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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
BFA
1701
Beaumont Financial Advisors
Massachusetts
$304K +$306K +3,048 New
XPN
1702
XY Planning Network
Montana
$304K +$306K +3,045 New
HA
1703
HFG Advisors
Ohio
$304K +$305K +3,044 New
LDB
1704
Lee, Danner & Bass
Tennessee
$304K
BWM
1705
BNC Wealth Management
Oregon
$304K +$41.4K +413 +16%
MSA
1706
Marino Stram & Associates
Massachusetts
$303K +$304K +3,031 New
BCG
1707
Bravias Capital Group
New Jersey
$302K -$22.1K -220 -7%
WF
1708
WinCap Financial
Massachusetts
$302K +$9.73K +97 +3%
MEG
1709
Millstone Evans Group
Colorado
$302K +$301K +3,004 +14,305%
FAG
1710
Financial Architects (Georgia)
Georgia
$300K +$302K +3,005 New
MGW
1711
MB Generational Wealth
Washington
$300K
GCM
1712
Gables Capital Management
Florida
$300K
RA
1713
Rise Advisors
New York
$299K -$29.4K -293 -9%
TC
1714
Tenret Company
Florida
$299K
HBS
1715
Howard Bailey Securities
Indiana
$298K -$62.8K -626 -17%
EF
1716
Elite Financial
Idaho
$296K
SF
1717
SWP Financial
California
$295K +$21.9K +218 +8%
Allianz Asset Management
1718
Allianz Asset Management
Germany
$295K +$35.1K +350 +13%
NCM
1719
Noesis Capital Mangement
Florida
$294K +$36.7K +366 +14%
EA
1720
Ergawealth Advisors
Illinois
$294K
WSC
1721
Wellington Shields & Co
New York
$291K +$293K +2,915 New
PPW
1722
Parcion Private Wealth
Washington
$291K +$292K +2,911 New
FWA
1723
FSM Wealth Advisors
Ohio
$290K -$12.4K -124 -4%
SCM
1724
Stordahl Capital Management
Colorado
$290K +$2.71K +27 +0.9%
BIG
1725
Brookwood Investment Group
Arizona
$289K -$407K -4,055 -58%