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iShares Core US Aggregate Bond ETF

2,064 hedge funds and large institutions have $121B invested in iShares Core US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 991 increasing their positions, 691 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 691

14% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 132

0% more capital invested

Capital invested by funds: $120B → $121B (+$326M)

0% more funds holding in top 10

Funds holding in top 10: 381381 (0)

1% less funds holding

Funds holding: 2,0922,064 (-28)

3.91% less ownership

Funds ownership: 90.96%87.05% (-3.9%)

100% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.24B

Holders
2,064
Holders Change
-28
Holders Change %
-1.34%
% of All Funds
25.42%
Holding in Top 10
381
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.69%
New
151
Increased
991
Reduced
691
Closed
132
Calls
$5.47M
Puts
$1.24B
Net Calls
-$1.23B
Net Calls Change
-$1.24B
Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
301
Grey Fox Wealth Advisors
Delaware
$28.7M +$1.13M +11,336 +4%
PFA
302
Pure Financial Advisors
California
$28.3M +$1.23M +12,304 +5%
FCIM
303
Fairview Capital Investment Management
California
$28M -$188K -1,875 -0.7%
GBI
304
GP Brinson Investments
Illinois
$27.9M
HCM
305
Hudson Capital Management
New Jersey
$27.4M +$975K +9,749 +4%
KFO
306
Kopp Family Office
Minnesota
$27.3M +$10.2M +101,898 +59%
EPM
307
Elm Partners Management
Pennsylvania
$27.3M -$1.6M -16,033 -5%
CFP
308
Catalyst Financial Partners
Massachusetts
$27.2M +$2.26M +22,540 +9%
FD
309
Financial Designs
California
$27.1M +$67.9K +679 +0.2%
RFC
310
Regions Financial Corp
Alabama
$27.1M +$747K +7,469 +3%
TBC
311
Ted Buchan & Co
California
$27M +$4.72M +47,215 +21%
HW
312
Hancock Whitney
Mississippi
$27M -$1M -10,016 -4%
1CP
313
1607 Capital Partners
Virginia
$26.9M -$8.93M -89,210 -25%
FFA
314
Farther Finance Advisors
California
$26.7M +$4.53M +45,273 +20%
CGFA
315
Colton Groome Financial Advisors
North Carolina
$26.5M +$2.17M +21,709 +9%
BOH
316
Bank of Hawaii
Hawaii
$26.5M +$1.77M +17,644 +7%
EFM
317
Eley Financial Management
Vermont
$26.4M +$562K +5,619 +2%
WIA
318
World Investment Advisors
California
$26.1M -$2.88M -28,802 -10%
MA
319
Mutual Advisors
Nebraska
$26.1M +$950K +9,493 +4%
EA
320
Efficient Advisors
Ohio
$26.1M -$23.2M -231,681 -47%
BCG
321
BayBridge Capital Group
California
$26.1M
TCM
322
TD Capital Management
Tennessee
$26M -$214K -2,136 -0.8%
SB
323
Sunflower Bank
Texas
$26M -$2.04M -20,348 -7%
CA
324
Clearstead Advisors
Ohio
$25.7M +$4.19M +41,844 +19%
WB
325
Webster Bank
Connecticut
$25.7M +$9.01M +90,053 +53%