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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
CHC
1826
City Holding Co
West Virginia
$33.8K -$7.44K -75 -18%
CAM
1827
Chesapeake Asset Management
New York
$33.5K
CWM
1828
Copia Wealth Management
Oregon
$33.2K
RBC
1829
Roble Belko & Company
Pennsylvania
$33K
CWM
1830
Consultiva Wealth Management
Puerto Rico
$31.8K
JAM
1831
JCIC Asset Management
Ontario, Canada
$31.6K +$31.3K +315 New
NRWA
1832
North Ridge Wealth Advisors
Oregon
$31.5K +$2.58K +26 +9%
CF
1833
Collier Financial
Colorado
$31.4K +$31.1K +313 New
BMC
1834
Bear Mountain Capital
Washington
$31.3K -$595 -6 -2%
EWA
1835
Elevate Wealth Advisory
Georgia
$31.2K
TSMHT
1836
Thurston Springer Miller Herd & Titak
Indiana
$30.8K -$42.3K -426 -58%
PAIM
1837
Punch & Associates Investment Management
Minnesota
$30.1K
MSG
1838
Main Street Group
Virginia
$29.5K
WAG
1839
Wiser Advisor Group
Arizona
$28.8K +$28.5K +287 New
AIA
1840
Angeles Investment Advisors
California
$26K
ADL
1841
Asset Dedication LLC
California
$25.5K -$6.15K -62 -20%
BCPWM
1842
Bradley & Co Private Wealth Management
Florida
$25.5K
FWM
1843
FSA Wealth Management
Massachusetts
$25.2K
CNBTD
1844
Citizens National Bank Trust Department
Mississippi
$25.1K -$2.48K -25 -9%
SA
1845
SRH Advisors
Kansas
$25.1K
VWM
1846
Vermillion Wealth Management
Minnesota
$23.5K +$298 +3 +1%
AWM
1847
AllSquare Wealth Management
New York
$22.6K -$992 -10 -4%
SIC
1848
SJS Investment Consulting
Ohio
$22.2K +$794 +8 +4%
HNB
1849
Hilltop National Bank
Wyoming
$22.1K
MMCM
1850
Murphy & Mullick Capital Management
New York
$20.9K +$99 +1 +0.5%