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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$14.4B -$146M -1,468,082 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$7.94B +$190M +1,911,414 +2%
Wells Fargo
3
Wells Fargo
California
$6.4B +$806M +8,122,743 +15%
BlackRock
4
BlackRock
New York
$5.4B +$410M +4,133,351 +8%
Bank of America
5
Bank of America
North Carolina
$4.64B +$240M +2,423,410 +6%
US Bancorp
6
US Bancorp
Minnesota
$4.25B -$162M -1,633,770 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.51B -$1.9B -19,157,112 -35%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$3.33B +$490M +4,942,715 +17%
Morgan Stanley
9
Morgan Stanley
New York
$3.13B +$75.7M +762,957 +3%
Betterment LLC
10
Betterment LLC
New York
$2.46B +$149M +1,500,630 +7%
Mastercard Foundation Asset Management (MFAM)
11
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.9B
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.81B +$160M +1,607,890 +10%
Northern Trust
13
Northern Trust
Illinois
$1.66B -$7.26M -73,144 -0.4%
Ameriprise
14
Ameriprise
Minnesota
$1.56B +$93.7M +944,002 +6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.52B +$979M +9,869,745 +187%
Goldman Sachs
16
Goldman Sachs
New York
$1.48B -$144M -1,453,473 -9%
AA
17
Acorns Advisers
California
$1.26B +$77.9M +784,970 +7%
Creative Planning
18
Creative Planning
Kansas
$1.2B -$40M -403,613 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.19B -$9.7M -97,764 -0.8%
LPL Financial
20
LPL Financial
California
$1.18B +$133M +1,342,693 +13%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.16B +$61.6M +620,855 +6%
JHU
22
Johns Hopkins University
Maryland
$1.16B -$16.2M -162,983 -1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.13B -$7.01M -70,615 -0.6%
APSPRSPT
24
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.12B -$229M -2,310,485 -17%
Mariner
25
Mariner
Kansas
$1.08B +$99.1M +998,927 +10%