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iShares Core US Aggregate Bond ETF

2,056 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 285 funds opening new positions, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
IIM
1426
Invariant Investment Management
Pennsylvania
$606K
EWA
1427
ERTS Wealth Advisors
Michigan
$601K
BWG
1428
Beta Wealth Group
California
$598K
CB
1429
Cadence Bank
Mississippi
$594K
PWS
1430
Peterson Wealth Services
Utah
$594K
SFP
1431
Shepherd Financial Partners
Massachusetts
$594K
SGWM
1432
Sterling Group Wealth Management
California
$590K
BWM
1433
BKM Wealth Management
Wisconsin
$585K
BWAM
1434
Boyd Watterson Asset Management
Ohio
$584K
VFG
1435
Victory Financial Group
Texas
$580K
UBG
1436
United Bank (Georgia)
Georgia
$579K
ABC
1437
Associated Banc-Corp
Wisconsin
$577K
OWP
1438
ORG Wealth Partners
Texas
$575K
OA
1439
Oak Associates
Ohio
$574K
CPW
1440
Crestmont Private Wealth
Texas
$573K
PWM
1441
Palumbo Wealth Management
New York
$573K
PIFP
1442
Partners in Financial Planning
Virginia
$570K
AAMC
1443
Asset Allocation & Management Company
Illinois
$569K
EWM
1444
Elevation Wealth Management
Minnesota
$568K
CC
1445
Courier Capital
New York
$567K
Wealthfront Advisers
1446
Wealthfront Advisers
California
$566K
BWP
1447
BlueStem Wealth Partners
Minnesota
$565K
UFA
1448
Uptown Financial Advisors
Texas
$565K
APW
1449
Axim Planning & Wealth
Ohio
$565K
AIM
1450
Acropolis Investment Management
Missouri
$564K