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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
CSP
676
Cary Street Partners
Virginia
$6.02M +$1.11M +11,104 +23%
JIR
677
James Investment Research
Ohio
$6.02M +$443K +4,415 +8%
CW
678
CreativeOne Wealth
Kansas
$6.01M -$1.28M -12,723 -17%
EW
679
Element Wealth
Mississippi
$5.99M -$129K -1,281 -2%
RSEWM
680
River's Edge Wealth Management
Pennsylvania
$5.95M +$5.91M +58,925 New
OC
681
Oppenheimer & Co
New York
$5.94M -$5.16M -51,385 -46%
NS
682
NBC Securities
Alabama
$5.93M +$1.38M +13,724 +30%
JWM
683
JGP Wealth Management
Oregon
$5.89M +$1.05M +10,460 +22%
LNWTC
684
Laird Norton Wetherby Trust Company
Washington
$5.88M +$5.91M +58,853 New
VFIC
685
Valley Forge Investment Consultants
Pennsylvania
$5.84M +$209K +2,084 +4%
GBFP
686
Golden Bell Financial Planning
Georgia
$5.81M +$44.7K +445 +0.8%
IAA
687
Independent Advisor Alliance
North Carolina
$5.78M -$435K -4,331 -7%
SMI
688
Shelter Mutual Insurance
Missouri
$5.76M
SG
689
Sharper & Granite
California
$5.75M +$809K +8,059 +16%
BAM
690
Belpointe Asset Management
Nevada
$5.72M -$199K -1,986 -3%
AWE
691
Avidian Wealth Enterprises
Texas
$5.71M -$336K -3,349 -6%
TFA
692
Tobias Financial Advisors
Florida
$5.7M -$136K -1,351 -2%
CMAI
693
Capital Management Associates Inc
Minnesota
$5.66M +$1.41M +14,084 +33%
AAS
694
Asset Allocation Strategies
Michigan
$5.65M -$2.69M -26,809 -32%
BIP
695
Blueprint Investment Partners
North Carolina
$5.62M -$273K -2,722 -5%
TC
696
Toews Corporation
New Jersey
$5.6M -$311K -3,100 -5%
CWA
697
Canvas Wealth Advisors
Kansas
$5.54M +$475K +4,735 +9%
AWM
698
Apollon Wealth Management
South Carolina
$5.54M -$272K -2,708 -5%
Empower Advisory Group
699
Empower Advisory Group
Colorado
$5.47M +$336K +3,345 +7%
MSAGDF
700
Moneda SA Administradora General de Fondos
Chile
$5.47M +$100K +998 +2%