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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
IFO
1751
Independent Family Office
New York
$268K
AIM
1752
Anchor Investment Management
South Carolina
$268K -$15.7K -156 -6%
AWM
1753
Angeles Wealth Management
California
$268K +$110K +1,098 +69%
PWM
1754
Pines Wealth Management
North Carolina
$267K +$201 +2 +0.1%
HFP
1755
Holistic Financial Partners
Indiana
$266K -$24K -239 -8%
SWM
1756
SeaCrest Wealth Management
New York
$266K +$266K +2,653 New
TNB
1757
Thomasville National Bank
Georgia
$265K
BBA
1758
Braun-Bostich & Associates
Pennsylvania
$265K +$6.52K +65 +3%
CFG
1759
Cornerstone Financial Group
Nebraska
$265K +$266K +2,653 New
AWM
1760
Atticus Wealth Management
Florida
$265K +$3.51K +35 +1%
CC
1761
Cadinha & Co
Hawaii
$264K +$1.1K +11 +0.4%
TCG
1762
Transcendent Capital Group
Oklahoma
$264K -$32.6K -325 -11%
MTIC
1763
Missouri Trust & Investment Company
Missouri
$263K +$23.8K +237 +10%
WSCM
1764
Wellington Shields Capital Management
New York
$263K
MPIA
1765
Milestones Private Investment Advisors
New York
$262K +$263K +2,625 New
OWP
1766
Obermeyer Wealth Partners
Colorado
$262K -$38.2K -381 -13%
BFO
1767
Boston Family Office
Massachusetts
$261K +$262K +2,615 New
TBFA
1768
Three Bearings Fiduciary Advisors
New Hampshire
$259K +$259K +2,585 New
NFC
1769
Northstar Financial Companies
Pennsylvania
$258K -$7.33K -73 -3%
GWAG
1770
Garrett Wealth Advisory Group
Texas
$258K
CWM
1771
Chemistry Wealth Management
New York
$258K +$25.6K +255 +11%
SFG
1772
SageGuard Financial Group
Tennessee
$258K +$259K +2,581 New
AFC
1773
AFT Forsyth & Company
Florida
$258K +$259K +2,580 New
FDDB
1774
Fidelity D&D Bancorp
Pennsylvania
$257K
CCM
1775
Chilton Capital Management
Texas
$257K