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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
RWM
1051
RBA Wealth Management
California
$1.8M +$36.1K +360 +2%
GC
1052
GatePass Capital
Ohio
$1.8M +$312K +3,109 +21%
NWM
1053
Navigation Wealth Management
Colorado
$1.8M +$104K +1,032 +6%
BA
1054
Bellwether Advisors
Nebraska
$1.8M +$55.6K +554 +3%
CIBC Asset Management
1055
CIBC Asset Management
Ontario, Canada
$1.8M +$1.01M +10,038 +126%
HP
1056
Holistic Planning
Texas
$1.79M +$838K +8,353 +88%
HSA
1057
HBK Sorce Advisory
Pennsylvania
$1.78M -$1.3K -13 -0.1%
IDA
1058
Intelligence Driven Advisers
California
$1.78M -$31.9K -318 -2%
DWM
1059
Diversify Wealth Management
Utah
$1.77M +$1.77M +17,670 New
MWM
1060
Mission Wealth Management
California
$1.77M -$14.7K -146 -0.8%
SWM
1061
Steinberganna Wealth Management
New York
$1.76M -$14.6K -145 -0.8%
VF
1062
Vawter Financial
Ohio
$1.76M -$96.3K -960 -5%
RWA
1063
Reicon Wealth Advisors
Georgia
$1.76M +$1.77M +17,606 New
HFF
1064
Halter Ferguson Financial
Indiana
$1.75M +$26.9K +268 +2%
GVCM
1065
Global View Capital Management
Wisconsin
$1.75M -$1.28M -12,764 -42%
BCM
1066
Bourgeon Capital Management
Connecticut
$1.75M +$73.7K +734 +4%
WCG
1067
Wall Capital Group
Arizona
$1.75M +$1.75M +17,482 New
Loomis, Sayles & Company
1068
Loomis, Sayles & Company
Massachusetts
$1.74M -$18.3M -182,551 -91%
AAS
1069
Ameritas Advisory Services
Nebraska
$1.74M +$551K +5,495 +46%
MP
1070
McDonald Partners
Ohio
$1.73M +$234K +2,334 +16%
CFG
1071
Carr Financial Group
Massachusetts
$1.73M +$134K +1,332 +8%
BCM
1072
Becker Capital Management
Oregon
$1.73M -$352K -3,505 -17%
CWM
1073
Cahaba Wealth Management
Georgia
$1.72M +$46.1K +459 +3%
VAG
1074
Vannoy Advisory Group
Texas
$1.71M +$25.5K +254 +2%
CA
1075
Clune & Associates
Illinois
$1.71M +$46.2K +460 +3%