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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

478% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $1.44M

220% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 97

74% more repeat investments, than reductions

Existing positions increased: 993 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 336381 (+45)

9% more funds holding

Funds holding: 1,9232,092 (+169)

3% more capital invested

Capital invested by funds: $116B → $120B (+$3.82B)

0.72% more ownership

Funds ownership: 90.24%90.96% (+0.72%)

Holders
2,092
Holders Change
+169
Holders Change %
+8.79%
% of All Funds
25.46%
Holding in Top 10
381
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.39%
% of All Funds
4.64%
New
310
Increased
993
Reduced
570
Closed
97
Calls
$8.31M
Puts
$1.44M
Net Calls
+$6.87M
Net Calls Change
-$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
426
Cercano Management
Washington
$15.1M
FA
427
Fagan Associates
New York
$15.1M +$1.11M +11,092 +8%
OBWG
428
Onyx Bridge Wealth Group
New York
$15M -$2.38M -23,711 -14%
FFA
429
First Foundation Advisors
California
$14.9M -$3.69M -36,796 -20%
TCCP
430
Tide Cove Capital Partners
California
$14.9M +$199K +1,987 +1%
SCP
431
Silverleafe Capital Partners
Tennessee
$14.9M -$300K -2,992 -2%
WSFS
432
Wilmington Savings Fund Society
Delaware
$14.8M +$2M +19,935 +16%
William Blair & Company
433
William Blair & Company
Illinois
$14.7M +$1.97M +19,646 +15%
CB
434
Commerce Bank
Missouri
$14.6M +$908K +9,050 +7%
DCM
435
Donaldson Capital Management
Indiana
$14.6M +$2.12M +21,098 +17%
PFS
436
Prospera Financial Services
Texas
$14.6M -$659K -6,564 -4%
MFG
437
MidWestOne Financial Group
Iowa
$14.6M -$785K -7,828 -5%
MGIA
438
Moneta Group Investment Advisors
Missouri
$14.5M +$2.04M +20,308 +16%
FTS
439
Fifth Third Securities
Ohio
$14.4M +$626K +6,243 +5%
MAM
440
Mullooly Asset Management
New Jersey
$14.4M +$1.34M +13,352 +10%
Schroder Investment Management Group
441
Schroder Investment Management Group
United Kingdom
$14.4M -$2.59M -25,819 -15%
MWA
442
Motive Wealth Advisors
Michigan
$14.4M +$95.8K +955 +0.7%
ES
443
Eagle Strategies
New York
$14.4M +$4.28M +42,633 +42%
FA
444
FC Advisory
Pennsylvania
$14.4M +$429K +4,271 +3%
FCT
445
Family Capital Trust
Massachusetts
$14.4M +$94.6K +943 +0.7%
AWA
446
Aquire Wealth Advisors
Utah
$14.3M -$1.58M -15,783 -10%
SFS
447
Sharp Financial Services
Pennsylvania
$14.3M +$928K +9,245 +7%
PWP
448
PrairieView Wealth Partners
Illinois
$14.3M +$398K +3,968 +3%
OAM
449
Oppenheimer Asset Management
New York
$14.3M -$1.96M -19,550 -12%
VFPW
450
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.2M -$151K -1,506 -1%