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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
RIA
1176
Realta Investment Advisors
Delaware
$1.2M +$71.9K +717 +6%
FA
1177
Fermata Advisors
California
$1.2M -$39.1K -390 -3%
OWM
1178
Orgel Wealth Management
Wisconsin
$1.19M +$343K +3,420 +40%
WWMP
1179
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.19M +$1.2M +11,931 New
JFG
1180
Jefferies Financial Group
New York
$1.19M +$848K +8,454 +243%
EB
1181
Eastern Bank
Massachusetts
$1.19M +$1.03M +10,229 +605%
KFG
1182
Kingdom Financial Group
Arizona
$1.19M +$1.2M +11,919 New
BPW
1183
BlueDoor Private Wealth
Massachusetts
$1.19M +$1.19M +11,880 New
PCA
1184
Providence Capital Advisors
North Carolina
$1.18M +$31.6K +315 +3%
Q1WB
1185
Quest 10 Wealth Builders
Virginia
$1.18M +$128K +1,272 +12%
AWMS
1186
Advocacy Wealth Management Services
Georgia
$1.18M -$1.02M -10,132 -46%
SCP
1187
Stevens Capital Partners
Nebraska
$1.18M -$42K -419 -3%
ISL
1188
Ingalls & Snyder LLC
New York
$1.18M -$53.3K -531 -4%
TVAMP
1189
Tennessee Valley Asset Management Partners
Tennessee
$1.18M -$3.01K -30 -0.3%
PMFA
1190
Plante Moran Financial Advisors
Michigan
$1.17M +$1.18M +11,742 New
PGAM
1191
Princeton Global Asset Management
New Jersey
$1.17M -$61.7K -615 -5%
SSWM
1192
Sheets Smith Wealth Management
North Carolina
$1.17M +$55.9K +557 +5%
SMA
1193
Sage Mountain Advisors
Georgia
$1.17M +$43.6K +435 +4%
CLGM
1194
Capitolis Liquid Global Markets
New York
$1.16M -$1.38M -13,800 -54%
PWMAG
1195
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M -$157K -1,569 -12%
AWM
1196
Avondale Wealth Management
Texas
$1.15M +$803 +8 +0.1%
RIM
1197
Rockbridge Investment Management
New York
$1.15M -$74.4K -741 -6%
PCM
1198
Presidio Capital Management
California
$1.15M -$199K -1,983 -15%
CG
1199
Curat Global
New Hampshire
$1.15M +$865K +8,620 +303%
FA
1200
Faithward Advisors
Pennsylvania
$1.14M +$157K +1,569 +16%