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iShares Core US Aggregate Bond ETF

2,093 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, 994 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: 994 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 336381 (+45)

9% more funds holding

Funds holding: 1,9232,093 (+170)

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
2,093
Holders Change
+170
Holders Change %
+8.84%
% of All Funds
25.47%
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
994
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
NB
576
NBT Bank
New York
$8.46M -$6.42K -64 -0.6%
CAG
577
Csenge Advisory Group
Florida
$8.46M -$270K -2,687 -3%
AWM
578
Accurate Wealth Management
Florida
$8.43M +$473K +4,710 +6%
FA
579
FDx Advisors
Illinois
$8.41M -$410K -4,087 -5%
SWTS
580
Stonehaven Wealth & Tax Solutions
Wisconsin
$8.39M +$270K +2,690 +3%
BWG
581
Boomfish Wealth Group
Georgia
$8.38M +$1.17M +11,618 +16%
SLP
582
Storen Legacy Partners
Indiana
$8.38M +$8.42M +83,903 New
MF
583
Midwestern Financial
Iowa
$8.34M +$334K +3,325 +4%
DW
584
Durante & Waters
New York
$8.33M +$275K +2,736 +3%
HFS
585
Heritage Financial Services
Massachusetts
$8.33M +$495K +4,935 +6%
FPN
586
Financial Planning Navigators
Minnesota
$8.3M +$8.33M +83,053 New
EP
587
Edgestream Partners
New Jersey
$8.27M -$1.16M -11,533 -12%
CM
588
Columbus Macro
Pennsylvania
$8.24M -$907K -9,040 -10%
GMA
589
Glassy Mountain Advisors
Maryland
$8.23M +$681K +6,788 +9%
APP
590
Avantax Planning Partners
Iowa
$8.09M -$386K -3,843 -5%
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$8.01M +$912K +9,088 +13%
CTA
592
Chesley Taft & Associates
Illinois
$7.99M +$330K +3,291 +4%
FWI
593
Facet Wealth Inc
Maryland
$7.99M +$65.7K +655 +0.8%
GM
594
GeoWealth Management
Illinois
$7.96M +$3.32M +33,127 +71%
AWA
595
Arete Wealth Advisors
Illinois
$7.94M -$535K -5,328 -6%
KPWG
596
KFA Private Wealth Group
Virginia
$7.88M -$132K -1,316 -2%
TGAM
597
TBH Global Asset Management
Tennessee
$7.88M -$1.59M -15,889 -17%
PFG
598
Pinnacle Financial Group
Illinois
$7.88M +$883K +8,801 +13%
CCM
599
Capstone Capital Management
$7.85M +$7.88M +78,553 New
DC
600
Destiny Capital
Colorado
$7.83M +$153K +1,525 +2%