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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
EHC
1726
Everett Harris & Co
California
$289K
HFA
1727
Highland Financial Advisors
New Jersey
$288K +$290K +2,887 New
NG
1728
Novem Group
New York
$287K -$58.2K -580 -17%
SFP
1729
Sandbox Financial Partners
Maryland
$286K +$2.11K +21 +0.7%
AAS
1730
Annex Advisory Services
Wisconsin
$286K +$34.8K +347 +14%
RBA
1731
Richard Bernstein Advisors
New York
$286K +$287K +2,861 New
FIM
1732
FWL Investment Management
Texas
$284K +$83.9K +836 +42%
CW
1733
CrossGen Wealth
North Carolina
$283K +$284K +2,831 New
CRW
1734
Clarity Retirement & Wealth
Massachusetts
$282K +$284K +2,828 New
EP
1735
Essential Planning
New Hampshire
$282K +$54.2K +540 +24%
EA
1736
Echo45 Advisors
California
$281K +$282K +2,815 New
PW
1737
Potentia Wealth
California
$280K -$2.31K -23 -0.8%
CMP
1738
Courage Miller Partners
Virginia
$280K -$100 -1 -0%
BMC
1739
Benin Management Corp
Connecticut
$279K
PFC
1740
Phocas Financial Corp
California
$279K +$280K +2,791 New
AA
1741
Armis Advisers
Georgia
$278K -$574K -5,725 -67%
KCM
1742
Kendall Capital Management
Maryland
$278K +$279K +2,785 New
CPG
1743
Cornerstone Planning Group
New Jersey
$275K +$103K +1,031 +60%
PIA
1744
Polaris Investment Advisors
Massachusetts
$275K +$276K +2,749 New
DCA
1745
DB&C Advisors
Michigan
$274K +$275K +2,740 New
DSC
1746
Duncker Streett & Co
Missouri
$273K
WWM
1747
Wolff Wiese Magana
California
$273K
CAM
1748
Concorde Asset Management
Michigan
$272K -$4.32K -43 -2%
TSMHT
1749
Thurston Springer Miller Herd & Titak
Indiana
$270K +$241K +2,401 +782%
CAMG
1750
CWA Asset Management Group
Florida
$269K -$123K -1,223 -31%