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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
LFA
1801
LGT Financial Advisors
Texas
$80.6K +$72.1K +727 +944%
MWA
1802
Medallion Wealth Advisors
Connecticut
$76.7K
HIA
1803
Harbor Investment Advisory
Maryland
$76K +$18.9K +191 +34%
VC
1804
Vestor Capital
Illinois
$74K +$73.1K +737 New
AWA
1805
American Wealth Advisors
Georgia
$72.9K +$72.1K +727 New
ETS
1806
ESL Trust Services
New York
$72.2K
CFP
1807
Comprehensive Financial Planning
Pennsylvania
$72.1K -$27.1K -273 -28%
KHC
1808
Koesten Hirschmann & Crabtree
Kansas
$67K +$1.39K +14 +2%
JFA
1809
JNBA Financial Advisors
Minnesota
$66.8K -$12.9K -130 -16%
PFBT
1810
Parkside Financial Bank & Trust
Missouri
$65.7K -$346K -3,488 -84%
BLC
1811
Brown, Lisle/Cummings
Rhode Island
$65.2K -$4.96K -50 -7%
AWM
1812
Activest Wealth Management
Florida
$62.2K +$397 +4 +0.6%
IAS
1813
IMA Advisory Services
Colorado
$60.6K
CJ
1814
Caitlin John
Michigan
$54.1K +$53.6K +540 New
NWM
1815
Navigoe Wealth Management
California
$54K
GI
1816
GAMMA Investing
California
$52.5K +$43.5K +438 +509%
SC
1817
Steph & Co
Wisconsin
$51.7K
MFA
1818
Morling Financial Advisors
California
$49.2K +$48.7K +491 New
Barclays
1819
Barclays
United Kingdom
$45.1K -$739K -7,451 -94%
DFA
1820
DHJJ Financial Advisors
Illinois
$41.6K +$99 +1 +0.2%
PP
1821
Pacifica Partners
Canada
$41.2K -$30.8K -310 -43%
OL
1822
one8zero8 LLC
North Carolina
$41.1K +$39.7K +400 +4,000%
EWM
1823
Evolution Wealth Management
Florida
$40.2K +$39.8K +401 New
CWP
1824
Concord Wealth Partners
Virginia
$37.5K -$69.9K -705 -65%
C
1825
Covestor
United Kingdom
$37K +$1.29K +13 +4%