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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: 2,0932,064 (-29)

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
-29
Holders Change %
-1.39%
% 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
MTC
326
Matrix Trust Company
Colorado
$25.7M -$454K -4,541 -2%
TF
327
Trek Financial
Arizona
$25.6M +$25.2M +252,296 +4,500%
GSWM
328
Golden State Wealth Management
California
$25.3M -$877K -8,761 -3%
MAM
329
Madison Asset Management
Wisconsin
$25.2M +$579K +5,788 +2%
TWM
330
Tanager Wealth Management
United Kingdom
$25.1M -$2.26M -22,634 -8%
CL
331
Choreo LLC
Illinois
$24.9M +$7.62M +76,128 +44%
GGS
332
Galvin Gaustad & Stein
Arizona
$24.9M -$297K -2,967 -1%
CC
333
Cultivar Capital
Texas
$24.7M +$520K +5,193 +2%
SCTC
334
Sanibel Captiva Trust Company
Florida
$24.5M +$343K +3,431 +1%
IAA
335
Independent Advisor Alliance
North Carolina
$24.3M +$18.7M +187,262 +323%
SFS
336
Sowell Financial Services
Arkansas
$24M +$1.21M +12,076 +5%
LFAS
337
Level Four Advisory Services
Texas
$24M +$1.02M +10,197 +4%
DT
338
Diversified Trust
Tennessee
$23.9M +$554K +5,537 +2%
RIM
339
Rakuten Investment Management
Japan
$23.8M +$11.9M +118,910 +100%
COI
340
Connable Office Inc
Michigan
$23.8M -$2.35M -23,491 -9%
BMCM
341
Bryn Mawr Capital Management
Pennsylvania
$23.8M +$7.5M +74,921 +45%
FWP
342
Forefront Wealth Partners
Texas
$23.5M +$3.46M +34,619 +17%
FHB
343
First Hawaiian Bank
Hawaii
$23.4M -$163K -1,633 -0.7%
BEI
344
Benjamin Edwards Inc
Missouri
$23.4M -$80.4K -804 -0.3%
HI
345
Harbour Investments
Wisconsin
$23.3M +$16.2M +162,255 +225%
CCT
346
Chemung Canal Trust
New York
$23.2M +$3.1K +31 +0%
WIM
347
WealthPlan Investment Management
Nebraska
$23M +$12.7M +127,183 +122%
SCM
348
Sheridan Capital Management
California
$22.5M +$142K +1,423 +0.6%
AL
349
Aspiriant LLC
California
$22.3M +$3.1M +30,977 +16%
SS
350
SBI Securities
Japan
$22.1M +$952K +9,520 +4%