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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
DWM
401
Dakota Wealth Management
Florida
$17.4M +$1.72M +17,163 +11%
AFP
402
Alpha Financial Partners
Kentucky
$17.3M +$82.4K +824 +0.5%
WT
403
Washington Trust
Rhode Island
$17.3M +$442K +4,421 +3%
PCA
404
Peddock Capital Advisors
Massachusetts
$17.3M +$899K +8,982 +5%
MFG
405
Merit Financial Group
Georgia
$17.2M -$320K -3,201 -2%
TAM
406
TCP Asset Management
Ohio
$16.8M +$4.89M +48,876 +41%
FPGK
407
Financial Partners Group (Kansas)
Kansas
$16.7M -$63.2K -632 -0.4%
FA
408
Fiducient Advisors
Illinois
$16.7M +$198K +1,977 +1%
GCM
409
Genus Capital Management
British Columbia, Canada
$16.6M +$65K +650 +0.4%
DWM
410
Diversify Wealth Management
Utah
$16.5M +$14.9M +148,662 +841%
WPW
411
Watershed Private Wealth
Illinois
$16.4M -$1.52M -15,233 -8%
William Blair & Company
412
William Blair & Company
Illinois
$16.2M +$1.63M +16,340 +11%
NB
413
Nicolet Bankshares
Wisconsin
$16.2M +$15.1M +150,840 +1,190%
FFA
414
First Foundation Advisors
California
$16.1M +$1.25M +12,492 +8%
SFSG
415
Sound Financial Strategies Group
Mississippi
$16M +$2.29M +22,882 +17%
AFO
416
Arrowroot Family Office
California
$15.8M -$1.14M -11,427 -7%
BCWM
417
Bartlett & Co Wealth Management
Ohio
$15.6M +$274K +2,734 +2%
SL
418
Sentinus LLC
Illinois
$15.6M +$2.05M +20,523 +15%
RF
419
Robinswood Financial
Washington
$15.4M +$15.5M +155,068 New
EL
420
ES4 LLC
California
$15.4M +$98.6K +986 +0.6%
PFT
421
Providence First Trust
Arizona
$15.3M -$398K -3,982 -3%
FWM
422
Foguth Wealth Management
Michigan
$15.3M -$4.98M -49,816 -24%
DLCIG
423
D.L. Carlson Investment Group
New Hampshire
$15.3M -$1.77M -17,713 -10%
MGIA
424
Moneta Group Investment Advisors
Missouri
$15.3M +$844K +8,438 +6%
GHA
425
Granite Harbor Advisors
Texas
$15.2M -$520K -5,201 -3%