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iShares Core US Aggregate Bond ETF

2,028 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 267 funds opening new positions, 984 increasing their positions, 562 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,028
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.31M
Puts
$1.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
51
SageView Advisory Group
California
$362M
P
52
&Partners
Tennessee
$346M
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$335M
MSA
54
Mason Street Advisors
Wisconsin
$310M
BL
55
Balentine LLC
Georgia
$297M
DWM
56
Dynasty Wealth Management
Florida
$290M
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$282M
SDIC
58
South Dakota Investment Council
South Dakota
$282M
Prudential Financial
59
Prudential Financial
New Jersey
$281M
SAM
60
Simplify Asset Management
Nevada
$280M
EWA
61
EP Wealth Advisors
California
$278M
Russell Investments Group
62
Russell Investments Group
United Kingdom
$271M
Comerica Bank
63
Comerica Bank
Texas
$257M
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$242M
SP
65
Stairway Partners
Illinois
$241M
BTI
66
Blue Trust Inc
Georgia
$240M
ETC
67
Exchange Traded Concepts
Oklahoma
$232M
QWP
68
Quotient Wealth Partners
Texas
$232M
HighTower Advisors
69
HighTower Advisors
Illinois
$226M
DCM
70
Disciplina Capital Management
Tennessee
$220M
LMIM
71
Lockheed Martin Investment Management
Maryland
$216M
Osaic Holdings
72
Osaic Holdings
Arizona
$199M
AWM
73
Axxcess Wealth Management
California
$191M
COCM
74
Charter Oak Capital Management
New Hampshire
$185M
CAAS
75
Capital Asset Advisory Services
Michigan
$177M