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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
AUB
1126
Atlantic Union Bankshares
Virginia
$1.46M -$129K -1,284 -8%
TAP
1127
TSG Advice Partners
Ohio
$1.44M +$1.44M +14,394 New
BWM
1128
Boyd Wealth Management
California
$1.43M -$575K -5,726 -29%
AAG
1129
Armstrong Advisory Group
Massachusetts
$1.42M +$261K +2,604 +22%
OWA
1130
One Wealth Advisors
California
$1.41M -$602K -6,002 -43%
LWA
1131
LifeGoal Wealth Advisors
New York
$1.4M +$295K +2,936 +26%
AWA
1132
Arkadios Wealth Advisors
Georgia
$1.4M -$78.6K -783 -5%
TFA
1133
TrustWell Financial Advisors
Florida
$1.4M +$1.41M +14,009 New
RW
1134
Rede Wealth
Virginia
$1.4M +$1.4M +13,984 New
HCM
1135
Howland Capital Management
Massachusetts
$1.39M
GS
1136
GWN Securities
Florida
$1.39M +$16.6K +165 +1%
PWG
1137
Private Wealth Group
Florida
$1.39M
SI
1138
Stirlingshire Investments
New York
$1.38M +$1.38M +13,786 New
HAG
1139
HighPoint Advisor Group
Illinois
$1.37M +$1.38M +13,730 New
AA
1140
Alesco Advisors
New York
$1.36M -$897K -8,944 -40%
HWM
1141
Horizons Wealth Management
North Carolina
$1.36M -$52K -518 -4%
CAM
1142
Capital Asset Management
Colorado
$1.35M +$1.36M +13,563 New
RK
1143
Rather & Kittrell
Tennessee
$1.35M -$20.8K -207 -2%
PWP
1144
Phillips Wealth Planners
Mississippi
$1.35M +$67.7K +675 +5%
FFG
1145
Fiduciary Financial Group
California
$1.35M +$314K +3,134 +30%
MFG
1146
Mainsail Financial Group
Washington
$1.35M +$188K +1,870 +16%
AP
1147
Americana Partners
Texas
$1.33M +$93.7K +934 +8%
BBWP
1148
Beacon Bridge Wealth Partners
Pennsylvania
$1.33M -$332K -3,311 -20%
WC
1149
Weil Company
California
$1.32M +$92.6K +923 +8%
AWM
1150
Ariadne Wealth Management
California
$1.31M +$1.81K +18 +0.1%