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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
WFA
1901
Wells Financial Advisors
Massachusetts
$140K
PP
1902
Pacifica Partners
Canada
$131K
IIM
1903
IFC & Insurance Marketing
California
$130K
RDFA
1904
Ritter Daniher Financial Advisory
Ohio
$129K
CIM
1905
Contravisory Investment Management
Massachusetts
$129K
SC
1906
Stephens Consulting
Michigan
$129K
IF
1907
Integrity Financial
Wyoming
$127K
ITIM
1908
Indiana Trust & Investment Management
Indiana
$126K
VWM
1909
Valley Wealth Managers
New Jersey
$120K
NEWAS
1910
N.E.W. Advisory Services
Wisconsin
$118K
CFP
1911
Comprehensive Financial Planning
Pennsylvania
$115K
CBT
1912
CoreFirst Bank & Trust
Kansas
$111K
JGCM
1913
Joseph Group Capital Management
Ohio
$110K
BCV
1914
Banque Cantonale Vaudoise
Switzerland
$110K
CRI
1915
Commonwealth Retirement Investments
Virginia
$108K
CWM
1916
Cranbrook Wealth Management
Michigan
$106K
DWM
1917
Darwin Wealth Management
Florida
$105K
NRG
1918
Nemes Rush Group
Michigan
$104K
SWIM
1919
Smallwood Wealth Investment Management
New Jersey
$104K
BIM
1920
Breakwater Investment Management
Washington
$103K
BFO
1921
Biltmore Family Office
North Carolina
$102K
PK
1922
Pflug Koory
Nebraska
$101K
MFC
1923
Mechanics Financial Corp
Ohio
$99.9K
BSB
1924
Bangor Savings Bank
Maine
$95.9K
CFS
1925
Compass Financial Services
Iowa
$92.7K