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iShares Core US Aggregate Bond ETF

1,915 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, 592 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 (-$949M)

2.91% less ownership

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

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
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
AAM
1976
Ameraudi Asset Management
New York
ACS
1977
Archford Capital Strategies
Illinois
RBFC
1978
Roman Butler Fullerton & Co
Missouri
WAOTB
1979
Wealth Advisors of Tampa Bay
Florida
CPW
1980
Catalyst Private Wealth
California
SCA
1981
Scott Capital Advisors
Oregon
HI
1982
Human Investing
Oregon
MA
1983
Mosaic Advisors
Texas
SO
1984
Sierra Ocean
California
TCWM
1985
Total Clarity Wealth Management
Illinois
C1AG
1986
Client 1st Advisory Group
Florida
KCM
1987
Kanawha Capital Management
Virginia
FSA
1988
Fort Sheridan Advisors
Illinois
WFL
1989
Wealth Forward LLC
North Dakota
LOPW
1990
Live Oak Private Wealth
North Carolina
KFGK
1991
Keystone Financial Group (Kentucky)
Kentucky
EFG
1992
Ehrlich Financial Group
California
CPWA
1993
Cerro Pacific Wealth Advisors
California
WWM
1994
Waterway Wealth Management
Texas
PWM
1995
Palumbo Wealth Management
New York
VPWA
1996
Vestia Personal Wealth Advisors
Indiana
WMN
1997
Wealth Management Nebraska
Nebraska
BWL
1998
Beacon Wealthcare LLC
North Carolina
HCA
1999
Harbour Capital Advisors
Virginia
PAM
2000
PCG Asset Management
New Jersey