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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
OCM
1776
Orion Capital Management
California
$104K
BIM
1777
Breakwater Investment Management
Washington
$104K
HBW
1778
Hazlett, Burt & Watson
West Virginia
$103K
BFO
1779
Biltmore Family Office
North Carolina
$103K
MFC
1780
Mechanics Financial Corp
Ohio
$100K
PK
1781
Pflug Koory
Nebraska
$98.3K
CFS
1782
Compass Financial Services
Iowa
$92.2K
OFG
1783
Oxford Financial Group
Indiana
$90.9K
GFL
1784
Granite FO LLC
New Hampshire
$90.6K
HWP
1785
Highline Wealth Partners
California
$89.9K
TFA
1786
Toth Financial Advisory
Virginia
$88.9K
WAS
1787
Winch Advisory Services
Wisconsin
$86.6K
AIC
1788
Archer Investment Corporation
Indiana
$84.2K
RFP
1789
Root Financial Partners
California
$83.8K
AEPWM
1790
Atlantic Edge Private Wealth Management
Florida
$82.2K
ACA
1791
American Capital Advisory
Idaho
$81.3K
TCM
1792
Tradewinds Capital Management
Washington
$80.7K
LFA
1793
LGT Financial Advisors
Texas
$80.6K
HIA
1794
Harbor Investment Advisory
Maryland
$76K
VC
1795
Vestor Capital
Illinois
$74K
AWA
1796
American Wealth Advisors
Georgia
$72.9K
ETS
1797
ESL Trust Services
New York
$72.2K
CFP
1798
Comprehensive Financial Planning
Pennsylvania
$72.1K
KHC
1799
Koesten Hirschmann & Crabtree
Kansas
$67K
JFA
1800
JNBA Financial Advisors
Minnesota
$66.8K