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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
HWA
1876
HHM Wealth Advisors
Tennessee
$158K +$4.5K +45 +3%
CB
1877
CNB Bank
Pennsylvania
$156K -$7.3K -73 -4%
CBT
1878
Crews Bank & Trust
Florida
$155K +$10.3K +103 +7%
VAI
1879
Vanguard Advisers Inc
Pennsylvania
$155K +$156K +1,563 New
AG
1880
AmeriFlex Group
Nevada
$154K +$9.4K +94 +6%
FF
1881
Friedenthal Financial
New Jersey
$154K +$2.3K +23 +2%
SWM
1882
SHP Wealth Management
Massachusetts
$152K +$131K +1,311 +599%
AWM
1883
Angeles Wealth Management
California
$150K -$117K -1,166 -44%
FWA
1884
Flagship Wealth Advisors
Massachusetts
$148K
FFC
1885
First Financial Corp
Indiana
$143K
FAI
1886
Fiduciary Advisors Inc
Missouri
$142K
CSC
1887
Caldwell Sutter Capital
California
$142K
B
1888
Bayban
Minnesota
$142K
WOSD
1889
WFA of San Diego
California
$136K -$73.5K -735 -35%
PFO
1890
Pioneer Family Office
Florida
$130K -$131K -1,309 Closed
RDFA
1891
Ritter Daniher Financial Advisory
Ohio
$128K
IF
1892
Integrity Financial
Wyoming
$126K
ITIM
1893
Indiana Trust & Investment Management
Indiana
$125K
WG
1894
Wellington Group
Indiana
$124K +$81.7K +817 +188%
ADL
1895
Asset Dedication LLC
California
$120K +$94K +940 +347%
VWM
1896
Valley Wealth Managers
New Jersey
$119K -$100 -1 -0.1%
PS
1897
Pinney & Scofield
Massachusetts
$118K +$119K +1,192 New
NEWAS
1898
N.E.W. Advisory Services
Wisconsin
$118K +$800 +8 +0.7%
JGCM
1899
Joseph Group Capital Management
Ohio
$112K +$2.3K +23 +2%
CBT
1900
CoreFirst Bank & Trust
Kansas
$110K