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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
BONH
1751
Bank of New Hampshire
New Hampshire
$166K
FF
1752
Friedenthal Financial
New Jersey
$166K +$12.1K +122 +8%
OA
1753
Operose Advisors
Wisconsin
$165K +$164K +1,648 New
VWWMG
1754
Vermillion & White Wealth Management Group
Pennsylvania
$164K +$1.59K +16 +1%
AGWCA
1755
Annis Gardner Whiting Capital Advisors
Florida
$163K +$5.46K +55 +4%
BHWM
1756
Beaird Harris Wealth Management
Texas
$163K +$4.66K +47 +3%
GTAM
1757
Global Trust Asset Management
Florida
$162K -$18.4K -185 -10%
AWM
1758
Angeles Wealth Management
California
$159K +$156K +1,573 +17,478%
DJSG
1759
D.J. St. Germain
Massachusetts
$158K
HWA
1760
HHM Wealth Advisors
Tennessee
$155K -$298 -3 -0.2%
CA
1761
Centerpoint Advisors
Massachusetts
$154K -$1.49K -15 -1%
JGCM
1762
Joseph Group Capital Management
Ohio
$152K -$74.9K -755 -33%
RPC
1763
Rossmore Private Capital
Connecticut
$151K +$150K +1,510 New
FMTCOCP
1764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$150K -$94.6K -953 -39%
FWA
1765
Flagship Wealth Advisors
Massachusetts
$150K
BSB
1766
Bangor Savings Bank
Maine
$150K
CBT
1767
Crews Bank & Trust
Florida
$147K -$1.19K -12 -0.8%
FFC
1768
First Financial Corp
Indiana
$144K
CSC
1769
Caldwell Sutter Capital
California
$143K +$397 +4 +0.3%
ITIM
1770
Indiana Trust & Investment Management
Indiana
$138K -$44.6K -450 -25%
DWM
1771
Darwin Wealth Management
Florida
$131K +$24.1K +243 +23%
RDFA
1772
Ritter Daniher Financial Advisory
Ohio
$129K
VWM
1773
Valley Wealth Managers
New Jersey
$128K -$28.1K -283 -18%
TAM
1774
Tucker Asset Management
Colorado
$127K -$367K -3,694 -74%
KA
1775
Kozak & Associates
Colorado
$125K +$124K +1,251 New