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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
PAG
1851
Paladin Advisory Group
Iowa
$20.6K +$1.59K +16 +8%
TF
1852
Tompkins Financial
New York
$20.5K
IRC
1853
Investors Research Corp
Georgia
$20.4K
EPIM
1854
Evelyn Partners Investment Management
$20.1K
FCMT
1855
Founders Capital Management (Texas)
Texas
$20.1K
WWA
1856
Wealth Watch Advisors
Colorado
$19.9K +$19.6K +198 New
HIA
1857
HFM Investment Advisors
New Jersey
$19.7K +$1.69K +17 +9%
LWA
1858
Lowe Wealth Advisors
Maryland
$19.6K +$3.67K +37 +23%
KTC
1859
Kentucky Trust Company
Kentucky
$19.4K
AC
1860
AlphaCore Capital
California
$19.3K -$321K -3,239 -94%
FP
1861
Financial Perspectives
Minnesota
$19K
APW
1862
Aventura Private Wealth
Florida
$18.6K
MFT
1863
Moisand Fitzgerald Tamayo
Florida
$18.6K
LI
1864
LRI Investments
Florida
$17.6K
CWA
1865
Carolina Wealth Advisors
South Carolina
$17.2K +$17.1K +172 New
MAFA
1866
MJT & Associates Financial Advisory
Minnesota
$16.6K -$35.7K -360 -68%
PFA
1867
Pillar Financial Advisors
Kentucky
$16.4K +$7.64K +77 +89%
BC
1868
Barrett & Company
Rhode Island
$15.3K
HC
1869
Hurley Capital
New York
$14.8K
SCM
1870
Sterling Capital Management
North Carolina
$14.1K
AWM
1871
Accredited Wealth Management
Kentucky
$14K -$163K -1,640 -78%
FGAM
1872
Financial Gravity Asset Management
Texas
$14K +$13.9K +140 New
SA
1873
Seneschal Advisors
Washington
$13.9K +$13.8K +139 New
TLA
1874
Tanglewood Legacy Advisors
Texas
$13.4K +$99 +1 +0.8%
YAL
1875
Your Advocates Ltd
Texas
$13.2K -$441K -4,443 -97%