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iShares Core US Aggregate Bond ETF

2,093 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, 994 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

74% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 336381 (+45)

9% more funds holding

Funds holding: 1,9232,093 (+170)

3% more capital invested

Capital invested by funds: $116B → $120B (+$3.82B)

0.72% more ownership

Funds ownership: 90.24%90.96% (+0.72%)

Holders
2,093
Holders Change
+170
Holders Change %
+8.84%
% of All Funds
25.47%
Holding in Top 10
381
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.39%
% of All Funds
4.64%
New
310
Increased
994
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
UFA
1401
Unify Financial Advisors
Florida
$689K +$692K +6,900 New
FA
1402
Fountainhead AM
New Jersey
$684K -$428K -4,263 -38%
EWA
1403
EverSource Wealth Advisors
Alabama
$683K +$391K +3,896 +132%
JESC
1404
J.E. Simmons & Co
Texas
$682K +$685K +6,825 New
TFG
1405
Tilson Financial Group
New Jersey
$679K +$301 +3 +0%
PP
1406
Postrock Partners
Oregon
$678K
PNC
1407
Point Nemo Capital
Texas
$675K +$678K +6,761 New
PS
1408
Planned Solutions
California
$674K +$24K +239 +4%
LFA
1409
Legacy Financial Advisors
Kentucky
$673K +$676K +6,736 New
MW
1410
MBL Wealth
North Carolina
$673K +$210K +2,095 +45%
S
1411
SignatureFD
Georgia
$672K +$396K +3,944 +142%
D
1412
Dentgroup
Louisiana
$669K -$23.9K -238 -3%
JCM
1413
Jacobi Capital Management
Pennsylvania
$665K +$6.52K +65 +1%
MAS
1414
Madden Advisory Services
Florida
$663K -$25.7K -256 -4%
RPGK
1415
Retirement Planning Group (Kansas)
Kansas
$663K +$11.4K +114 +2%
VWM
1416
Vigilare Wealth Management
Arizona
$662K -$4.01K -40 -0.6%
CB
1417
Centennial Bank
Arkansas
$661K -$31K -309 -4%
ACM
1418
Aurdan Capital Management
Pennsylvania
$661K +$319K +3,178 +92%
OWM
1419
Opes Wealth Management
California
$659K -$9.63M -95,957 -94%
IJWM
1420
Inman Jager Wealth Management
Mississippi
$658K
TCM
1421
Traynor Capital Management
Pennsylvania
$658K +$167K +1,660 +34%
PFG
1422
PAX Financial Group
Texas
$656K +$16.3K +162 +3%
BHPW
1423
Box Hill Private Wealth
Arizona
$649K +$652K +6,501 New
PWM
1424
PMG Wealth Management
Illinois
$649K
AI
1425
Arvest Investments
Arkansas
$648K +$641K +6,386 +6,140%