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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
GWANC
1601
Guardian Wealth Advisors (North Carolina)
North Carolina
$391K -$110K -1,095 -22%
DW30
1602
Drucker Wealth 3.0
New Jersey
$390K -$77.6K -773 -17%
4A
1603
4Wealth Advisors
Illinois
$387K -$2.01K -20 -0.5%
LAM
1604
Lewis Asset Management
California
$386K +$40.7K +406 +12%
CBTWT
1605
Community Bank & Trust (Waco, Texas)
Texas
$384K +$385K +3,840 New
HWA
1606
HCR Wealth Advisors
California
$379K +$381K +3,795 New
HZ
1607
Hixon Zuercher
Ohio
$379K +$380K +3,790 New
FSA
1608
Financial Sense Advisors
California
$378K +$5.82K +58 +2%
WIP
1609
WealthCare Investment Partners
Rhode Island
$377K +$44.8K +446 +13%
BDPWM
1610
Barnes Dennig Private Wealth Management
Ohio
$375K +$2.11K +21 +0.6%
CA
1611
Claro Advisors
Massachusetts
$373K -$17.2K -171 -4%
SIM
1612
SSI Investment Management
California
$372K
MAS
1613
MPWM Advisory Solutions
Georgia
$371K -$2.51K -25 -0.7%
CCMI
1614
Creative Capital Management Investments
California
$371K
SWM
1615
Segment Wealth Management
Texas
$368K +$20.1K +200 +6%
BC
1616
Burney Company
Virginia
$368K -$104K -1,038 -22%
PAA
1617
Peregrine Asset Advisers
Oregon
$368K -$15.9K -158 -4%
VW
1618
Vantus Wealth
Pennsylvania
$368K +$370K +3,683 New
RWM
1619
Rialto Wealth Management
New York
$368K -$258K -2,567 -41%
MA
1620
Montag & Associates
Georgia
$367K
PSA
1621
Plum Street Advisors
Louisiana
$367K
SPA
1622
Sentinel Pension Advisors
Massachusetts
$367K +$3.51K +35 +1%
DFA
1623
Davies Financial Advisors
California
$367K -$889K -8,864 -71%
SIS
1624
Strategic Investment Solutions
Illinois
$367K
WJWM
1625
Williams Jones Wealth Management
New York
$365K -$4.42K -44 -1%