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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
WFAG
526
Wescott Financial Advisory Group
Pennsylvania
$10.7M +$557K +5,548 +5%
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$10.6M -$35.6M -354,312 -77%
CCA
528
Clearwater Capital Advisors
Illinois
$10.5M -$2.5M -24,882 -19%
CT
529
Coastline Trust
Rhode Island
$10.5M +$1.67M +16,656 +19%
IFA
530
Interactive Financial Advisors
Illinois
$10.5M -$1.71M -17,034 -14%
WIM
531
WealthPlan Investment Management
Nebraska
$10.4M +$4.05M +40,376 +63%
KIA
532
Koenig Investment Advisory
Oregon
$10.4M +$10.3M +102,827 New
CI
533
CX Institutional
Indiana
$10.4M -$5.4M -53,821 -34%
Luther King Capital Management (LKCM)
534
Luther King Capital Management (LKCM)
Texas
$10.3M
SA
535
Sonoma Allocations
California
$10.3M +$9.91M +98,759 +2,196%
EWA
536
Emergent Wealth Advisors
New York
$10.3M -$502K -5,007 -5%
ACM
537
Andina Capital Management
Utah
$10.3M +$529K +5,272 +5%
IA
538
IFP Advisors
Florida
$10.3M +$580K +5,779 +6%
RA
539
RFG Advisory
Alabama
$10.2M -$541K -5,393 -5%
OIA
540
OneDigital Investment Advisors
Kansas
$10.2M +$2.19M +21,803 +27%
IAN
541
Integrated Advisors Network
Texas
$10.2M -$509K -5,077 -5%
OL
542
Optas LLC
Texas
$10.2M +$1.99M +19,875 +24%
NFP
543
NorthLanding Financial Partners
New York
$10.1M +$753K +7,507 +8%
BF
544
Blankinship & Foster
California
$10M +$19.9K +198 +0.2%
USWG
545
U.S. Wealth Group
New York
$10M -$156K -1,552 -2%
LWM
546
LeConte Wealth Management
Tennessee
$10M +$1.37M +13,625 +16%
HNB
547
Huntington National Bank
Ohio
$9.97M
APW
548
Acima Private Wealth
Virginia
$9.93M +$2.09M +20,817 +26%
JWCA
549
J.W. Cole Advisors
Florida
$9.91M +$65.7K +655 +0.5%
AFS
550
Amtrust Financial Services
New York
$9.84M