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iShares Core US Aggregate Bond ETF

2,028 hedge funds and large institutions have $120B invested in iShares Core US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 984 increasing their positions, 562 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,028
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.31M
Puts
$1.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
301
One Capital Management
California
$27.7M
FFS
302
Founders Financial Securities
Maryland
$27.6M
TWM
303
Tanager Wealth Management
United Kingdom
$27.5M
PFA
304
Pure Financial Advisors
California
$27.3M
FD
305
Financial Designs
California
$27.2M
AFG
306
Atomi Financial Group
New York
$27.1M
CWMK
307
Caliber Wealth Management (Kansas)
Kansas
$27M
HCM
308
Hudson Capital Management
New Jersey
$26.6M
WIA
309
World Investment Advisors
California
$26.6M
RFC
310
Regions Financial Corp
Alabama
$26.5M
HWA
311
Heartwood Wealth Advisors
Virginia
$26.5M
TCM
312
TD Capital Management
Tennessee
$26.4M
COI
313
Connable Office Inc
Michigan
$26.3M
GSWM
314
Golden State Wealth Management
California
$26.3M
MTC
315
Matrix Trust Company
Colorado
$26.3M
SP
316
Sequent Planning
Nebraska
$26.2M
PA
317
Parallel Advisors
California
$26.1M
BCG
318
BayBridge Capital Group
California
$26.1M
TCBWMS
319
Texas Capital Bank Wealth Management Services
Texas
$26M
EFM
320
Eley Financial Management
Vermont
$26M
JJBC
321
James J. Burns & Company
New York
$25.5M
MA
322
Mutual Advisors
Nebraska
$25.3M
GGS
323
Galvin Gaustad & Stein
Arizona
$25.3M
MSFS
324
Main Street Financial Solutions
Pennsylvania
$25.1M
MCM
325
MV Capital Management
Maryland
$25.1M