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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
HWM
476
HB Wealth Management
Georgia
$13.1M +$290K +2,891 +2%
IWM
477
IHT Wealth Management
Illinois
$13.1M +$1.34M +13,305 +11%
ODIJL
478
One Day In July LLC
Vermont
$13M +$1.35M +13,503 +12%
SC
479
Slow Capital
California
$13M +$2.5M +24,945 +24%
SFAM
480
Sawyer Falduto Asset Management
Illinois
$12.9M +$12.9M +128,849 New
CBT
481
Central Bank & Trust
Kentucky
$12.9M +$797K +7,938 +7%
TA
482
TruWealth Advisors
Louisiana
$12.7M +$670K +6,673 +6%
WWA
483
WCG Wealth Advisors
Nevada
$12.6M +$5.75M +57,326 +83%
AIA
484
Accelerate Investment Advisors
California
$12.6M +$156K +1,552 +1%
EWA
485
Exencial Wealth Advisors
Oklahoma
$12.5M +$1.34M +13,305 +12%
CCWA
486
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.5M -$421K -4,196 -3%
MCC
487
Money Concepts Capital
Florida
$12.5M -$2.31M -22,979 -16%
WFS
488
Walker Financial Services
Kentucky
$12.4M -$3.3M -32,897 -21%
HNW
489
High Note Wealth
Minnesota
$12.3M +$841K +8,377 +7%
MSWM
490
McGlone Suttner Wealth Management
Wisconsin
$12.2M +$558K +5,563 +5%
FFP
491
Frisco Financial Planning
Texas
$12.2M +$173K +1,720 +1%
TAM
492
TCP Asset Management
Ohio
$12M +$741K +7,388 +7%
LIA
493
LifePlan Investment Advisors
North Carolina
$12M +$425K +4,235 +4%
HIA
494
HTG Investment Advisors
Connecticut
$12M +$504K +5,018 +4%
LFS
495
Lighthouse Financial Services
California
$12M +$12M +119,925 New
LWP
496
LMG Wealth Partners
Louisiana
$12M +$30.8K +307 +0.3%
RIM
497
Rakuten Investment Management
Japan
$11.9M
IC
498
IEQ Capital
California
$11.9M +$7.29M +72,617 +156%
CCA
499
Catalyst Capital Advisors
New York
$11.8M -$345K -3,443 -3%
PFM
500
Peak Financial Management
Massachusetts
$11.8M +$301K +2,996 +3%