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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
RA
1651
Rockingstone Advisors
Massachusetts
$350K
OCA
1652
Odyssey Capital Advisors
Pennsylvania
$349K +$351K +3,496 New
CFO
1653
Callan Family Office
Pennsylvania
$348K +$350K +3,489 New
RL
1654
Retireful LLC
Michigan
$348K -$1.08M -10,811 -76%
SIA
1655
Strategic Investment Advisors
Michigan
$347K -$4.19M -41,768 -92%
SWA
1656
SOA Wealth Advisors
New York
$346K -$1.71K -17 -0.5%
USB
1657
Union Savings Bank
Connecticut
$345K +$347K +3,456 New
EDRH
1658
Edmond de Rothschild Holding
Switzerland
$344K
WP
1659
Westmount Partners
California
$344K
DWM
1660
Dogwood Wealth Management
Kansas
$343K +$16.6K +165 +5%
KIM
1661
Karpus Investment Management
New York
$343K +$67.7K +675 +24%
SC
1662
Stephenson & Company
California
$342K +$35.1K +350 +11%
TWM
1663
Topsail Wealth Management
North Carolina
$340K -$83.4K -831 -20%
LPP
1664
Life Planning Partners
Florida
$339K +$127K +1,264 +59%
2L
1665
25 LLC
Missouri
$339K -$73.3K -730 -18%
WW
1666
Westshore Wealth
California
$338K
KA
1667
KLCM Advisors
Wisconsin
$336K +$337K +3,360 New
FMP
1668
Financial Management Professionals
Texas
$335K
KF
1669
Krilogy Financial
Missouri
$334K +$8.03K +80 +2%
CF
1670
Centaurus Financial
California
$332K +$33.4K +333 +11%
CIC
1671
Cutler Investment Counsel
Oregon
$331K +$18.8K +187 +6%
SSA
1672
SSA Swiss Advisors
$331K -$61.5K -613 -16%
EWM
1673
Endowment Wealth Management
Wisconsin
$328K +$40.7K +406 +14%
EFG
1674
Everhart Financial Group
Ohio
$328K -$20.1K -200 -6%
PCA
1675
Prosperity Capital Advisors
Ohio
$327K -$929K -9,260 -74%