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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
OC
1776
Oakworth Capital
Alabama
$122K
NEWAS
1777
N.E.W. Advisory Services
Wisconsin
$118K
SC
1778
Stephens Consulting
Michigan
$118K -$926K -9,332 -89%
NMG
1779
New Millennium Group
Utah
$116K -$4.56K -46 -4%
AF
1780
Alerus Financial
North Dakota
$115K -$73.4M -739,651 -100%
BCV
1781
Banque Cantonale Vaudoise
Switzerland
$110K
SWIM
1782
Smallwood Wealth Investment Management
New Jersey
$104K +$99 +1 +0.1%
CWM
1783
Cranbrook Wealth Management
Michigan
$104K -$35.5K -358 -26%
OCM
1784
Orion Capital Management
California
$104K +$102K +1,033 New
BIM
1785
Breakwater Investment Management
Washington
$104K
HBW
1786
Hazlett, Burt & Watson
West Virginia
$103K +$66.9K +674 +191%
BFO
1787
Biltmore Family Office
North Carolina
$103K -$992 -10 -1%
MFC
1788
Mechanics Financial Corp
Ohio
$100K
PK
1789
Pflug Koory
Nebraska
$98.3K +$12.8K +129 +15%
CFS
1790
Compass Financial Services
Iowa
$92.2K +$26.3K +265 +40%
OFG
1791
Oxford Financial Group
Indiana
$90.9K -$35.3K -356 -28%
GFL
1792
Granite FO LLC
New Hampshire
$90.6K
HWP
1793
Highline Wealth Partners
California
$89.9K +$89K +897 New
TFA
1794
Toth Financial Advisory
Virginia
$88.9K +$54.7K +551 +164%
WAS
1795
Winch Advisory Services
Wisconsin
$86.6K
AIC
1796
Archer Investment Corporation
Indiana
$84.2K -$9.72K -98 -10%
RFP
1797
Root Financial Partners
California
$83.8K +$82.9K +836 New
AEPWM
1798
Atlantic Edge Private Wealth Management
Florida
$82.2K
ACA
1799
American Capital Advisory
Idaho
$81.3K +$80.5K +811 New
TCM
1800
Tradewinds Capital Management
Washington
$80.7K