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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
ARG
1751
Advisory Resource Group
Oklahoma
$252K +$254K +2,539 New
M
1752
MOTCO
Texas
$252K -$280K -2,794 -52%
TWM
1753
Trueblood Wealth Management
Ohio
$251K +$42.4K +424 +20%
BWM
1754
Brown Wealth Management
Illinois
$251K -$3.9K -39 -2%
SEIA
1755
Signature Estate & Investment Advisors
California
$251K -$145K -1,448 -36%
CIA
1756
Caerus Investment Advisors
Texas
$250K +$252K +2,520 New
AMBIA
1757
Allen Mooney & Barnes Investment Advisors
Georgia
$248K +$250K +2,500 New
EP
1758
Essential Partners
California
$248K +$250K +2,500 New
BFO
1759
Boston Family Office
Massachusetts
$248K -$11.5K -115 -4%
PW
1760
Potentia Wealth
California
$248K -$30.9K -309 -11%
BO
1761
Bank OZK
Arkansas
$248K
AAS
1762
Annex Advisory Services
Wisconsin
$247K -$37.2K -372 -13%
ME
1763
McIlrath & Eck
Washington
$247K -$1.8K -18 -0.7%
SWM
1764
Steelhead Wealth Management
Virginia
$244K +$246K +2,462 New
ACA
1765
Adirondack Capital Advisors
New York
$243K
RMAM
1766
Raab & Moskowitz Asset Management
New Jersey
$242K -$400 -4 -0.2%
WBC
1767
West Branch Capital
Massachusetts
$241K
OWP
1768
Obermeyer Wealth Partners
Colorado
$241K -$19.3K -193 -7%
MWM
1769
Maltin Wealth Management
New Jersey
$241K +$1.6K +16 +0.7%
WA
1770
WealthTrust Axiom
Pennsylvania
$241K
MHR
1771
Matthew Hamilton Rosenberg
$240K -$67.6K -676 -22%
AMIM
1772
Aull & Monroe Investment Management
Alabama
$239K +$241K +2,409 New
MFC
1773
Morris Financial Concepts
South Carolina
$239K -$300 -3 -0.1%
GWMR
1774
GC Wealth Management RIA
Massachusetts
$238K +$240K +2,402 New
ESB
1775
Essex Savings Bank
Connecticut
$238K +$7K +70 +3%