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iShares Core US Aggregate Bond ETF

2,087 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 305 funds opening new positions, 993 increasing their positions, 570 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
380
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
SWM
2026
SHP Wealth Management
Massachusetts
$21.8K
PAG
2027
Paladin Advisory Group
Iowa
$20.5K
TF
2028
Tompkins Financial
New York
$20.4K
IRC
2029
Investors Research Corp
Georgia
$20.3K
TLA
2030
Tanglewood Legacy Advisors
Texas
$20.1K
FCMT
2031
Founders Capital Management (Texas)
Texas
$20K
EPIM
2032
Evelyn Partners Investment Management
$20K
KTC
2033
Kentucky Trust Company
Kentucky
$19.4K
FP
2034
Financial Perspectives
Minnesota
$19K
APW
2035
Aventura Private Wealth
Florida
$18.6K
MCA
2036
McGuire Capital Advisors
Oklahoma
$18.6K
LI
2037
LRI Investments
Florida
$17.6K
MAFA
2038
MJT & Associates Financial Advisory
Minnesota
$16.6K
OC
2039
Optima Capital
Oregon
$16.4K
HHCP
2040
Hilton Head Capital Partners
South Carolina
$16.3K
BC
2041
Barrett & Company
Rhode Island
$15.3K
HC
2042
Hurley Capital
New York
$14.8K
WWA
2043
Wealth Watch Advisors
Colorado
$14.6K
SEP
2044
Signature Equity Partners
Ohio
$14.6K
SCM
2045
Sterling Capital Management
North Carolina
$14K
IWMA
2046
Ironwood Wealth Management (Arizona)
Arizona
$12.6K
PFA
2047
Pillar Financial Advisors
Kentucky
$11.8K
SN
2048
Sittner & Nelson
Oregon
$11.7K
QC
2049
Quent Capital
New York
$11.4K
RS
2050
Rakuten Securities
Japan
$11.2K