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iShares Core US Aggregate Bond ETF

2,063 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, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,063
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
372
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
HNB
2001
Hilltop National Bank
Wyoming
$22K
SWM
2002
SHP Wealth Management
Massachusetts
$21.8K
PAG
2003
Paladin Advisory Group
Iowa
$20.5K
TF
2004
Tompkins Financial
New York
$20.4K
IRC
2005
Investors Research Corp
Georgia
$20.3K
TLA
2006
Tanglewood Legacy Advisors
Texas
$20.1K
FCMT
2007
Founders Capital Management (Texas)
Texas
$20K
EPIM
2008
Evelyn Partners Investment Management
$20K
KTC
2009
Kentucky Trust Company
Kentucky
$19.4K
FP
2010
Financial Perspectives
Minnesota
$19K
APW
2011
Aventura Private Wealth
Florida
$18.6K
MCA
2012
McGuire Capital Advisors
Oklahoma
$18.6K
LI
2013
LRI Investments
Florida
$17.6K
MAFA
2014
MJT & Associates Financial Advisory
Minnesota
$16.6K
OC
2015
Optima Capital
Oregon
$16.4K
HHCP
2016
Hilton Head Capital Partners
South Carolina
$16.3K
BC
2017
Barrett & Company
Rhode Island
$15.3K
HC
2018
Hurley Capital
New York
$14.8K
WWA
2019
Wealth Watch Advisors
Colorado
$14.6K
SEP
2020
Signature Equity Partners
Ohio
$14.6K
SCM
2021
Sterling Capital Management
North Carolina
$14K
IWMA
2022
Ironwood Wealth Management (Arizona)
Arizona
$12.6K
PFA
2023
Pillar Financial Advisors
Kentucky
$11.8K
SN
2024
Sittner & Nelson
Oregon
$11.7K
QC
2025
Quent Capital
New York
$11.4K