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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
SWM
376
Scissortail Wealth Management
Oklahoma
$19.7M +$19.9M +198,947 New
VT
377
Vise Technologies
New York
$19.7M
CWM
378
Chesapeake Wealth Management
Virginia
$19.3M +$845K +8,441 +5%
CTA
379
Colonial Trust Advisors
South Carolina
$19.2M +$2.19M +21,844 +13%
RCS
380
Retirement Capital Strategies
California
$19.2M +$789K +7,889 +4%
GSEP
381
Golden State Equity Partners
California
$19.2M +$9.74M +97,361 +102%
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$19.1M +$11.8M +118,407 +159%
WA
383
Waverly Advisors
Alabama
$19M -$988K -9,879 -5%
KFG
384
Kelly Financial Group
Connecticut
$19M -$1.81M -18,064 -9%
SCM
385
SCS Capital Management
Massachusetts
$18.7M -$42.5M -424,931 -69%
SPC
386
Sigma Planning Corp
Michigan
$18.6M +$1.77M +17,736 +10%
CB
387
Commerce Bank
Missouri
$18.5M +$3.97M +39,686 +27%
MWM
388
Modera Wealth Management
New Jersey
$18.4M -$602K -6,022 -3%
PFM
389
Phillips Financial Management
Indiana
$18.4M -$5.49M -54,848 -23%
CWG
390
Cornerstone Wealth Group
North Carolina
$18.3M +$1.03M +10,272 +6%
TFCP
391
Twin Focus Capital Partners
Massachusetts
$18.3M +$2.44M +24,432 +15%
JAA
392
Joel Adams & Associates
North Carolina
$18.2M -$1.13M -11,307 -6%
OHWP
393
Oak Harbor Wealth Partners
North Carolina
$18.1M +$1.33M +13,315 +8%
FCFC
394
First Commonwealth Financial Corp
Pennsylvania
$17.9M +$556K +5,554 +3%
AWMG
395
Alliance Wealth Management Group
New Jersey
$17.9M +$1.08M +10,817 +6%
FHC
396
First Horizon Corporation
Tennessee
$17.8M +$896K +8,955 +5%
CLGM
397
Capitolis Liquid Global Markets
New York
$17.6M +$16.6M +165,700 +1,428%
USCWA
398
U.S. Capital Wealth Advisors
Texas
$17.6M +$14.8M +147,445 +501%
SWP
399
Summit Wealth Partners
Florida
$17.5M -$1.87M -18,651 -10%
SFG
400
Strategic Financial Group
Michigan
$17.4M +$17.6M +175,686 New