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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
Cerity Partners
26
Cerity Partners
New York
$884M +$91.1M +910,968 +11%
RWP
27
RWA Wealth Partners
Massachusetts
$858M +$66.1M +660,382 +8%
JHU
28
Johns Hopkins University
Maryland
$797M
Truist Financial
29
Truist Financial
North Carolina
$746M -$13M -130,389 -2%
Stifel Financial
30
Stifel Financial
Missouri
$727M -$18.7M -187,106 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$670M +$190M +1,898,484 +39%
USAA
32
United Services Automobile Association
Texas
$668M -$200M -2,000,933 -23%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$660M +$75.1M +750,257 +13%
Charles Schwab
34
Charles Schwab
California
$652M -$19.5M -194,465 -3%
TCIIS
35
TIAA-CREF Individual & Institutional Services
New York
$624M +$629M +6,284,686 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$619M +$18.8M +187,655 +3%
CI
37
Constellation Investments
Ohio
$588M -$114M -1,142,013 -16%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$569M -$11.5M -115,400 -2%
Members Trust
39
Members Trust
Florida
$568M +$23.5M +234,410 +4%
DADC
40
D.A. Davidson & Co
Montana
$513M +$33.6M +335,899 +7%
Mastercard Foundation Asset Management (MFAM)
41
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$410M
SWM
42
SigFig Wealth Management
California
$408M +$47.7M +476,306 +13%
SAM
43
Simplify Asset Management
Nevada
$407M +$130M +1,299,935 +46%
P
44
&Partners
Tennessee
$389M +$47.3M +472,713 +14%
VIA
45
Vantagepoint Investment Advisers
District of Columbia
$388M -$68.8M -687,327 -15%
SPIA
46
Steward Partners Investment Advisory
New York
$372M -$23.1M -230,418 -6%
Citigroup
47
Citigroup
New York
$367M -$8.55M -85,464 -2%
PCIA
48
Prime Capital Investment Advisors
Kansas
$365M -$123M -1,225,933 -25%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$339M +$5.61M +56,033 +2%
SDIC
50
South Dakota Investment Council
South Dakota
$325M +$45.1M +451,100 +16%