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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
TCBWMS
351
Texas Capital Bank Wealth Management Services
Texas
$22M -$3.93M -39,328 -15%
SI
352
Stephens Inc
Arkansas
$22M +$1.34M +13,414 +6%
WI
353
WrapManager Inc
California
$21.9M +$838K +8,374 +4%
SFP
354
Strategic Financial Planning
Texas
$21.6M +$86.2M +861,289 New
LPT
355
Legacy Private Trust
Wisconsin
$21.4M -$3.08M -30,807 -12%
AIA
356
Ally Invest Advisors
North Carolina
$21.2M +$1.37M +13,664 +7%
TP
357
Thayer Partners
Pennsylvania
$21.1M +$700K +6,994 +3%
I2I
358
Insight 2811 Inc
Illinois
$21.1M +$890K +8,897 +4%
IWC
359
Integrated Wealth Concepts
Massachusetts
$21M +$2.02M +20,231 +11%
TIA
360
Tiemann Investment Advisors
California
$20.9M +$437K +4,366 +2%
TWA
361
TCI Wealth Advisors
Arizona
$20.9M -$285K -2,849 -1%
HI
362
Hudock Inc
Pennsylvania
$20.9M +$105K +1,045 +0.5%
Natixis Advisors
363
Natixis Advisors
Massachusetts
$20.8M +$3.79M +37,913 +22%
SWP
364
Stratos Wealth Partners
Ohio
$20.8M +$1.14M +11,396 +6%
LFS
365
Lutz Financial Services
Nebraska
$20.8M -$1.07M -10,744 -5%
OL
366
Optas LLC
Texas
$20.5M +$10.4M +104,001 +102%
SA
367
Sunesis Advisors
Kansas
$20.3M +$2.23M +22,251 +12%
OFG
368
Omega Financial Group
California
$20.3M +$1.9M +19,034 +10%
SFG
369
Snider Financial Group
Washington
$20.2M -$3.16M -31,545 -13%
TWM
370
TRB Wealth Management
Texas
$20.2M +$20.3M +203,057 New
DCA
371
DSG Capital Advisors
Minnesota
$20M +$204K +2,038 +1%
DE
372
Diversified Enterprises
Delaware
$20M +$2.27M +22,703 +13%
Principal Financial Group
373
Principal Financial Group
Iowa
$19.9M -$36.7M -366,343 -65%
PIMG
374
Patriot Investment Management Group
Tennessee
$19.8M +$142K +1,424 +0.7%
BA
375
Ballast Advisors
Minnesota
$19.8M -$1.03M -10,324 -5%