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iShares Core US Aggregate Bond ETF

2,056 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 285 funds opening new positions, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
JAA
376
Joel Adams & Associates
North Carolina
$19.4M
AL
377
Aspiriant LLC
California
$19.3M
MWM
378
Modera Wealth Management
New Jersey
$19.1M
IWC
379
Integrated Wealth Concepts
Massachusetts
$19.1M
RCS
380
Retirement Capital Strategies
California
$18.6M
CWM
381
Chesapeake Wealth Management
Virginia
$18.5M
OFG
382
Omega Financial Group
California
$18.5M
SA
383
Sunesis Advisors
Kansas
$18.2M
WPW
384
Watershed Private Wealth
Illinois
$18M
DE
385
Diversified Enterprises
Delaware
$17.8M
MFG
386
Merit Financial Group
Georgia
$17.7M
CL
387
Choreo LLC
Illinois
$17.5M
FCFC
388
First Commonwealth Financial Corp
Pennsylvania
$17.5M
Lazard Asset Management
389
Lazard Asset Management
New York
$17.4M
AFP
390
Alpha Financial Partners
Kentucky
$17.4M
CWG
391
Cornerstone Wealth Group
North Carolina
$17.3M
FMI
392
F/M Investments
District of Columbia
$17.3M
KFO
393
Kopp Family Office
Minnesota
$17.3M
Natixis Advisors
394
Natixis Advisors
Massachusetts
$17.2M
CTA
395
Colonial Trust Advisors
South Carolina
$17.2M
DLCIG
396
D.L. Carlson Investment Group
New Hampshire
$17.2M
MOS
397
MGO One Seven
Ohio
$17.1M
AFO
398
Arrowroot Family Office
California
$17.1M
FHC
399
First Horizon Corporation
Tennessee
$17.1M
SPC
400
Sigma Planning Corp
Michigan
$17M