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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
HPBT
901
Hickory Point Bank & Trust
Illinois
$2.95M
PP
902
Prosperity Planning
Missouri
$2.94M
ANBT
903
American National Bank & Trust
Texas
$2.94M +$66.4K +662 +2%
USCWA
904
U.S. Capital Wealth Advisors
Texas
$2.94M -$50.3K -501 -2%
FWP
905
Family Wealth Partners
North Carolina
$2.94M -$215K -2,139 -7%
LOWM
906
Laurel Oak Wealth Management
New Jersey
$2.92M +$2.93M +29,223 New
ANTB
907
AMG National Trust Bank
Colorado
$2.92M -$71.7K -715 -2%
AWM
908
Arista Wealth Management
Nevada
$2.91M -$973K -9,695 -25%
MW
909
Maia Wealth
Colorado
$2.91M -$106K -1,059 -4%
GTWM
910
Global Trust Wealth Management
Florida
$2.9M +$2.92M +29,080 New
MWPCG
911
Measured Wealth Private Client Group
New Hampshire
$2.9M +$419K +4,171 +17%
HWMC
912
Heritage Wealth Management (California)
California
$2.88M +$1.18M +11,801 +69%
SHFA
913
SC&H Financial Advisors
Maryland
$2.88M +$248K +2,471 +9%
VFS
914
Valpey Financial Services
New Hampshire
$2.87M +$15.6K +155 +0.5%
FIB
915
First Interstate Bank
Montana
$2.87M +$30.6K +305 +1%
PWW
916
Pettyjohn Wood & White
Virginia
$2.86M +$79.1K +788 +3%
FW
917
Fairway Wealth
Ohio
$2.86M +$213K +2,120 +8%
SFC
918
SYM Financial Corp
Indiana
$2.85M +$126K +1,258 +5%
VPA
919
Vernal Point Advisors
California
$2.83M -$5.93M -59,061 -68%
IWA
920
Invera Wealth Advisors
Oregon
$2.82M +$393K +3,915 +16%
Retirement Systems of Alabama
921
Retirement Systems of Alabama
Alabama
$2.79M +$78.8K +785 +3%
JWM
922
JHP Wealth Management
Colorado
$2.78M +$2.79M +27,816 New
LIM
923
Leavell Investment Management
Alabama
$2.77M +$267K +2,664 +11%
DWA
924
Delos Wealth Advisors
Texas
$2.77M +$53.2K +530 +2%
VAG
925
VisionPoint Advisory Group
Texas
$2.76M +$1.59M +15,841 +135%