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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
EFA
826
Edge Financial Advisors
Illinois
$3.77M +$5.52K +55 +0.1%
FWM
827
Forteris Wealth Management
New York
$3.77M +$3.78M +37,699 New
GBWM
828
Granite Bay Wealth Management
New Hampshire
$3.76M +$575K +5,726 +18%
MLFP
829
MPS Loria Financial Planners
Illinois
$3.76M +$153K +1,524 +4%
TWM
830
Tradition Wealth Management
Minnesota
$3.73M +$110K +1,094 +3%
SI
831
Stonekeep Investments
New Mexico
$3.73M -$18.6K -185 -0.5%
CCM
832
Charter Capital Management
Wisconsin
$3.72M +$50.8K +506 +1%
DTC
833
Davidson Trust Company
Washington
$3.71M +$351K +3,498 +10%
WP
834
Waycross Partners
Kentucky
$3.71M
FNBT
835
FineMark National Bank & Trust
Florida
$3.7M +$443K +4,419 +14%
EB
836
Exchange Bank
California
$3.67M -$22.6K -225 -0.6%
WMA
837
Wealth Management Associates
New Jersey
$3.67M +$197K +1,960 +6%
FAT
838
First American Trust
California
$3.67M -$339K -3,378 -8%
FWM
839
FFT Wealth Management
Pennsylvania
$3.66M -$1.24M -12,372 -25%
BAWM
840
Bennett Associates Wealth Management
Pennsylvania
$3.66M +$143K +1,427 +4%
SIAM
841
Sterling Investment Advisors (Missouri)
Missouri
$3.66M +$432K +4,302 +13%
MBTD
842
Mechanics Bank - Trust Department
California
$3.66M -$53.8K -536 -1%
WA
843
Westfuller Advisors
New York
$3.66M +$953K +9,501 +35%
SA
844
Stewardship Advisors
Pennsylvania
$3.65M +$1M +10,005 +38%
DIP
845
DT Investment Partners
Pennsylvania
$3.64M -$19.8M -197,151 -84%
IWB
846
Innovative Wealth Building
Maryland
$3.64M -$105K -1,049 -3%
OCA
847
OpenArc Corporate Advisory
Georgia
$3.64M +$3.66M +36,451 New
CAAM
848
Cornerstone Advisors Asset Management
Pennsylvania
$3.63M -$4.51K -45 -0.1%
TA
849
TFB Advisors
Kansas
$3.62M +$322K +3,207 +10%
IPW
850
Intergy Private Wealth
Colorado
$3.6M -$142K -1,412 -4%