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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
EWA
51
EP Wealth Advisors
California
$317M +$41M +410,160 +15%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$316M +$188M +1,882,701 +145%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$304M -$471M -4,709,618 -61%
MSA
54
Mason Street Advisors
Wisconsin
$303M -$5.8M -57,967 -2%
BL
55
Balentine LLC
Georgia
$294M -$923K -9,222 -0.3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$286M -$194M -1,937,437 -40%
DWM
57
Dynasty Wealth Management
Florida
$272M -$16.8M -167,511 -6%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$271M +$1.74M +17,399 +0.6%
Prudential Financial
59
Prudential Financial
New Jersey
$258M -$19.9M -199,115 -7%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$252M +$11.5M +114,945 +5%
BTI
61
Blue Trust Inc
Georgia
$243M +$4.95M +49,490 +2%
SP
62
Stairway Partners
Illinois
$242M +$2.52M +25,200 +1%
ETC
63
Exchange Traded Concepts
Oklahoma
$241M +$10.3M +102,634 +4%
Jane Street
64
Jane Street
New York
$239M +$241M +2,411,981 New
DCM
65
Disciplina Capital Management
Tennessee
$222M +$3.48M +34,761 +2%
Osaic Holdings
66
Osaic Holdings
Arizona
$215M +$18.1M +181,260 +9%
HighTower Advisors
67
HighTower Advisors
Illinois
$200M -$25.4M -253,618 -11%
HFS
68
Hantz Financial Services
Michigan
$197M +$58.2M +581,376 +41%
COCM
69
Charter Oak Capital Management
New Hampshire
$188M +$4.73M +47,254 +3%
QWP
70
Quotient Wealth Partners
Texas
$187M -$44.2M -441,305 -19%
FCBT
71
First Citizens Bank & Trust
North Carolina
$186M +$118M +1,183,073 +171%
TWIM
72
TIAA Wealth Investment Management
New York
$183M +$184M +1,842,892 New
FMI
73
Factory Mutual Insurance
Massachusetts
$181M -$227M -2,273,076 -55%
NPT
74
National Philanthropic Trust
Pennsylvania
$179M +$28.3M +282,496 +19%
AWM
75
Axxcess Wealth Management
California
$178M -$12.8M -127,489 -7%