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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
GIA
1101
Gladstone Institutional Advisory
Florida
$1.58M -$526K -5,239 -25%
Nomura Asset Management
1102
Nomura Asset Management
Japan
$1.58M
JIP
1103
Jaffetilchin Investment Partners
Florida
$1.57M -$2.87M -28,566 -65%
SA
1104
Stolz & Associates
Washington
$1.56M +$1.56M +15,584 New
SC
1105
Schiavi & Co
Delaware
$1.56M +$6.02K +60 +0.4%
BWA
1106
Beam Wealth Advisors
Louisiana
$1.55M +$3.11K +31 +0.2%
BIA
1107
Biondo Investment Advisors
Pennsylvania
$1.55M +$1.55M +15,485 New
KWM
1108
Keebeck Wealth Management
Illinois
$1.55M +$1.3M +12,908 +501%
SFB
1109
STAR Financial Bank
Indiana
$1.54M +$1.55M +15,423 New
IC
1110
Inscription Capital
Texas
$1.53M -$257K -2,562 -14%
PFA
1111
Pathway Financial Advisors
Vermont
$1.53M +$108K +1,079 +8%
CAL
1112
Capital Analysts LLC
Pennsylvania
$1.53M +$5.62K +56 +0.4%
BP
1113
Ballentine Partners
Massachusetts
$1.52M -$42K -419 -3%
VVP
1114
Venture Visionary Partners
Ohio
$1.51M +$761K +7,581 +101%
CIA
1115
Capital Investment Advisors
Georgia
$1.51M +$161K +1,605 +12%
OBWP
1116
O'Brien Wealth Partners
Massachusetts
$1.51M +$1.16M +11,584 +331%
SFO
1117
Stokes Family Office
Louisiana
$1.5M +$1.51M +15,058 New
MFS
1118
Miller Financial Services
Michigan
$1.5M -$140K -1,394 -8%
PFA
1119
Presper Financial Architects
Ohio
$1.49M +$1.5M +14,919 New
ACI
1120
Alpha Cubed Investments
California
$1.49M +$45.2K +450 +3%
OCM
1121
Objective Capital Management
Ohio
$1.49M +$64.8K +646 +5%
PFG
1122
Pacific Financial Group
Washington
$1.48M +$392K +3,908 +36%
KBFS
1123
Kohmann Bosshard Financial Services
Ohio
$1.48M -$26.1K -260 -2%
PFW
1124
Petros Family Wealth
Minnesota
$1.48M +$1.48M +14,778 New
BP
1125
BBR Partners
New York
$1.47M +$279K +2,784 +23%