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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
25.45%
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
GAG
601
GM Advisory Group
New York
$7.82M -$443K -4,414 -5%
WF
602
Wayfinding Financial
Washington
$7.81M -$553K -5,513 -7%
LW
603
Livet Wealth
Utah
$7.75M +$7.79M +77,631 New
PCS
604
Private Client Services
Kentucky
$7.75M +$855K +8,518 +12%
TA
605
TPG Advisors
Illinois
$7.72M +$1.02M +10,139 +15%
KA
606
Kovack Advisors
Florida
$7.64M +$1.51M +15,059 +25%
EFG
607
Erickson Financial Group
Pennsylvania
$7.63M +$591K +5,894 +8%
EP
608
EPIQ Partners
Minnesota
$7.59M -$1.46M -14,570 -16%
MM
609
Main Management
California
$7.57M +$613K +6,108 +9%
CCM
610
Crabel Capital Management
California
$7.51M +$2.44M +24,274 +48%
SA
611
Sovran Advisors
California
$7.51M +$974K +9,702 +15%
AWM
612
AE Wealth Management
Kansas
$7.5M +$657K +6,548 +10%
GAA
613
Global Assets Advisory
Florida
$7.5M +$1.23M +12,278 +20%
HWA
614
Hillcrest Wealth Advisors
New Jersey
$7.47M +$519K +5,175 +7%
ACM
615
Alamar Capital Management
California
$7.44M +$725K +7,224 +11%
National Bank of Canada
616
National Bank of Canada
Quebec, Canada
$7.44M -$3.04M -30,320 -29%
MWA
617
MN Wealth Advisors
Kansas
$7.43M +$283K +2,816 +4%
SIP
618
Sellwood Investment Partners
Oregon
$7.43M +$1.96M +19,576 +36%
HCA
619
Harpswell Capital Advisors
Maine
$7.39M +$7.02M +69,960 +1,745%
P
620
Palladiem
Pennsylvania
$7.38M +$7.4M +73,776 New
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$7.38M -$198K -1,970 -3%
MWC
622
MKD Wealth Coaches
Michigan
$7.33M +$45.7K +455 +0.6%
CMA
623
Cedar Mountain Advisors
Oregon
$7.33M +$80.4K +801 +1%
ATPW
624
Ashton Thomas Private Wealth
Arizona
$7.3M +$269K +2,684 +4%
VPW
625
Vericrest Private Wealth
Pennsylvania
$7.28M +$7.31M +72,847 New