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iShares Core US Aggregate Bond ETF

2,092 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 310 funds opening new positions, 993 increasing their positions, 570 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
381
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
SWP
376
Summit Wealth Partners
Florida
$19.4M
JAA
377
Joel Adams & Associates
North Carolina
$19.4M
AL
378
Aspiriant LLC
California
$19.3M
MWM
379
Modera Wealth Management
New Jersey
$19.1M
IWC
380
Integrated Wealth Concepts
Massachusetts
$19.1M
RCS
381
Retirement Capital Strategies
California
$18.6M
CWM
382
Chesapeake Wealth Management
Virginia
$18.5M
OFG
383
Omega Financial Group
California
$18.5M
SA
384
Sunesis Advisors
Kansas
$18.2M
WPW
385
Watershed Private Wealth
Illinois
$18M
DE
386
Diversified Enterprises
Delaware
$17.8M
MFG
387
Merit Financial Group
Georgia
$17.7M
CL
388
Choreo LLC
Illinois
$17.5M
FCFC
389
First Commonwealth Financial Corp
Pennsylvania
$17.5M
Lazard Asset Management
390
Lazard Asset Management
New York
$17.4M
AFP
391
Alpha Financial Partners
Kentucky
$17.4M
CWG
392
Cornerstone Wealth Group
North Carolina
$17.3M
FMI
393
F/M Investments
District of Columbia
$17.3M
KFO
394
Kopp Family Office
Minnesota
$17.3M
Natixis Advisors
395
Natixis Advisors
Massachusetts
$17.2M
CTA
396
Colonial Trust Advisors
South Carolina
$17.2M
DLCIG
397
D.L. Carlson Investment Group
New Hampshire
$17.2M
MOS
398
MGO One Seven
Ohio
$17.1M
AFO
399
Arrowroot Family Office
California
$17.1M
FHC
400
First Horizon Corporation
Tennessee
$17.1M