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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
BFA
701
Blueprint Financial Advisors
North Carolina
$5.47M -$407K -4,052 -7%
AA
702
Ancora Advisors
Ohio
$5.46M -$493K -4,909 -8%
CCM
703
Canal Capital Management
Virginia
$5.45M +$3.65M +36,423 +201%
WAM
704
WealthTrust Asset Management
Florida
$5.4M +$159K +1,587 +3%
CI
705
CPR Investments
Michigan
$5.39M +$3.64M +36,256 +205%
GT
706
Glenview Trust
Kentucky
$5.38M +$279K +2,785 +5%
MWA
707
Merkkuri Wealth Advisors
New York
$5.34M +$1.69M +16,867 +46%
GPW
708
Genesis Private Wealth
Virginia
$5.33M +$5.36M +53,403 New
KCA
709
Kastel Capital Advisors
Massachusetts
$5.29M +$5.31M +52,953 New
WETS
710
Wealth Enhancement Trust Services
South Dakota
$5.28M +$5.31M +52,887 New
BFIC
711
Bedell Frazier Investment Counselling
California
$5.24M +$1.69M +16,860 +47%
UB
712
Umpqua Bank
Oregon
$5.21M -$454K -4,523 -8%
IA
713
Invested Advisors
Pennsylvania
$5.2M +$300K +2,987 +6%
JGIA
714
Jackson Grant Investment Advisers
Connecticut
$5.19M +$265K +2,643 +5%
AP
715
Aspect Partners
Virginia
$5.18M +$307K +3,064 +6%
SC
716
Savant Capital
Illinois
$5.14M -$199K -1,985 -4%
MA
717
Modus Advisors
Minnesota
$5.13M +$458K +4,562 +10%
CCA
718
Coign Capital Advisors
Utah
$5.12M +$195K +1,946 +4%
Barclays
719
Barclays
United Kingdom
$5.1M +$5.08M +50,583 +11,241%
Bessemer Group
720
Bessemer Group
New Jersey
$5.09M +$3.39M +33,830 +197%
MWM
721
MorganRosel Wealth Management
Colorado
$5.07M +$829K +8,260 +19%
SWA
722
Sax Wealth Advisors
New Jersey
$5.07M +$3.67M +36,574 +258%
SW
723
SteelPeak Wealth
California
$5.07M +$2.14M +21,358 +73%
SWP
724
Stone Wealth Partners
Louisiana
$5.07M +$5.09M +50,715 New
NCG
725
Newport Capital Group
New Jersey
$5.06M +$590K +5,882 +13%