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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: 2,0932,064 (-29)

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
-29
Holders Change %
-1.39%
% 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
CFWMA
2126
Center for Wealth Management Advisory
Ohio
-$428K -4,285 Closed
KIM
2127
Kestra Investment Management
Texas
-$413K -4,135 Closed
ACM
2128
Advisors Capital Management
New Jersey
-$409K -4,091 Closed
EC
2129
EdgeRock Capital
Colorado
-$407K -4,078 Closed
FRA
2130
Frank Rimerman Advisors
California
-$399K -3,996 Closed
HZ
2131
Hixon Zuercher
Ohio
-$379K -3,790 Closed
DFA
2132
Davies Financial Advisors
California
-$367K -3,674 Closed
AIS
2133
AM Investment Strategies
Tennessee
-$362K -3,623 Closed
AWMG
2134
ADG Wealth Management Group
Louisiana
-$356K -3,563 Closed
AWA
2135
Archvest Wealth Advisors
California
-$355K -3,556 Closed
RL
2136
Retireful LLC
Michigan
-$348K -3,471 Closed
WP
2137
Westmount Partners
California
-$344K -3,440 Closed
BFA
2138
Beaumont Financial Advisors
Massachusetts
-$304K -3,048 Closed
HBS
2139
Howard Bailey Securities
Indiana
-$298K -2,987 Closed
HFA
2140
Highland Financial Advisors
New Jersey
-$288K -2,887 Closed
RWM
2141
RMG Wealth Management
Wisconsin
-$168K -2,834 Closed
EP
2142
Essential Planning
New Hampshire
-$282K -2,827 Closed
KCM
2143
Kendall Capital Management
Maryland
-$278K -2,785 Closed
PIA
2144
Polaris Investment Advisors
Massachusetts
-$275K -2,749 Closed
IFO
2145
Independent Family Office
New York
-$268K -2,682 Closed
MPIA
2146
Milestones Private Investment Advisors
New York
-$262K -2,625 Closed
GWAG
2147
Garrett Wealth Advisory Group
Texas
-$258K -2,581 Closed
EWS
2148
Eagle Wealth Strategies
New Jersey
-$250K -2,501 Closed
AAM
2149
Ackerman Asset Management
Maryland
-$248K -2,483 Closed
ZIG
2150
Zullo Investment Group
Pennsylvania
-$245K -2,455 Closed