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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
DAS
451
Diversify Advisory Services
Utah
$14.2M +$9.76M +97,301 +218%
RF
452
rebel Financial
Ohio
$14.2M +$14.2M +141,986 New
MBT
453
Montecito Bank & Trust
California
$14.2M -$66.2K -660 -0.5%
GEM
454
Global Endowment Management
North Carolina
$14.1M +$29.2K +291 +0.2%
AWM
455
Ameliora Wealth Management
Switzerland
$14M +$1.69M +16,805 +14%
HNWAG
456
High Net Worth Advisory Group
Florida
$13.9M +$469K +4,674 +3%
EK
457
Evensky & Katz
Florida
$13.9M +$582K +5,800 +4%
CFO
458
CVA Family Office
Colorado
$13.9M +$2.55M +25,376 +22%
PCM
459
Permanent Capital Management
Illinois
$13.8M +$229K +2,285 +2%
SFSG
460
Sound Financial Strategies Group
Mississippi
$13.8M -$441K -4,392 -3%
MFG
461
Mann Financial Group
Minnesota
$13.8M -$89.9K -896 -0.6%
STS
462
SG Trading Solutions
Utah
$13.7M +$13.7M +136,798 New
SL
463
Sentinus LLC
Illinois
$13.7M +$1.75M +17,399 +15%
MAM
464
Markin Asset Management
New York
$13.6M +$13.6M +135,753 New
CT
465
Caldwell Trust
Florida
$13.5M +$2.13M +21,183 +19%
GCA
466
Greenwood Capital Associates
South Carolina
$13.5M +$281K +2,798 +2%
BAM
467
Brandywine Asset Management
Pennsylvania
$13.5M +$13.6M +135,061 New
CG
468
Cynosure Group
Utah
$13.4M +$437K +4,358 +3%
MWM
469
Modern Wealth Management
Kansas
$13.4M +$259K +2,585 +2%
SCA
470
Sandy Cove Advisors
Massachusetts
$13.3M -$1.76M -17,584 -12%
NL
471
NWAM LLC
Washington
$13.3M +$278K +2,771 +2%
FA
472
Freestate Advisors
Kansas
$13.3M +$591K +5,886 +5%
SFG
473
Somnio Financial Group
Connecticut
$13.1M +$482K +4,803 +4%
SHWM
474
Smith & Howard Wealth Management
Georgia
$13.1M -$526K -5,245 -4%
EIP
475
Easterly Investment Partners
Massachusetts
$13.1M