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iShares Core US Aggregate Bond ETF

2,056 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 285 funds opening new positions, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
HWMC
901
Heritage Wealth Management (California)
California
$2.88M
SHFA
902
SC&H Financial Advisors
Maryland
$2.88M
VFS
903
Valpey Financial Services
New Hampshire
$2.87M
FIB
904
First Interstate Bank
Montana
$2.87M
PWW
905
Pettyjohn Wood & White
Virginia
$2.86M
FW
906
Fairway Wealth
Ohio
$2.86M
SFC
907
SYM Financial Corp
Indiana
$2.85M
VPA
908
Vernal Point Advisors
California
$2.83M
IWA
909
Invera Wealth Advisors
Oregon
$2.82M
Retirement Systems of Alabama
910
Retirement Systems of Alabama
Alabama
$2.79M
LIM
911
Leavell Investment Management
Alabama
$2.77M
DWA
912
Delos Wealth Advisors
Texas
$2.77M
VAG
913
VisionPoint Advisory Group
Texas
$2.76M
PWAM
914
Private Wealth Asset Management
Iowa
$2.75M
HPM
915
Hoxton Planning & Management
West Virginia
$2.75M
EWM
916
Elevatus Welath Management
New York
$2.74M
SWM
917
Stockman Wealth Management
Montana
$2.72M
CW
918
Cooksen Wealth
Texas
$2.71M
CCG
919
Cypress Capital Group
Florida
$2.69M
TIM
920
Total Investment Management
Arizona
$2.68M
PPWP
921
Premier Path Wealth Partners
New Jersey
$2.67M
RT
922
Rockland Trust
Massachusetts
$2.66M
RSF
923
Rik Saylor Financial
Ohio
$2.65M
AF
924
Apollon Financial
South Carolina
$2.64M
TWP
925
Triad Wealth Partners
Kansas
$2.64M