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iShares Core US Aggregate Bond ETF

2,094 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, 995 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

75% more repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 337382 (+45)

9% more funds holding

Funds holding: 1,9242,094 (+170)

3% more capital invested

Capital invested by funds: $116B → $120B (+$3.82B)

0.72% more ownership

Funds ownership: 90.25%90.97% (+0.72%)

Holders
2,094
Holders Change
+170
Holders Change %
+8.84%
% of All Funds
25.47%
Holding in Top 10
382
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.35%
% of All Funds
4.65%
New
310
Increased
995
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
WSFG
776
Wall Street Financial Group
Illinois
$4.34M +$1.26M +12,558 +41%
CWMS
777
Cannon Wealth Management Services
North Carolina
$4.33M +$83.7K +834 +2%
AF
778
AtlasMark Financial
Texas
$4.32M -$346K -3,444 -7%
FSA
779
Financial Services Advisory
Maryland
$4.31M +$1.85M +18,459 +75%
IP
780
Indivisible Partners
Florida
$4.28M +$4.3M +42,901 New
LG
781
Leuthold Group
Minnesota
$4.27M -$503K -5,015 -10%
DC
782
Davenport & Co
Virginia
$4.25M +$390K +3,888 +10%
5W
783
5T Wealth
California
$4.23M +$304K +3,028 +8%
SCA
784
Snowden Capital Advisors
New York
$4.2M +$456K +4,541 +12%
FA
785
Flagstar Advisors
New York
$4.2M -$3.56M -35,484 -46%
EGA
786
E&G Advisors
Texas
$4.2M +$116K +1,159 +3%
FCA
787
Fortis Capital Advisors
Kansas
$4.2M +$426K +4,250 +11%
AWM
788
Accel Wealth Management
Iowa
$4.17M +$209K +2,078 +5%
Pathstone Holdings
789
Pathstone Holdings
New Jersey
$4.14M -$16.9K -168 -0.4%
SIC
790
Salem Investment Counselors
North Carolina
$4.13M -$128K -1,275 -3%
FPAS
791
Focus Partners Advisor Solutions
Missouri
$4.11M -$4.38M -43,675 -51%
PWPS
792
Pinnacle Wealth Planning Services
Ohio
$4.1M -$568K -5,661 -12%
WCP
793
Wealthcare Capital Partners
Pennsylvania
$4.09M +$204K +2,036 +5%
EWM
794
Evercore Wealth Management
New York
$4.09M +$121K +1,202 +3%
WA
795
WBH Advisory
Maryland
$4.07M -$37.3K -372 -0.9%
QCG
796
Quadrant Capital Group
Ohio
$4.06M +$497K +4,953 +14%
TA
797
Tactive Advisors
Florida
$4.04M -$96.2K -959 -2%
TWC
798
TD Waterhouse Canada
Ontario, Canada
$4.03M +$321K +3,201 +9%
TP
799
TritonPoint Partners
Maryland
$3.98M +$4M +39,876 New
PWS
800
Pursuit Wealth Strategies
North Carolina
$3.96M +$3.98M +39,652 New