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iShares Core US Aggregate Bond ETF

2,064 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 292 funds opening new positions, 987 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
373
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.31M
Puts
$1.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1301
Sharkey, Howes & Javer
Colorado
$848K
GWP
1302
Gateway Wealth Partners
Wisconsin
$846K
OWA
1303
Oak Wealth Advisors
Illinois
$841K
CAM
1304
Cidel Asset Management
Ontario, Canada
$831K
OAS
1305
Optivise Advisory Services
Tennessee
$824K
1CP
1306
17 Capital Partners
Arizona
$821K
HA
1307
Hanover Advisors
South Carolina
$817K
CIC
1308
Carnegie Investment Counsel
Ohio
$815K
PP
1309
Patron Partners
Texas
$813K
EA
1310
Evergreen Advisors
Tennessee
$809K
MPW
1311
MASECO Private Wealth
$806K
LPAM
1312
Lodestar Private Asset Management
California
$806K
RPA
1313
Rock Point Advisors
Vermont
$804K
CWM
1314
Cornerstone Wealth Management
Missouri
$802K
MI
1315
Moneywise Inc
Virginia
$800K
BFW
1316
Brady Family Wealth
Missouri
$796K
VWM
1317
Verus Wealth Management
Wisconsin
$794K
AFG
1318
ABLE Financial Group
Arizona
$791K
NG
1319
NWK Group
California
$791K
AFA
1320
Amicus Financial Advisors
Texas
$789K
QP
1321
Quartz Partners
New York
$784K
BP
1322
BWM Planning
Texas
$784K
PWA
1323
Physician Wealth Advisors
Utah
$783K
FF
1324
Farrell Financial
New York
$782K
AWM
1325
Alterna Wealth Management
Texas
$782K