AGG icon

iShares Core US Aggregate Bond ETF

2,034 hedge funds and large institutions have $120B invested in iShares Core US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 983 increasing their positions, 680 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

2% less funds holding

Funds holding: 2,0842,034 (-50)

4.04% less ownership

Funds ownership: 90.95%86.91% (-4%)

100% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.24B

Holders
2,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
377
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.47M
Puts
$1.24B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
Lineweaver Wealth Advisors
Ohio
$36.5M
RCIM
252
Red Cedar Investment Management
Michigan
$36.4M
PWA
253
Provenance Wealth Advisors
Florida
$36.4M
BFA
254
Bright Financial Advisors
Michigan
$35.8M
TA
255
Tectonic Advisors
Texas
$35.8M
IA
256
Integrity Alliance
Iowa
$35.7M
FBT
257
First Bank & Trust
South Dakota
$35.5M
Financial Engines Advisors
258
Financial Engines Advisors
California
$35.4M
AIP
259
Ameritas Investment Partners
Nebraska
$35.4M
BBVA
260
Banco Bilbao Vizcaya Argentaria
Spain
$35.1M
DAS
261
Daybright Advisory Services
Florida
$35M
LI
262
LVZ Inc
Michigan
$34.7M
AWA
263
Acumen Wealth Advisors
Tennessee
$34.5M
PP
264
Passaic Partners
New Jersey
$34.4M
TWA
265
Tandem Wealth Advisors
Arizona
$34.1M
UBV
266
United Bank (Virginia)
Virginia
$34.1M
AF
267
Advisornet Financial
Minnesota
$33.6M
PWM
268
Perigon Wealth Management
California
$33.5M
UW
269
Unique Wealth
Florida
$33.3M
GEM
270
Global Endowment Management
North Carolina
$33.2M
ASN
271
Advisory Services Network
Georgia
$33.1M
FEG
272
Fund Evaluation Group
Ohio
$32.6M
NW
273
NewEdge Wealth
Pennsylvania
$32.5M
SW
274
SVB Wealth
Massachusetts
$32.2M
PA
275
Parallel Advisors
California
$32.2M