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iShares Core US Aggregate Bond ETF

2,064 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 292 funds opening new positions, 987 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
373
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
BWP
1001
Balboa Wealth Partners
Arizona
$2.12M
UAS
1002
United Asset Strategies
New York
$2.12M
BFPW
1003
BOK Financial Private Wealth
Colorado
$2.11M
PA
1004
Pinnacle Associates
New York
$2.1M
LHWM
1005
Lake Hills Wealth Management
Texas
$2.09M
LPFG
1006
Landing Point Financial Group
Ohio
$2.07M
JFG
1007
JMG Financial Group
Illinois
$2.06M
TC
1008
Trilogy Capital
California
$2.06M
GWM
1009
GSB Wealth Management
Connecticut
$2.05M
AIS
1010
American Investment Services
Massachusetts
$2.04M
WF
1011
Welch & Forbes
Massachusetts
$2.03M
NFP
1012
Narus Financial Partners
Utah
$2.02M
SB
1013
Strategic Blueprint
Georgia
$2.01M
CRC
1014
Curi RMB Capital
Illinois
$1.99M
DI
1015
Diligent Investors
California
$1.97M
CIMI
1016
Capital Investment Management, Inc.
Missouri
$1.97M
OFS
1017
Orrstown Financial Services
Pennsylvania
$1.97M
IIC
1018
Ironwood Investment Counsel
Arizona
$1.94M
BI
1019
Ballast Inc
Kentucky
$1.94M
FIG
1020
FSA Investment Group
Florida
$1.93M
IP
1021
Ignite Planners
California
$1.92M
WAAG
1022
Wealth Alliance Advisory Group
Kansas
$1.91M
IAIM
1023
International Assets Investment Management
Florida
$1.91M
GFA
1024
Gallagher Fiduciary Advisors
Illinois
$1.9M
LCM
1025
Lazari Capital Management
California
$1.9M