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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
HCC
551
Hirtle Callaghan & Co
Pennsylvania
$9.83M
IAS
552
Insigneo Advisory Services
Florida
$9.76M +$2.83M +28,174 +41%
NC
553
NewSquare Capital
Pennsylvania
$9.75M -$3.69M -36,809 -27%
IRP
554
Investment Research Partners
Pennsylvania
$9.7M +$542K +5,405 +6%
GWS
555
Greykasell Wealth Strategies
California
$9.61M +$220K +2,195 +2%
GSEP
556
Golden State Equity Partners
California
$9.58M +$148K +1,474 +2%
KFP
557
KMG Fiduciary Partners
Ohio
$9.55M +$274K +2,729 +3%
MPW
558
MGO Private Wealth
California
$9.55M -$217K -2,161 -2%
CPIG
559
Chicago Partners Investment Group
Illinois
$9.49M +$1.18M +11,748 +14%
IA
560
IFG Advisory
Georgia
$9.24M -$277K -2,761 -3%
FCM
561
Firestone Capital Management
Florida
$9.19M +$28.4K +283 +0.3%
MYIA
562
Mount Yale Investment Advisors
Colorado
$9.18M -$2.89M -28,811 -24%
WHG
563
Westwood Holdings Group
Texas
$9.18M -$4.03M -40,209 -30%
AIA
564
Aventus Investment Advisors
Florida
$9.14M +$356K +3,543 +4%
CFG
565
Citizens Financial Group
Rhode Island
$9.14M +$1.22M +12,139 +15%
SCI
566
Silver Coast Investments
United States
$9M +$171K +1,703 +2%
WIM
567
Westside Investment Management
California
$8.95M +$226K +2,250 +3%
AH
568
Addis & Hill
Pennsylvania
$8.92M +$48.1K +479 +0.5%
BRWA
569
B. Riley Wealth Advisors
Florida
$8.82M +$286K +2,848 +3%
CFA
570
Capstone Financial Advisors
Illinois
$8.79M -$287K -2,856 -3%
BC
571
Bowman & Company
Wisconsin
$8.79M -$1.1M -11,010 -11%
AWM
572
Act Wealth Management
Texas
$8.78M +$153K +1,523 +2%
JWS
573
Juncture Wealth Strategies
Arizona
$8.77M +$673K +6,705 +8%
APWA
574
Atlas Private Wealth Advisors
New Jersey
$8.74M +$709K +7,064 +9%
OA
575
Oasis Advisors
Iowa
$8.49M +$8.53M +84,969 New