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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
AWAU
1301
Alliance Wealth Advisors (Utah)
Utah
$883K -$254K -2,528 -22%
RFA
1302
Reyes Financial Architecture
California
$878K
HWM
1303
HRC Wealth Management
Idaho
$873K -$9.43K -94 -1%
WA
1304
Winter & Associates
Minnesota
$873K +$877K +8,737 New
PMA
1305
Prudent Man Advisors
Illinois
$868K +$641K +6,390 +278%
RRA
1306
Red Reef Advisors
Florida
$865K +$869K +8,657 New
FCP
1307
Fidelis Capital Partners
Florida
$864K -$100 -1 -0%
VFP
1308
Vested Financial Planning
California
$864K +$31.2K +311 +4%
OFG
1309
Oxford Financial Group
Indiana
$863K +$776K +7,735 +853%
XT
1310
XTX Topco
Cayman Islands
$861K -$640K -6,378 -43%
MCM
1311
M1 Capital Management
Michigan
$858K +$148K +1,470 +21%
MC
1312
Matters Capital
Florida
$857K +$861K +8,585 New
TAM
1313
Titleist Asset Management
Texas
$856K +$95.7K +954 +13%
VCM
1314
Virtue Capital Management
Tennessee
$856K +$158K +1,576 +23%
LCGC
1315
Legacy Capital Group California
California
$854K +$858K +8,555 New
CG
1316
Caprock Group
Idaho
$853K +$7.53K +75 +0.9%
UB
1317
UMB Bank
Missouri
$853K -$23.2K -231 -3%
BDFN
1318
Bond & Devick Financial Network
Minnesota
$852K -$132K -1,317 -13%
HFS
1319
Hoge Financial Services
Pennsylvania
$851K +$11.1K +111 +1%
SHJ
1320
Sharkey, Howes & Javer
Colorado
$848K -$177K -1,768 -17%
GWP
1321
Gateway Wealth Partners
Wisconsin
$846K -$58.7K -585 -6%
OWA
1322
Oak Wealth Advisors
Illinois
$841K +$240K +2,390 +40%
DG
1323
Dala Group
Illinois
$839K +$843K +8,405 New
CAM
1324
Cidel Asset Management
Ontario, Canada
$831K +$75.3K +750 +10%
OAS
1325
Optivise Advisory Services
Tennessee
$824K -$976K -9,729 -54%