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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
BPC
1826
Banque Pictet & Cie
Switzerland
$226K
CAC
1827
Certified Advisory Corp
Florida
$225K -$19.8K -197 -8%
HCM
1828
Hengehold Capital Management
Ohio
$224K +$4.92K +49 +2%
SWM
1829
SilverOak Wealth Management
Minnesota
$223K
ACM
1830
Aspen Capital Management
Idaho
$223K +$224K +2,229 New
I
1831
INVST
Indiana
$221K +$8.93K +89 +4%
3AM
1832
3EDGE Asset Management
Florida
$221K
FGA
1833
Fortis Group Advisors
New Jersey
$220K -$13.1K -131 -6%
LWM
1834
Lyell Wealth Management
California
$219K -$44.2K -440 -17%
RIL
1835
Rothschild Investment LLC
Illinois
$219K -$24.7K -246 -10%
PA
1836
Promethium Advisors
Maryland
$219K
KFGK
1837
Keystone Financial Group (Kentucky)
Kentucky
$219K +$220K +2,190 New
IPW
1838
Impact Partnership Wealth
Georgia
$218K -$22.8K -227 -9%
OWM
1839
OneAscent Wealth Management
Alabama
$217K +$218K +2,174 New
AFA
1840
AllGen Financial Advisors
Florida
$217K +$218K +2,168 New
QWM
1841
QP Wealth Management
New Jersey
$216K +$217K +2,165 New
ACP
1842
Argyle Capital Partners
California
$216K +$217K +2,159 New
AF
1843
ASL Financial
California
$215K +$216K +2,149 New
IWA
1844
Icon Wealth Advisors
Texas
$215K -$101K -1,007 -32%
TCOV
1845
Trust Company of Vermont
Vermont
$214K +$23.2K +231 +12%
GRR
1846
Golden Reserve Retirement
Ohio
$213K +$214K +2,133 New
CF
1847
Convergence Financial
Missouri
$212K +$7.73K +77 +4%
OA
1848
Operose Advisors
Wisconsin
$212K +$47.4K +472 +29%
HOWA
1849
Heritage Oak Wealth Advisors
Florida
$212K +$213K +2,119 New
Vanguard Group
1850
Vanguard Group
Pennsylvania
$212K -$42.5K -424 -17%