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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
CT
1676
Clearstead Trust
Maine
$326K -$68.4K -682 -17%
HCP
1677
Hardin Capital Partners
South Carolina
$326K -$2.11K -21 -0.6%
TCM
1678
Traub Capital Management
Massachusetts
$325K +$50.2K +500 +18%
MC
1679
Middleton & Co
Massachusetts
$325K
CIA
1680
Cape Investment Advisory
Georgia
$324K +$79.6K +793 +32%
BWM
1681
BAM Wealth Management
Colorado
$323K -$132K -1,317 -29%
PWM
1682
Parkshore Wealth Management
California
$321K +$2.21K +22 +0.7%
WLIM
1683
White Lighthouse Investment Management
Massachusetts
$321K +$42.6K +425 +15%
SWM
1684
Selby Wealth Management
California
$321K +$322K +3,211 New
SCA
1685
Stonebridge Capital Advisors
Minnesota
$320K +$40.3K +402 +14%
RWM
1686
Riverbend Wealth Management
South Carolina
$319K
KFI
1687
Key Financial Inc
Pennsylvania
$318K -$16.8K -167 -5%
ACM
1688
Absolute Capital Management
Pennsylvania
$317K +$14.9K +148 +5%
MCWA
1689
Meadow Creek Wealth Advisors
Georgia
$316K -$34.8K -347 -10%
TWP
1690
Tempus Wealth Planning
California
$316K -$11.5K -115 -4%
FHC
1691
First Heartland Consultants
Missouri
$314K -$1.6K -16 -0.5%
SAS
1692
Stelac Advisory Services
New York
$313K
SCM
1693
Stonehearth Capital Management
Massachusetts
$312K +$4.11K +41 +1%
MHR
1694
Matthew Hamilton Rosenberg
$309K +$2.51K +25 +0.8%
CWS
1695
Cypress Wealth Services
California
$307K -$62.7K -625 -17%
CFG
1696
Cooper Financial Group
California
$306K +$70.3K +701 +30%
WCM
1697
WealthBridge Capital Management
Ohio
$306K -$52.7K -525 -15%
NMG
1698
New Millennium Group
Utah
$306K +$191K +1,906 +164%
WIA
1699
Wetzel Investment Advisors
Indiana
$305K
SWM
1700
Silverlake Wealth Management
Vermont
$304K -$1.3K -13 -0.4%