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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
ATWA
751
Arbor Trust Wealth Advisors
Michigan
$4.66M +$311K +3,102 +7%
EPW
752
Endeavor Private Wealth
Kansas
$4.65M -$945K -9,418 -17%
PPC
753
Park Place Capital
Alabama
$4.63M -$705K -7,025 -13%
UWPG
754
Ullmann Wealth Partners Group
Florida
$4.63M +$1.81K +18 +0%
KCAM
755
Kagan Cocozza Asset Management
New Jersey
$4.62M -$22.7K -226 -0.5%
LEA
756
Legacy Edge Advisors
New York
$4.58M +$4.6M +45,891 New
FPW
757
Flagship Private Wealth
Massachusetts
$4.57M +$395K +3,936 +9%
FNBOO
758
First National Bank of Omaha
Nebraska
$4.55M +$87.8K +875 +2%
UAG
759
United Advisor Group
Ohio
$4.53M -$11.8K -118 -0.3%
AA
760
ALPS Advisors
Colorado
$4.52M
PG
761
Patten Group
Tennessee
$4.5M +$1.75M +17,416 +63%
PP
762
Paladin Partners
Wisconsin
$4.48M +$4.5M +44,819 New
FPCG
763
Forum Private Client Group
Indiana
$4.47M -$236K -2,355 -5%
NLA
764
Northern Lights Advisors
Washington
$4.47M +$4.49M +44,763 New
IF
765
Ironwood Financial
Arizona
$4.47M -$292K -2,912 -6%
EWP
766
Elevation Wealth Partners
California
$4.46M +$6.82K +68 +0.2%
TT
767
TI-Trust
Illinois
$4.45M +$130K +1,292 +3%
PF
768
Penney Financial
Texas
$4.44M +$275K +2,743 +7%
SVWAG
769
Sound View Wealth Advisors Group
Georgia
$4.44M +$108K +1,079 +2%
CCA
770
Conservest Capital Advisors
Pennsylvania
$4.39M +$30.3K +302 +0.7%
Koshinski Asset Management
771
Koshinski Asset Management
Illinois
$4.38M +$2.03M +20,198 +85%
BFA
772
Bluestem Financial Advisors
Illinois
$4.38M -$113K -1,128 -3%
EWP
773
Equity Wealth Partners
Missouri
$4.37M -$17.4K -173 -0.4%
Parallax Volatility Advisers
774
Parallax Volatility Advisers
California
$4.36M
WSFG
775
Wall Street Financial Group
Illinois
$4.34M +$1.26M +12,558 +41%