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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
LJAC
1151
L.J. Altfest & Co
New York
$1.31M -$23.4K -233 -2%
CCM
1152
Conway Capital Management
California
$1.3M
FWM
1153
Forza Wealth Management
Florida
$1.29M +$36.1K +360 +3%
BMA
1154
Brooks Moore & Associates
Tennessee
$1.28M +$20.1K +200 +2%
SC
1155
Shuttleworth & Co
Ohio
$1.28M +$277K +2,760 +28%
PW
1156
PUREfi Wealth
Massachusetts
$1.27M +$324K +3,232 +34%
BCM
1157
Beaumont Capital Management
Massachusetts
$1.27M -$1.37M -13,701 -52%
NB
1158
Nicolet Bankshares
Wisconsin
$1.27M +$319K +3,182 +34%
AP
1159
Anchyra Partners
Georgia
$1.26M +$1.27M +12,637 New
FWA
1160
FOCUS Wealth Advisors
Texas
$1.26M
HIM
1161
Hanlon Investment Management
New Jersey
$1.26M +$449K +4,473 +55%
MWS
1162
MFA Wealth Services
California
$1.24M -$12.2K -122 -1%
MHC
1163
May Hill Capital
Massachusetts
$1.24M +$505K +5,037 +68%
AIA
1164
Affinity Investment Advisors
California
$1.24M
AFA
1165
Alpha Financial Advisors
North Carolina
$1.24M -$152K -1,510 -11%
CA
1166
CWC Advisors
Oregon
$1.24M +$1.24M +12,374 New
SWP
1167
Strategic Wealth Partners
Ohio
$1.22M -$129K -1,286 -9%
DWT
1168
Dorsey & Whitney Trust
South Dakota
$1.22M
WAM
1169
Worth Asset Management
Texas
$1.22M +$50.1K +499 +4%
FWIA
1170
Fort Washington Investment Advisors
Ohio
$1.22M +$128K +1,280 +12%
SPF
1171
South Plains Financial
Texas
$1.21M
GPA
1172
Garrison Point Advisors
California
$1.21M -$70.5K -703 -5%
WS
1173
Wedbush Securities
California
$1.21M +$337K +3,362 +39%
AOWM
1174
Asset One Wealth Management
Washington
$1.21M +$1.21M +12,107 New
KWMG
1175
King Wealth Management Group
Florida
$1.2M -$16.6K -165 -1%