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iShares Core US Aggregate Bond ETF

2,064 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 292 funds opening new positions, 987 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
373
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
FWA
1701
FSM Wealth Advisors
Ohio
$290K
SCM
1702
Stordahl Capital Management
Colorado
$290K
BIG
1703
Brookwood Investment Group
Arizona
$289K
EHC
1704
Everett Harris & Co
California
$289K
HFA
1705
Highland Financial Advisors
New Jersey
$288K
NG
1706
Novem Group
New York
$287K
SFP
1707
Sandbox Financial Partners
Maryland
$286K
AAS
1708
Annex Advisory Services
Wisconsin
$286K
RBA
1709
Richard Bernstein Advisors
New York
$286K
FIM
1710
FWL Investment Management
Texas
$284K
CW
1711
CrossGen Wealth
North Carolina
$283K
CRW
1712
Clarity Retirement & Wealth
Massachusetts
$282K
EP
1713
Essential Planning
New Hampshire
$282K
EA
1714
Echo45 Advisors
California
$281K
PW
1715
Potentia Wealth
California
$280K
CMP
1716
Courage Miller Partners
Virginia
$280K
BMC
1717
Benin Management Corp
Connecticut
$279K
PFC
1718
Phocas Financial Corp
California
$279K
AA
1719
Armis Advisers
Georgia
$278K
KCM
1720
Kendall Capital Management
Maryland
$278K
CPG
1721
Cornerstone Planning Group
New Jersey
$275K
PIA
1722
Polaris Investment Advisors
Massachusetts
$275K
DCA
1723
DB&C Advisors
Michigan
$274K
DSC
1724
Duncker Streett & Co
Missouri
$273K
WWM
1725
Wolff Wiese Magana
California
$273K