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iShares Core US Aggregate Bond ETF

2,030 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 267 funds opening new positions, 984 increasing their positions, 563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
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
LA
1551
LVW Advisors
New York
$395K
BCMLT
1552
Beacon Capital Management LLC (Tennessee)
Tennessee
$392K
BWM
1553
Brickley Wealth Management
California
$392K
GWANC
1554
Guardian Wealth Advisors (North Carolina)
North Carolina
$391K
DW30
1555
Drucker Wealth 3.0
New Jersey
$390K
4A
1556
4Wealth Advisors
Illinois
$387K
LAM
1557
Lewis Asset Management
California
$386K
CBTWT
1558
Community Bank & Trust (Waco, Texas)
Texas
$384K
HWA
1559
HCR Wealth Advisors
California
$379K
HZ
1560
Hixon Zuercher
Ohio
$379K
FSA
1561
Financial Sense Advisors
California
$378K
WIP
1562
WealthCare Investment Partners
Rhode Island
$377K
BDPWM
1563
Barnes Dennig Private Wealth Management
Ohio
$375K
CA
1564
Claro Advisors
Massachusetts
$373K
SIM
1565
SSI Investment Management
California
$372K
MAS
1566
MPWM Advisory Solutions
Georgia
$371K
CCMI
1567
Creative Capital Management Investments
California
$371K
SWM
1568
Segment Wealth Management
Texas
$368K
BC
1569
Burney Company
Virginia
$368K
PAA
1570
Peregrine Asset Advisers
Oregon
$368K
VW
1571
Vantus Wealth
Pennsylvania
$368K
RWM
1572
Rialto Wealth Management
New York
$368K
MA
1573
Montag & Associates
Georgia
$367K
PSA
1574
Plum Street Advisors
Louisiana
$367K
SPA
1575
Sentinel Pension Advisors
Massachusetts
$367K