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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
KFGK
2001
Keystone Financial Group (Kentucky)
Kentucky
-$228K -2,302 Closed
EFG
2002
Ehrlich Financial Group
California
-$227K -2,288 Closed
CPWA
2003
Cerro Pacific Wealth Advisors
California
-$226K -2,277 Closed
WWM
2004
Waterway Wealth Management
Texas
-$225K -2,265 Closed
PWM
2005
Palumbo Wealth Management
New York
-$216K -2,180 Closed
VPWA
2006
Vestia Personal Wealth Advisors
Indiana
-$215K -2,167 Closed
WMN
2007
Wealth Management Nebraska
Nebraska
-$211K -2,155 Closed
BWL
2008
Beacon Wealthcare LLC
North Carolina
-$209K -2,108 Closed
HCA
2009
Harbour Capital Advisors
Virginia
-$207K -2,100 Closed
PAM
2010
PCG Asset Management
New Jersey
-$208K -2,100 Closed
TWM
2011
TCFG Wealth Management
California
-$201K -2,029 Closed
CWM
2012
CarsonAllaria Wealth Management
Illinois
-$162K -1,628 Closed
RI
2013
Ridgewood Investments
New Jersey
-$140K -1,408 Closed
PSFG
2014
Park Square Financial Group
Georgia
-$87.1K -878 Closed
RAM
2015
Riggs Asset Management
Pennsylvania
-$69.3K -699 Closed
CPA
2016
Compass Planning Associates
Massachusetts
-$55.6K -561 Closed
KGP
2017
Keystone Global Partners
Colorado
-$50.6K -509 Closed
T
2018
Transce3nd
Texas
-$48K -484 Closed
PMFA
2019
Plante Moran Financial Advisors
Michigan
-$31.2K -315 Closed
WWMSC
2020
Wagner Wealth Management (South Carolina)
South Carolina
-$30.3K -305 Closed
MBFW
2021
Morton Brown Family Wealth
Pennsylvania
-$20.7K -209 Closed
FFA
2022
Frazier Financial Advisors
Ohio
-$20.4K -206 Closed
FFO
2023
Fortitude Family Office
Arizona
-$12.9K -130 Closed
OSNBOA
2024
Old Second National Bank of Aurora
Illinois
-$11.6K -117 Closed
NRG
2025
Nemes Rush Group
Michigan
-$8.17K -82 Closed