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iShares Core US Aggregate Bond ETF

2,028 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 267 funds opening new positions, 984 increasing their positions, 562 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,028
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
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
BFP
2001
Birchwood Financial Partners
Minnesota
$8.83K
BOJHT
2002
Bank of Jackson Hole Trust
Wyoming
$8.39K
LWM
2003
Lodestone Wealth Management
Washington
$8.29K
QWM
2004
Quaker Wealth Management
New Jersey
$7.99K
YP
2005
YANKCOM Partnership
South Dakota
$7.79K
WAG
2006
Wilkerson Advisory Group
Missouri
$6.99K
VCM
2007
Versant Capital Management
Arizona
$5.89K
ECA
2008
Elevated Capital Advisors
Utah
$5.79K
TAM
2009
Townsend Asset Management
North Carolina
$5.19K
NEAM
2010
New England Asset Management
Connecticut
$4.99K
LA
2011
LM Advisors
California
$4.26K
CMP
2012
Coston McIsaac & Partners
Maine
$4K
EWM
2013
EPG Wealth Management
Georgia
$3.95K
RFP
2014
Root Financial Partners
California
$3.94K
SC
2015
Solstein Capital
California
$2.9K
FPF
2016
First Pacific Financial
Washington
$2.81K
PIS
2017
POM Investment Strategies
North Carolina
$2.8K
FRA
2018
Front Row Advisors
California
$2.7K
LB
2019
Legacy Bridge
Iowa
$2.5K
DWS
2020
Dynamic Wealth Strategies
California
$2.5K
GC
2021
Gould Capital
Washington
$2.5K
AF
2022
Alerus Financial
North Dakota
$2.2K
WA
2023
WPG Advisers
Maryland
$1.9K
MHIP
2024
Mountain Hill Investment Partners
New Jersey
$1.85K
WW
2025
Winnow Wealth
Texas
$1.8K