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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
AL
376
Aspiriant LLC
California
$19.3M
MWM
377
Modera Wealth Management
New Jersey
$19.1M
IWC
378
Integrated Wealth Concepts
Massachusetts
$19.1M
RCS
379
Retirement Capital Strategies
California
$18.6M
CWM
380
Chesapeake Wealth Management
Virginia
$18.5M
OFG
381
Omega Financial Group
California
$18.5M
SA
382
Sunesis Advisors
Kansas
$18.2M
WPW
383
Watershed Private Wealth
Illinois
$18M
DE
384
Diversified Enterprises
Delaware
$17.8M
MFG
385
Merit Financial Group
Georgia
$17.7M
CL
386
Choreo LLC
Illinois
$17.5M
FCFC
387
First Commonwealth Financial Corp
Pennsylvania
$17.5M
Lazard Asset Management
388
Lazard Asset Management
New York
$17.4M
AFP
389
Alpha Financial Partners
Kentucky
$17.4M
CWG
390
Cornerstone Wealth Group
North Carolina
$17.3M
FMI
391
F/M Investments
District of Columbia
$17.3M
KFO
392
Kopp Family Office
Minnesota
$17.3M
Natixis Advisors
393
Natixis Advisors
Massachusetts
$17.2M
CTA
394
Colonial Trust Advisors
South Carolina
$17.2M
DLCIG
395
D.L. Carlson Investment Group
New Hampshire
$17.2M
MOS
396
MGO One Seven
Ohio
$17.1M
AFO
397
Arrowroot Family Office
California
$17.1M
FHC
398
First Horizon Corporation
Tennessee
$17.1M
SPC
399
Sigma Planning Corp
Michigan
$17M
WT
400
Washington Trust
Rhode Island
$17M