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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$177M +$3.56M +35,594 +2%
HCM
77
Howard Capital Management
Georgia
$172M -$3.2K -32 -0%
FWCM
78
Ferguson Wellman Capital Management
Oregon
$169M +$170M +1,700,375 New
DWM
79
Destination Wealth Management
California
$167M +$9.21M +92,031 +6%
KWM
80
Kingsview Wealth Management
Oregon
$166M +$38M +379,769 +29%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$162M -$120M -1,200,838 -42%
CAAS
82
Capital Asset Advisory Services
Michigan
$161M -$15.5M -154,997 -9%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$158M +$94.5M +944,743 +147%
WB
84
WesBanco Bank
West Virginia
$152M +$3M +30,004 +2%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$151M +$4.52M +45,149 +3%
BPA
86
Beacon Pointe Advisors
California
$150M +$61.7M +616,495 +69%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$146M +$6.91M +69,103 +5%
R
88
Rebalance
California
$145M +$4.04M +40,358 +3%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$140M
MML Investors Services
90
MML Investors Services
Massachusetts
$135M -$20.7M -206,419 -13%
PS
91
Principal Securities
Iowa
$135M -$3.06M -30,609 -2%
Corient Private Wealth
92
Corient Private Wealth
Florida
$135M -$164M -1,638,249 -54%
SMFG
93
Sumitomo Mitsui Financial Group
Japan
$134M +$238K +2,376 +0.2%
Victory Capital Management
94
Victory Capital Management
Texas
$134M +$9.51M +95,077 +8%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$134M -$2.95M -29,460 -2%
MCCA
96
Mill Creek Capital Advisors
Pennsylvania
$132M +$3.92M +39,178 +3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$132M +$130M +1,301,773 +5,165%
LMIM
98
Lockheed Martin Investment Management
Maryland
$131M -$84.3M -843,000 -39%
CCM
99
Coldstream Capital Management
Washington
$131M +$4.27M +42,630 +3%
TW
100
Trajan Wealth
Arizona
$130M +$3.42M +34,183 +3%