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iShares Core US Aggregate Bond ETF

2,028 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 267 funds opening new positions, 984 increasing their positions, 562 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,028
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
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
SWM
1776
SilverOak Wealth Management
Minnesota
$223K
ACM
1777
Aspen Capital Management
Idaho
$223K
I
1778
INVST
Indiana
$221K
3AM
1779
3EDGE Asset Management
Florida
$221K
FGA
1780
Fortis Group Advisors
New Jersey
$220K
LWM
1781
Lyell Wealth Management
California
$219K
RIL
1782
Rothschild Investment LLC
Illinois
$219K
PA
1783
Promethium Advisors
Maryland
$219K
KFGK
1784
Keystone Financial Group (Kentucky)
Kentucky
$219K
IPW
1785
Impact Partnership Wealth
Georgia
$218K
OWM
1786
OneAscent Wealth Management
Alabama
$217K
AFA
1787
AllGen Financial Advisors
Florida
$217K
QWM
1788
QP Wealth Management
New Jersey
$216K
ACP
1789
Argyle Capital Partners
California
$216K
AF
1790
ASL Financial
California
$215K
IWA
1791
Icon Wealth Advisors
Texas
$215K
TCOV
1792
Trust Company of Vermont
Vermont
$214K
GRR
1793
Golden Reserve Retirement
Ohio
$213K
CF
1794
Convergence Financial
Missouri
$212K
OA
1795
Operose Advisors
Wisconsin
$212K
HOWA
1796
Heritage Oak Wealth Advisors
Florida
$212K
Vanguard Group
1797
Vanguard Group
Pennsylvania
$212K
EFS
1798
Essex Financial Services
Connecticut
$212K
NCM
1799
New Capital Management
Texas
$211K
HSG
1800
Helen Stephens Group
Texas
$211K