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iShares Core US Aggregate Bond ETF

1,885 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 153 funds opening new positions, 940 increasing their positions, 584 reducing their positions, and 96 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:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.14B)

3.02% less ownership

Funds ownership: 93.03%90.01% (-3%)

7% less funds holding in top 10

Funds holding in top 10: 350327 (-23)

Holders
1,885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
327
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

Top Sellers

1 -$1.92B
2 -$1.15B
3 -$923M
4
Jane Street
Jane Street
New York
-$441M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1951
Mosaic Advisors
Texas
SO
1952
Sierra Ocean
California
TCWM
1953
Total Clarity Wealth Management
Illinois
C1AG
1954
Client 1st Advisory Group
Florida
KCM
1955
Kanawha Capital Management
Virginia
FSA
1956
Fort Sheridan Advisors
Illinois
WFL
1957
Wealth Forward LLC
North Dakota
LOPW
1958
Live Oak Private Wealth
North Carolina
KFGK
1959
Keystone Financial Group (Kentucky)
Kentucky
EFG
1960
Ehrlich Financial Group
California
CPWA
1961
Cerro Pacific Wealth Advisors
California
WWM
1962
Waterway Wealth Management
Texas
PWM
1963
Palumbo Wealth Management
New York
VPWA
1964
Vestia Personal Wealth Advisors
Indiana
WMN
1965
Wealth Management Nebraska
Nebraska
BWL
1966
Beacon Wealthcare LLC
North Carolina
PAM
1967
PCG Asset Management
New Jersey
HCA
1968
Harbour Capital Advisors
Virginia
TWM
1969
TCFG Wealth Management
California
CWM
1970
CarsonAllaria Wealth Management
Illinois
RI
1971
Ridgewood Investments
New Jersey
PSFG
1972
Park Square Financial Group
Georgia
RAM
1973
Riggs Asset Management
Pennsylvania
CPA
1974
Compass Planning Associates
Massachusetts
KGP
1975
Keystone Global Partners
Colorado