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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
SXL
1976
Summit X LLC
Missouri
-$399K -4,018 Closed
GT
1977
Greenleaf Trust
Michigan
-$358K -3,610 Closed
CP
1978
Canopy Partners
Ohio
-$342K -3,450 Closed
CTI
1979
Community Trust & Investment
Kentucky
-$337K -3,400 Closed
GIM
1980
Goelzer Investment Management
Indiana
-$335K -3,378 Closed
WDL
1981
Well Done LLC
Michigan
-$330K -3,331 Closed
PVI
1982
Pine Valley Investments
New Jersey
-$313K -3,156 Closed
HFA
1983
Hippocratic Financial Advisors
California
-$310K -3,124 Closed
BFA
1984
Beaumont Financial Advisors
Massachusetts
-$304K -3,063 Closed
AAM
1985
Ameraudi Asset Management
New York
-$272K -2,740 Closed
ACS
1986
Archford Capital Strategies
Illinois
-$259K -2,612 Closed
RBFC
1987
Roman Butler Fullerton & Co
Missouri
-$251K -2,545 Closed
WAOTB
1988
Wealth Advisors of Tampa Bay
Florida
-$251K -2,535 Closed
CPW
1989
Catalyst Private Wealth
California
-$248K -2,505 Closed
SCA
1990
Scott Capital Advisors
Oregon
-$245K -2,484 Closed
HI
1991
Human Investing
Oregon
-$243K -2,445 Closed
MA
1992
Mosaic Advisors
Texas
-$242K -2,442 Closed
SO
1993
Sierra Ocean
California
-$240K -2,437 Closed
TCWM
1994
Total Clarity Wealth Management
Illinois
-$241K -2,433 Closed
PPG
1995
Peak Planning Group
Colorado
-$241K -2,431 Closed
C1AG
1996
Client 1st Advisory Group
Florida
-$241K -2,430 Closed
KCM
1997
Kanawha Capital Management
Virginia
-$239K -2,407 Closed
FSA
1998
Fort Sheridan Advisors
Illinois
-$235K -2,370 Closed
WFL
1999
Wealth Forward LLC
North Dakota
-$233K -2,346 Closed
LOPW
2000
Live Oak Private Wealth
North Carolina
-$229K -2,309 Closed