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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
SCP
126
Stamos Capital Partners
California
$91.9M +$1.59M +15,853 +2%
OC
127
Oarsman Capital
Wisconsin
$90.9M +$15.7M +157,194 +21%
ZF
128
Zhang Financial
Michigan
$89.2M +$44.3M +442,516 +97%
NA
129
NewEdge Advisors
Louisiana
$84.9M -$8.38M -83,741 -9%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$84.2M +$1.5M +14,995 +2%
IGAM
131
iA Global Asset Management
Quebec, Canada
$84M +$3.69M +36,931 +5%
PP
132
PDS Planning
Ohio
$83.8M +$5.36M +53,598 +7%
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$82.9M -$2.91M -29,110 -3%
KOC
134
Koss-Olinger Consulting
Florida
$82.3M +$12.6M +125,994 +18%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$82.1M +$7.71M +77,025 +10%
EIG
136
Ellenbecker Investment Group
Wisconsin
$81.6M +$9.06M +90,541 +12%
NIM
137
NEOS Investment Management
Connecticut
$81.3M +$16.8M +167,433 +26%
JIC
138
Johnson Investment Counsel
Ohio
$79.4M +$80.1M +800,123 New
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$78.2M +$6.33M +63,238 +9%
UCFA
140
United Capital Financial Advisors
Texas
$78.1M -$367K -3,668 -0.5%
BFG
141
Bouchey Financial Group
New York
$76.8M +$2M +19,947 +3%
ONB
142
Old National Bancorp
Indiana
$74.9M +$1.04M +10,440 +1%
ZIM
143
Zacks Investment Management
Illinois
$74.7M +$1.44M +14,367 +2%
RA
144
Rational Advisors
New York
$71.3M -$53.4K -534 -0.1%
Franklin Resources
145
Franklin Resources
California
$71.1M -$2.06M -20,609 -3%
BHWM
146
Bar Harbor Wealth Management
New Hampshire
$70.8M +$3.87M +38,639 +6%
NYLIM
147
New York Life Investment Management
New York
$70.7M +$4.83M +48,290 +7%
CST
148
Charles Schwab Trust
Nevada
$70.1M +$1.13M +11,277 +2%
JWA
149
JFS Wealth Advisors
Pennsylvania
$69.6M +$3.74M +37,385 +6%
VCM
150
Verger Capital Management
North Carolina
$69.3M +$4.29M +42,894 +7%