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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
BFG
1951
Bleakley Financial Group
New Jersey
-$1.82M -18,312 Closed
EGM
1952
Engineers Gate Manager
New York
-$1.7M -17,183 Closed
DCC
1953
Dow Chemical Company
Michigan
-$1.58M -15,912 Closed
RW
1954
Rede Wealth
Virginia
-$1.43M -14,378 Closed
WRPWM
1955
Werba Rubin Papier Wealth Management
California
-$1.33M -13,423 Closed
LMKC
1956
L.M. Kohn & Company
Ohio
-$1.27M -12,815 Closed
KDA
1957
Kraft Davis & Associates
Missouri
-$1.21M -12,278 Closed
ACM
1958
AlphaStar Capital Management
North Carolina
-$1.22M -12,271 Closed
JPG
1959
Jordan Park Group
California
-$1.21M -12,173 Closed
WCP
1960
Wick Capital Partners
Pennsylvania
-$202K -11,983 Closed
LSA
1961
Lion Street Advisors
Texas
-$1.17M -11,827 Closed
CFA
1962
Camarda Financial Advisors
Florida
-$1.01M -10,140 Closed
RBA
1963
Richard Bernstein Advisors
New York
-$928K -9,353 Closed
SWGC
1964
Summit Wealth Group (Colorado)
Colorado
-$903K -9,104 Closed
SCA
1965
Stillwater Capital Advisors
Pennsylvania
-$747K -7,530 Closed
FFA
1966
Fi3 Financial Advisors
Indiana
-$741K -7,470 Closed
PCA
1967
Pallas Capital Advisors
Massachusetts
-$719K -7,244 Closed
B
1968
Barings
North Carolina
-$711K -7,164 Closed
GWM
1969
Gitterman Wealth Management
New Jersey
-$695K -7,004 Closed
MPW
1970
Magnolia Private Wealth
Pennsylvania
-$508K -5,124 Closed
MPW
1971
MASECO Private Wealth
-$473K -4,768 Closed
RCM
1972
Rivernorth Capital Management
Florida
-$470K -4,742 Closed
MWM
1973
Mittelman Wealth Management
Massachusetts
-$468K -4,714 Closed
ALA
1974
Atlas Legacy Advisors
California
-$466K -4,693 Closed
BWM
1975
Bulltick Wealth Management
Florida
-$438K -4,415 Closed