
PEGL
170
P/E Global LLC
Massachusetts
$52.8M
NIM
171
NEOS Investment Management
Connecticut
$52.6M
RhumbLine Advisers
172
RhumbLine Advisers
Massachusetts
$52M
GWM
173
GoalFusion Wealth Management
Texas
$50.4M
BC
174
Bricktown Capital
Michigan
$50.2M
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$49.7M