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iShares Core US Aggregate Bond ETF

1,916 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 155 funds opening new positions, 956 increasing their positions, 593 reducing their positions, and 97 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:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$950M)

2.91% less ownership

Funds ownership: 93.07%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 351335 (-16)

Holders
1,916
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
335
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1976
Beaumont Financial Advisors
Massachusetts
AAM
1977
Ameraudi Asset Management
New York
ACS
1978
Archford Capital Strategies
Illinois
RBFC
1979
Roman Butler Fullerton & Co
Missouri
WAOTB
1980
Wealth Advisors of Tampa Bay
Florida
CPW
1981
Catalyst Private Wealth
California
SCA
1982
Scott Capital Advisors
Oregon
HI
1983
Human Investing
Oregon
MA
1984
Mosaic Advisors
Texas
SO
1985
Sierra Ocean
California
TCWM
1986
Total Clarity Wealth Management
Illinois
C1AG
1987
Client 1st Advisory Group
Florida
KCM
1988
Kanawha Capital Management
Virginia
FSA
1989
Fort Sheridan Advisors
Illinois
WFL
1990
Wealth Forward LLC
North Dakota
LOPW
1991
Live Oak Private Wealth
North Carolina
KFGK
1992
Keystone Financial Group (Kentucky)
Kentucky
EFG
1993
Ehrlich Financial Group
California
CPWA
1994
Cerro Pacific Wealth Advisors
California
WWM
1995
Waterway Wealth Management
Texas
PWM
1996
Palumbo Wealth Management
New York
VPWA
1997
Vestia Personal Wealth Advisors
Indiana
WMN
1998
Wealth Management Nebraska
Nebraska
BWL
1999
Beacon Wealthcare LLC
North Carolina
PAM
2000
PCG Asset Management
New Jersey