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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
BL
1451
BFSG LLC
California
$607K -$878K -8,747 -59%
IIM
1452
Invariant Investment Management
Pennsylvania
$606K +$607K +6,049 New
EWA
1453
ERTS Wealth Advisors
Michigan
$601K
BWG
1454
Beta Wealth Group
California
$598K
CB
1455
Cadence Bank
Mississippi
$594K +$58.7K +585 +11%
PWS
1456
Peterson Wealth Services
Utah
$594K +$500K +4,987 +519%
SFP
1457
Shepherd Financial Partners
Massachusetts
$594K -$62.4K -622 -9%
SGWM
1458
Sterling Group Wealth Management
California
$590K +$20.9K +208 +4%
BWM
1459
BKM Wealth Management
Wisconsin
$585K +$15.3K +152 +3%
BWAM
1460
Boyd Watterson Asset Management
Ohio
$584K +$583K +5,815 +19,383%
VFG
1461
Victory Financial Group
Texas
$580K +$118K +1,178 +25%
UBG
1462
United Bank (Georgia)
Georgia
$579K +$300K +2,992 +107%
ABC
1463
Associated Banc-Corp
Wisconsin
$577K
OWP
1464
ORG Wealth Partners
Texas
$575K +$31K +309 +6%
OA
1465
Oak Associates
Ohio
$574K +$577K +5,751 New
CPW
1466
Crestmont Private Wealth
Texas
$573K +$576K +5,739 New
PWM
1467
Palumbo Wealth Management
New York
$573K +$575K +5,734 New
PIFP
1468
Partners in Financial Planning
Virginia
$570K +$2.11K +21 +0.4%
AAMC
1469
Asset Allocation & Management Company
Illinois
$569K
EWM
1470
Elevation Wealth Management
Minnesota
$568K +$570K +5,683 New
CC
1471
Courier Capital
New York
$567K
Wealthfront Advisers
1472
Wealthfront Advisers
California
$566K +$193K +1,919 +51%
BWP
1473
BlueStem Wealth Partners
Minnesota
$565K -$96.6K -963 -15%
UFA
1474
Uptown Financial Advisors
Texas
$565K -$47K -468 -8%
APW
1475
Axim Planning & Wealth
Ohio
$565K +$140K +1,399 +33%