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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
HWP
1926
Highline Wealth Partners
California
$89K
WAS
1927
Winch Advisory Services
Wisconsin
$85.8K
TCM
1928
Tradewinds Capital Management
Washington
$79.9K
BCM
1929
Boreal Capital Management
Florida
$79.4K -$352K -3,520 Closed
PFBT
1930
Parkside Financial Bank & Trust
Missouri
$79.4K +$14.5K +145 +22%
KA
1931
Kozak & Associates
Colorado
$78.4K
SWA
1932
Strategic Wealth Advisors
Arizona
$76K +$6.1K +61 +9%
TFA
1933
Toth Financial Advisory
Virginia
$75.1K -$10K -100 -12%
DCM
1934
Dorato Capital Management
Colorado
$74.4K
AEPWM
1935
Atlantic Edge Private Wealth Management
Florida
$73K -$8.5K -85 -10%
CIR
1936
Clear Investment Research
Georgia
$73K +$73.5K +735 New
CFP
1937
Comprehensive Financial Planning
Pennsylvania
$71.4K -$43.1K -431 -37%
FFG
1938
Forum Finance Group
$70K +$88K +880 New
WA
1939
Walsh & Associates
Florida
$69.8K
AT
1940
Avalon Trust
New Mexico
$69.5K +$70K +700 New
BLC
1941
Brown, Lisle/Cummings
Rhode Island
$64.5K
AWM
1942
Activest Wealth Management
Florida
$62.5K +$300 +3 +0.5%
VR
1943
Vision Retirement
New Jersey
$62.2K +$62.7K +627 New
YAL
1944
Your Advocates Ltd
Texas
$61.3K -$13.2K -132 -18%
VNT
1945
Vanguard National Trust
Pennsylvania
$61.3K +$61.8K +618 New
BW
1946
Basepoint Wealth
Iowa
$60.9K +$400 +4 +0.7%
CJ
1947
Caitlin John
Michigan
$60.9K +$8.1K +81 +15%
IAS
1948
IMA Advisory Services
Colorado
$60K
EA
1949
Evolution Advisers
Virginia
$59K +$60K +600 New
GTAM
1950
Global Trust Asset Management
Florida
$54.3K +$27.5K +275 +101%