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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
TW
1201
Traveka Wealth
California
$1.14M +$722K +7,192 +171%
YWM
1202
Yukon Wealth Management
Kansas
$1.14M +$13.7K +137 +1%
VFG
1203
V2 Financial group
Illinois
$1.14M +$15.9K +158 +1%
TCM
1204
TruNorth Capital Management
Michigan
$1.13M -$143K -1,426 -11%
TTWM
1205
TCV Trust & Wealth Management
Virginia
$1.13M
PA
1206
Procyon Advisors
Connecticut
$1.12M -$29.5K -294 -3%
WP
1207
WealthPLAN Partners
Nebraska
$1.12M +$1.12M +11,171 New
AW
1208
Alteri Wealth
California
$1.11M +$77.8K +775 +7%
FDCDDQ
1209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M +$399K +3,972 +56%
AWC
1210
Abundance Wealth Counselors
Pennsylvania
$1.11M +$15.9K +158 +1%
CH
1211
CDKV Holdings
Colorado
$1.11M +$1.11M +11,076 New
RTL
1212
Red Tortoise LLC
Georgia
$1.11M +$14.4K +144 +1%
VA
1213
VestGen Advisors
Illinois
$1.1M +$200K +1,989 +22%
PA
1214
PSI Advisors
Florida
$1.1M +$363K +3,619 +49%
DT
1215
DV Trading
Illinois
$1.1M +$1.11M +11,013 New
CWM
1216
Connecticut Wealth Management
Connecticut
$1.1M +$201 +2 +0%
AWM
1217
Aprio Wealth Management
Georgia
$1.1M +$502 +5 +0%
FPW
1218
Fairvoy Private Wealth
Alabama
$1.09M -$16.7K -166 -1%
ACA
1219
Aptus Capital Advisors
Alabama
$1.09M -$92.9K -926 -8%
EWM
1220
Empirical Wealth Management
Washington
$1.08M +$511K +5,092 +89%
GSIAS
1221
Garden State Investment Advisory Services
New Jersey
$1.08M +$520K +5,180 +92%
EA
1222
Eclectic Associates
California
$1.08M +$1.08M +10,797 New
FDW
1223
Fourth Dimension Wealth
Ohio
$1.08M +$853K +8,496 +371%
PSCM
1224
Per Stirling Capital Management
Texas
$1.07M +$98.3K +980 +10%
TCOTS
1225
Trust Company of the South
North Carolina
$1.07M +$679K +6,767 +171%