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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
EA
151
Efficient Advisors
Ohio
$62.2M +$1.35M +13,627 +2%
JWA
152
JFS Wealth Advisors
Pennsylvania
$61.5M +$1.86M +18,734 +3%
KPWS
153
Kestra Private Wealth Services
Texas
$61.4M -$8.53K -86 -0%
PAS
154
Park Avenue Securities
New York
$61.2M +$5.61M +56,543 +10%
NYLIM
155
New York Life Investment Management
New York
$61.2M +$5.75M +57,968 +10%
VCM
156
Verger Capital Management
North Carolina
$61.1M +$17.3M +174,153 +40%
SGI
157
Summit Global Investments
Utah
$60.7M +$852K +8,590 +1%
NRI
158
NFP Retirement Inc
California
$59.8M +$858K +8,645 +1%
RCG
159
Rock Creek Group
District of Columbia
$59.8M +$6.17M +62,168 +12%
Lido Advisors
160
Lido Advisors
California
$59M +$108K +1,088 +0.2%
ZBNA
161
Zions Bancorporation, National Association
Utah
$57.5M +$1.33M +13,455 +2%
BB
162
Bell Bank
North Dakota
$56.2M +$3.08M +31,000 +6%
CWG
163
Cornerstone Wealth Group
North Carolina
$56M +$296K +2,982 +0.5%
CCM
164
Chaney Capital Management
Washington
$55.9M +$4.05M +40,813 +8%
SB
165
Sunflower Bank
Texas
$55.6M +$127K +1,276 +0.2%
M&T Bank
166
M&T Bank
New York
$55.6M -$440K -4,432 -0.8%
FFN
167
Focus Financial Network
Minnesota
$54.6M +$4.71M +47,503 +10%
MG
168
Mather Group
Illinois
$54.2M +$8.46M +85,230 +19%
AFC
169
Adaptive Financial Consulting
Ohio
$53.7M +$1.25M +12,601 +2%
PWM
170
Prentice Wealth Management
New York
$53.5M +$3.56M +35,844 +7%
PEGL
171
P/E Global LLC
Massachusetts
$52.8M +$1.34M +13,536 +3%
NIM
172
NEOS Investment Management
Connecticut
$52.6M +$6.29M +63,388 +14%
RhumbLine Advisers
173
RhumbLine Advisers
Massachusetts
$52M +$13.5M +136,061 +36%
GWM
174
GoalFusion Wealth Management
Texas
$50.4M +$1.91M +19,227 +4%
BC
175
Bricktown Capital
Michigan
$50.2M