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iShares Core US Aggregate Bond ETF

2,064 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 292 funds opening new positions, 987 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
373
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
HOWA
1826
Heritage Oak Wealth Advisors
Florida
$212K
Vanguard Group
1827
Vanguard Group
Pennsylvania
$212K
EFS
1828
Essex Financial Services
Connecticut
$212K
NCM
1829
New Capital Management
Texas
$211K
HSG
1830
Helen Stephens Group
Texas
$211K
CFGA
1831
Cambridge Financial Group (Arizona)
Arizona
$211K
PIM
1832
Penobscot Investment Management
Massachusetts
$211K
TWM
1833
Trueblood Wealth Management
Ohio
$211K
SI
1834
Seeds Investor
New York
$211K
CICI
1835
Capital Investment Counsel Inc
North Carolina
$210K
WOSD
1836
WFA of San Diego
California
$210K
BCM
1837
Boltwood Capital Management
California
$210K
EL
1838
Essex LLC
Illinois
$210K
KCM
1839
Kathmere Capital Management
Pennsylvania
$209K
WFS
1840
WealthGarden F.S.
California
$209K
MM
1841
Meridian Management
Arkansas
$209K
CA
1842
Cornerstone Advisory
Maryland
$208K
FWP
1843
Falcon Wealth Planning
California
$208K
DM
1844
Diversified Management
Wisconsin
$208K
CGA
1845
Crescent Grove Advisors
Illinois
$207K
AFG
1846
Allegheny Financial Group
Pennsylvania
$207K
KFP
1847
Keener Financial Planning
Texas
$207K
PWA
1848
Primoris Wealth Advisors
Florida
$207K
OL
1849
Owen LaRue
Kentucky
$206K
TCM
1850
Towneley Capital Management
California
$206K