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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
DJSG
1751
D.J. St. Germain
Massachusetts
$158K
HWA
1752
HHM Wealth Advisors
Tennessee
$155K
CA
1753
Centerpoint Advisors
Massachusetts
$154K
JGCM
1754
Joseph Group Capital Management
Ohio
$152K
RPC
1755
Rossmore Private Capital
Connecticut
$151K
FMTCOCP
1756
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$150K
FWA
1757
Flagship Wealth Advisors
Massachusetts
$150K
BSB
1758
Bangor Savings Bank
Maine
$150K
CBT
1759
Crews Bank & Trust
Florida
$147K
FFC
1760
First Financial Corp
Indiana
$144K
CSC
1761
Caldwell Sutter Capital
California
$143K
ITIM
1762
Indiana Trust & Investment Management
Indiana
$138K
DWM
1763
Darwin Wealth Management
Florida
$131K
RDFA
1764
Ritter Daniher Financial Advisory
Ohio
$129K
VWM
1765
Valley Wealth Managers
New Jersey
$128K
TAM
1766
Tucker Asset Management
Colorado
$127K
KA
1767
Kozak & Associates
Colorado
$125K
OC
1768
Oakworth Capital
Alabama
$122K
NEWAS
1769
N.E.W. Advisory Services
Wisconsin
$118K
SC
1770
Stephens Consulting
Michigan
$118K
NMG
1771
New Millennium Group
Utah
$116K
AF
1772
Alerus Financial
North Dakota
$115K
BCV
1773
Banque Cantonale Vaudoise
Switzerland
$110K
SWIM
1774
Smallwood Wealth Investment Management
New Jersey
$104K
CWM
1775
Cranbrook Wealth Management
Michigan
$104K