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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
CF
1726
Convergence Financial
Missouri
$205K +$203K +2,043 New
WA
1727
Wealth Architects
California
$205K +$203K +2,042 New
FMTC
1728
Farmers & Merchants Trust Company
California
$203K -$28.9K -291 -13%
TWP
1729
Tyche Wealth Partners
Texas
$203K +$201K +2,026 New
WIC
1730
Woodmont Investment Counsel
Tennessee
$203K
DAM
1731
Delta Asset Management
Tennessee
$203K
TWM
1732
Trueblood Wealth Management
Ohio
$203K +$201K +2,022 New
GJIA
1733
Glass Jacobson Investment Advisors
Maryland
$203K +$71.4K +720 +55%
BTW
1734
Boston Trust Walden
Massachusetts
$202K +$200K +2,019 New
SIA
1735
SkyView Investment Advisors
New Jersey
$202K +$200K +2,012 New
FIM
1736
FWL Investment Management
Texas
$202K
AP
1737
Appleton Partners
Massachusetts
$201K -$29.6K -298 -13%
PP
1738
Prudential plc
United Kingdom
$201K -$1.87M -18,877 -90%
PWA
1739
Principia Wealth Advisory
Texas
$200K +$181K +1,823 +1,054%
MCA
1740
Midwest Capital Advisors
Michigan
$200K +$595 +6 +0.3%
TCOV
1741
Trust Company of Vermont
Vermont
$192K +$53.9K +543 +40%
SL
1742
Salomon & Ludwin
Virginia
$191K +$184K +1,850 +3,033%
KSWA
1743
Kathleen S. Wright Associates
Pennsylvania
$189K +$2.88K +29 +2%
RMP
1744
Richards, Merrill & Peterson
Washington
$185K
CB
1745
CNB Bank
Pennsylvania
$180K
RP
1746
Rice Partnership
Hawaii
$177K +$176K +1,769 New
MPCG
1747
Matrix Private Capital Group
New York
$173K
CPG
1748
Cornerstone Planning Group
New Jersey
$172K +$112K +1,131 +194%
EB
1749
Eastern Bank
Massachusetts
$170K -$134K -1,355 -44%
CPA
1750
Cardiff Park Advisors
California
$167K +$1.39K +14 +0.8%