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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
PHIC
1876
Pine Haven Investment Counsel
Massachusetts
$206K
HCA
1877
Harbour Capital Advisors
Virginia
$206K +$207K +2,064 New
RMC
1878
Ring Mountain Capital
California
$206K +$207K +2,062 New
LTI
1879
Laffer Tengler Investments
Tennessee
$206K
PWM
1880
Partners Wealth Management
California
$206K +$301 +3 +0.1%
ACA
1881
Affinity Capital Advisors
California
$205K -$76.3K -760 -27%
WCP
1882
Wick Capital Partners
Pennsylvania
$205K +$206K +2,055 New
NWA
1883
Northwest Wealth Advisors
Washington
$205K +$206K +2,048 New
LSIA
1884
LaSalle St. Investment Advisors
Illinois
$204K -$33.6K -335 -14%
RPC
1885
Rossmore Private Capital
Connecticut
$203K +$52.4K +522 +35%
FMTC
1886
Farmers & Merchants Trust Company
California
$203K
TCOT
1887
Trust Company of Toledo
Ohio
$202K -$5.02K -50 -2%
WIC
1888
Woodmont Investment Counsel
Tennessee
$202K
NIWA
1889
New Insight Wealth Advisors
California
$202K -$21.8K -217 -10%
AWM
1890
Apex Wealth Management
New Hampshire
$201K +$202K +2,013 New
MCA
1891
Midwest Capital Advisors
Michigan
$201K +$2.01K +20 +1%
SIA
1892
SkyView Investment Advisors
New Jersey
$201K
GJIA
1893
Glass Jacobson Investment Advisors
Maryland
$201K -$1.2K -12 -0.6%
DAM
1894
Delta Asset Management
Tennessee
$200K -$2.51K -25 -1%
PP
1895
Prudential plc
United Kingdom
$200K
SL
1896
Salomon & Ludwin
Virginia
$191K
RMP
1897
Richards, Merrill & Peterson
Washington
$184K
RP
1898
Rice Partnership
Hawaii
$177K
EF
1899
Entrust Financial
Pennsylvania
$174K +$174K +1,739 New
MPCG
1900
Matrix Private Capital Group
New York
$172K