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iShares Core US Aggregate Bond ETF

1,905 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 154 funds opening new positions, 949 increasing their positions, 592 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$937M)

2.9% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,905
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
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
KCM
1976
Kanawha Capital Management
Virginia
FSA
1977
Fort Sheridan Advisors
Illinois
WFL
1978
Wealth Forward LLC
North Dakota
LOPW
1979
Live Oak Private Wealth
North Carolina
KFGK
1980
Keystone Financial Group (Kentucky)
Kentucky
EFG
1981
Ehrlich Financial Group
California
CPWA
1982
Cerro Pacific Wealth Advisors
California
WWM
1983
Waterway Wealth Management
Texas
PWM
1984
Palumbo Wealth Management
New York
VPWA
1985
Vestia Personal Wealth Advisors
Indiana
WMN
1986
Wealth Management Nebraska
Nebraska
BWL
1987
Beacon Wealthcare LLC
North Carolina
HCA
1988
Harbour Capital Advisors
Virginia
PAM
1989
PCG Asset Management
New Jersey
TWM
1990
TCFG Wealth Management
California
CWM
1991
CarsonAllaria Wealth Management
Illinois
RI
1992
Ridgewood Investments
New Jersey
PSFG
1993
Park Square Financial Group
Georgia
RAM
1994
Riggs Asset Management
Pennsylvania
CPA
1995
Compass Planning Associates
Massachusetts
KGP
1996
Keystone Global Partners
Colorado
T
1997
Transce3nd
Texas
PMFA
1998
Plante Moran Financial Advisors
Michigan
WWM
1999
Wagner Wealth Management
South Carolina
MBFW
2000
Morton Brown Family Wealth
Pennsylvania