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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
GEM
451
Global Endowment Management
North Carolina
$14.1M
AWM
452
Ameliora Wealth Management
Switzerland
$14M
HNWAG
453
High Net Worth Advisory Group
Florida
$13.9M
EK
454
Evensky & Katz
Florida
$13.9M
CFO
455
CVA Family Office
Colorado
$13.9M
PCM
456
Permanent Capital Management
Illinois
$13.8M
SFSG
457
Sound Financial Strategies Group
Mississippi
$13.8M
MFG
458
Mann Financial Group
Minnesota
$13.8M
STSL
459
SG Trading Solutions, LLC
Utah
$13.7M
SL
460
Sentinus LLC
Illinois
$13.7M
MAM
461
Markin Asset Management
New York
$13.6M
CT
462
Caldwell Trust
Florida
$13.5M
GCA
463
Greenwood Capital Associates
South Carolina
$13.5M
BAM
464
Brandywine Asset Management
Pennsylvania
$13.5M
CG
465
Cynosure Group
Utah
$13.4M
MWM
466
Modern Wealth Management
Kansas
$13.4M
SCA
467
Sandy Cove Advisors
Massachusetts
$13.3M
NL
468
NWAM LLC
Washington
$13.3M
FA
469
Freestate Advisors
Kansas
$13.3M
SFG
470
Somnio Financial Group
Connecticut
$13.1M
SHWM
471
Smith & Howard Wealth Management
Georgia
$13.1M
EIP
472
Easterly Investment Partners
Massachusetts
$13.1M
HWM
473
HB Wealth Management
Georgia
$13.1M
IWM
474
IHT Wealth Management
Illinois
$13.1M
ODIJL
475
One Day In July LLC
Vermont
$13M