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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
PA
501
PFG Advisors
Arizona
$11.7M +$470K +4,684 +4%
TFP
502
Townsend Financial Planning
Kentucky
$11.7M +$11.8M +117,451 New
OFS
503
Oldfather Financial Services
Nebraska
$11.7M +$1.46M +14,596 +14%
FGWP
504
Founders Grove Wealth Partners
Virginia
$11.7M +$2.72M +27,071 +30%
PWM
505
Parkway Wealth Management
Texas
$11.6M +$11.7M +116,568 New
SFP
506
Strategic Financial Partners
Oregon
$11.6M +$149K +1,487 +1%
FTA
507
Financial & Tax Architects
Missouri
$11.5M -$2.31M -23,043 -17%
RC
508
Roundview Capital
New Jersey
$11.4M +$507K +5,048 +5%
CIBC World Market
509
CIBC World Market
Ontario, Canada
$11.4M -$106K -1,055 -0.9%
ANC
510
Ames National Corp
Iowa
$11.4M +$610K +6,079 +6%
COFSG
511
Carbahal Olsen Financial Services Group
California
$11.3M +$272K +2,712 +2%
GWM
512
Geneos Wealth Management
Colorado
$11.2M +$242K +2,408 +2%
VHAM
513
Van Hulzen Asset Management
California
$11.2M -$58.3K -581 -0.5%
CWP
514
Corepath Wealth Partners
Arizona
$11.2M +$142K +1,416 +1%
CT
515
Colonial Trust
South Carolina
$11.2M +$1.62M +16,186 +17%
ISWM
516
Independent Solutions Wealth Management
New York
$11.1M -$559K -5,574 -5%
BCP
517
Blue Chip Partners
Michigan
$11.1M +$209K +2,078 +2%
SFA
518
Souders Financial Advisors
Ohio
$11.1M -$9.24M -92,117 -45%
CIAS
519
CFS Investment Advisory Services
New Jersey
$11.1M +$831K +8,279 +8%
TFO
520
Timonier Family Office
North Carolina
$11M +$674K +6,719 +6%
KWA
521
Kingswood Wealth Advisors
California
$10.9M +$5.26M +52,382 +92%
NB
522
Northwest Bancshares
Pennsylvania
$10.8M +$10.8M +108,021 New
JSL
523
JT Stratford LLC
Georgia
$10.7M -$19.4M -193,296 -64%
CFG
524
Cosner Financial Group
Colorado
$10.7M +$539K +5,372 +5%
BBVA
525
Banco Bilbao Vizcaya Argentaria
Spain
$10.7M