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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
LBC
201
Lowe Brockenbrough & Co
Virginia
$48M +$3.85M +38,531 +9%
MMA
202
Miracle Mile Advisors
California
$47.9M +$3.39M +33,882 +8%
LWPC
203
Legacy Wealth Partners (Colorado)
Colorado
$47.8M -$2.16M -21,551 -4%
AWM
204
Abound Wealth Management
Tennessee
$47.7M +$2.69M +26,906 +6%
FPCP
205
Fort Point Capital Partners
California
$47.5M +$2M +19,978 +4%
TCM
206
Twele Capital Management
Minnesota
$47.2M +$576K +5,754 +1%
SPP
207
Single Point Partners
Massachusetts
$47M +$110M +1,095,164 +235%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$46.5M +$6.28M +62,770 +15%
GP
209
Gridiron Partners
Pennsylvania
$46.3M -$1.02M -10,153 -2%
LFS
210
Legacy Financial Strategies
Kansas
$46.2M +$414K +4,142 +0.9%
Boston Partners
211
Boston Partners
Massachusetts
$45.3M +$45.7M +456,804 New
BDF
212
Black Diamond Financial
Maryland
$44.6M +$2.28M +22,790 +5%
ANB
213
Amarillo National Bank
Texas
$44.6M -$84.1K -841 -0.2%
MWM
214
MTC Wealth Management
Florida
$44.6M +$3.67M +36,723 +9%
FG
215
Fiduciary Group
Georgia
$44.5M +$6.23M +62,267 +16%
CM
216
Cornerstone Management
Georgia
$44.3M +$2.49M +24,914 +6%
JJBC
217
James J. Burns & Company
New York
$44.2M +$19M +189,989 +74%
NMIMC
218
Northwestern Mutual Investment Management Company
Wisconsin
$43.5M -$958K -9,576 -2%
AG
219
Ascent Group
Virginia
$43.5M +$1.26M +12,606 +3%
EPW
220
Evolve Private Wealth
California
$43M -$864K -8,633 -2%
DFC
221
DB Fitzpatrick & Co
Idaho
$42.7M +$2.72M +27,146 +7%
BBES
222
Buffalo Business & Estate Services
New York
$42.5M -$1.16M -11,609 -3%
BWCS
223
Beirne Wealth Consulting Services
Connecticut
$42.3M +$1.22M +12,201 +3%
BSSFA
224
Baron Silver Stevens Financial Advisors
Florida
$42.2M +$3.65M +36,497 +9%
NRI
225
NFP Retirement Inc
California
$42.1M -$27.8M -277,773 -40%