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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
OFG
1901
Oxford Financial Group
Indiana
$110K -$754K -7,535 -87%
DWP
1902
Destiny Wealth Partners
Florida
$109K +$110K +1,099 New
BCV
1903
Banque Cantonale Vaudoise
Switzerland
$109K
CHC
1904
City Holding Co
West Virginia
$108K -$38.7K -387 -26%
RWM
1905
Rialto Wealth Management
New York
$106K -$261K -2,610 -71%
DWM
1906
Darwin Wealth Management
Florida
$105K +$200 +2 +0.2%
NRG
1907
Nemes Rush Group
Michigan
$104K
SWIM
1908
Smallwood Wealth Investment Management
New Jersey
$103K -$100 -1 -0.1%
CWM
1909
Cranbrook Wealth Management
Michigan
$103K -$2.9K -29 -3%
BIM
1910
Breakwater Investment Management
Washington
$103K
PK
1911
Pflug Koory
Nebraska
$102K +$1.5K +15 +1%
BFO
1912
Biltmore Family Office
North Carolina
$102K
NA
1913
Networth Advisors
Pennsylvania
$101K -$53.9K -539 -35%
EB
1914
Eastern Bank
Massachusetts
$101K -$1.09M -10,904 -91%
MFC
1915
Mechanics Financial Corp
Ohio
$99.3K
AIC
1916
Archer Investment Corporation
Indiana
$99.2K +$15.9K +159 +19%
BHWM
1917
Beaird Harris Wealth Management
Texas
$98K -$60.6K -606 -38%
HBW
1918
Hazlett, Burt & Watson
West Virginia
$97K +$10.1K +101 +11%
EWM
1919
Evolution Wealth Management
Florida
$97K +$11.9K +119 +14%
OA
1920
Operose Advisors
Wisconsin
$96.3K -$115K -1,150 -54%
CCWM
1921
Cassaday & Co Wealth Management
Virginia
$95.8K +$96.5K +965 New
BSB
1922
Bangor Savings Bank
Maine
$95.3K
AFC
1923
Ares Financial Consulting
California
$93.6K +$10K +100 +12%
MWA
1924
Medallion Wealth Advisors
Connecticut
$92K +$16.1K +161 +21%
GFL
1925
Granite FO LLC
New Hampshire
$89.7K