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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
MFC
1801
Morris Financial Concepts
South Carolina
$240K -$401 -4 -0.2%
LTAS
1802
Linden Thomas Advisory Services
North Carolina
$238K -$13.2K -132 -5%
PWP
1803
Pursue Wealth Partners
California
$238K +$16.2K +161 +7%
TMWM
1804
Taylor & Morgan Wealth Management
Michigan
$238K +$239K +2,382 New
OHIS
1805
Oak Harvest Investment Services
Texas
$238K -$695K -6,925 -74%
SOAG
1806
Silver Oak Advisory Group
Oregon
$237K +$6.02K +60 +3%
FFA
1807
Fragasso Financial Advisors
Pennsylvania
$237K -$33.2K -331 -12%
AWAG
1808
ARS Wealth Advisors Group
Florida
$236K -$15K -149 -6%
DWM
1809
Daner Wealth Management
Georgia
$236K
HBT
1810
Hills Bank & Trust
Iowa
$234K +$3.91K +39 +2%
SCM
1811
Spreng Capital Management
Ohio
$234K +$7.73K +77 +3%
PWM
1812
Palacios Wealth Management
Florida
$234K
AA
1813
Ascent Advisors
Minnesota
$233K +$234K +2,333 New
ESB
1814
Essex Savings Bank
Connecticut
$233K +$3.01K +30 +1%
FAN
1815
Financial Advisors Network
California
$233K
RFW
1816
Rainier Family Wealth
Washington
$232K +$233K +2,326 New
BOPW
1817
Brandywine Oak Private Wealth
Pennsylvania
$232K
AWM
1818
Able Wealth Management
New Jersey
$231K +$27.2K +271 +13%
CFG
1819
Cassilly Financial Group
Maryland
$231K +$232K +2,314 New
AIA
1820
Allied Investment Advisors
Montana
$231K
CFD
1821
Creative Financial Designs
Indiana
$230K -$10.1K -101 -4%
NRC
1822
New Republic Capital
North Carolina
$230K +$230K +2,289 +19,075%
HIIFS
1823
Harel Insurance Investments & Financial Services
Israel
$228K +$6.82K +68 +3%
AFA
1824
American Financial Advisors
Georgia
$228K -$17.2K -171 -7%
VCM
1825
Vivaldi Capital Management
Illinois
$226K -$43K -429 -16%