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iShares Core US Aggregate Bond ETF

2,092 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, 993 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: 993 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 336381 (+45)

9% more funds holding

Funds holding: 1,9232,092 (+169)

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
2,092
Holders Change
+169
Holders Change %
+8.79%
% of All Funds
25.46%
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
993
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
WAL
1626
W Advisors LLC
Tennessee
$364K -$2.31K -23 -0.6%
PBF
1627
Petix & Botte Financial
California
$363K -$9.63K -96 -3%
NG
1628
Northstar Group
New York
$363K
AIS
1629
AM Investment Strategies
Tennessee
$362K +$364K +3,623 New
SP
1630
SIH Partners
Delaware
$362K
WPC
1631
Waters Parkerson & Co
Louisiana
$362K
NA
1632
Note Advisors
New York
$360K +$8.13K +81 +2%
WA
1633
Waystone Advisors
Washington
$360K +$362K +3,603 New
PJWM
1634
Philip James Wealth Mangement
Georgia
$360K
MWM
1635
MGB Wealth Management
Texas
$358K
SC
1636
Sykon Capital
New York
$357K +$63.2K +630 +21%
AWMG
1637
ADG Wealth Management Group
Louisiana
$356K +$358K +3,563 New
SF
1638
Strategent Financial
Virginia
$355K
AWA
1639
Archvest Wealth Advisors
California
$355K -$1.11M -11,066 -76%
FWMP
1640
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$355K -$67.4K -672 -16%
CFG
1641
Carter Financial Group
Illinois
$354K -$42.5K -424 -11%
CPRC
1642
Consolidated Portfolio Review Corp
New York
$354K -$1.56M -15,521 -81%
PRA
1643
Pine Ridge Advisers
New York
$354K
ACA
1644
Anchor Capital Advisors
Massachusetts
$353K -$37.1K -370 -9%
KAS
1645
KPP Advisory Services
Kentucky
$353K -$86.4K -861 -20%
GFG
1646
GR Financial Group
Arizona
$352K +$4.62K +46 +1%
BCM
1647
Boreal Capital Management
Florida
$352K -$151K -1,500 -30%
CWM
1648
CCG Wealth Management
California
$351K +$353K +3,517 New
SSC
1649
Syverson Strege & Co
Iowa
$351K -$58.6K -584 -14%
CSPIA
1650
Cary Street Partners Investment Advisory
Virginia
$350K -$278K -2,767 -44%