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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
PWAM
926
Private Wealth Asset Management
Iowa
$2.75M +$442K +4,403 +19%
HPM
927
Hoxton Planning & Management
West Virginia
$2.75M -$72.3K -721 -3%
EWM
928
Elevatus Welath Management
New York
$2.74M +$2.14M +21,285 +347%
SWM
929
Stockman Wealth Management
Montana
$2.72M +$67.6K +674 +3%
CW
930
Cooksen Wealth
Texas
$2.71M +$82.7K +824 +3%
CCG
931
Cypress Capital Group
Florida
$2.69M +$117K +1,165 +5%
TIM
932
Total Investment Management
Arizona
$2.68M -$82.5K -822 -3%
PPWP
933
Premier Path Wealth Partners
New Jersey
$2.67M +$1.56M +15,581 +140%
RT
934
Rockland Trust
Massachusetts
$2.66M -$701K -6,983 -21%
RSF
935
Rik Saylor Financial
Ohio
$2.65M -$21.9K -218 -0.8%
AF
936
Apollon Financial
South Carolina
$2.64M +$1.72M +17,188 +185%
TWP
937
Triad Wealth Partners
Kansas
$2.64M -$84.7K -844 -3%
AWM
938
Aries Wealth Management
Maine
$2.62M +$424K +4,229 +19%
WP
939
WealthShield Partners
North Carolina
$2.62M +$415K +4,132 +19%
AWM
940
Avior Wealth Management
Nebraska
$2.6M +$1.12M +11,206 +75%
NAM
941
NTV Asset Management
West Virginia
$2.59M +$109K +1,085 +4%
CB
942
Chris Bulman
California
$2.58M +$612K +6,100 +31%
RTC
943
Riverview Trust Company
Washington
$2.58M
LWM
944
Lionsbridge Wealth Management
Florida
$2.57M -$12.6K -126 -0.5%
CWP
945
Core Wealth Partners
California
$2.57M +$307K +3,058 +13%
IAS
946
Integrity Advisory Solutions
Texas
$2.56M +$54.9K +547 +2%
CWM
947
Capstone Wealth Management
Montana
$2.54M +$2.55M +25,438 New
OAM
948
Occidental Asset Management
California
$2.54M -$110K -1,100 -4%
CWMS
949
CFG Wealth Management Services
Indiana
$2.53M +$2.54M +25,298 New
AMG
950
Asset Management Group
Connecticut
$2.53M -$274K -2,727 -10%