We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

1,924 hedge funds and large institutions have $116B invested in iShares Core US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 959 increasing their positions, 594 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.08M

61% more repeat investments, than reductions

Existing positions increased: 959 | Existing positions reduced: 594

59% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,9031,924 (+21)

1% less capital invested

Capital invested by funds: $117B → $116B (-$940M)

2.91% less ownership

Funds ownership: 93.16%90.25% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 353337 (-16)

Holders
1,924
Holders Change
+21
Holders Change %
+1.1%
% of All Funds
25.26%
Holding in Top 10
337
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.53%
% of All Funds
4.42%
New
156
Increased
959
Reduced
594
Closed
98
Calls
$17.8M
Puts
$2.08M
Net Calls
+$15.7M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
326
WrapManager Inc
California
$21.8M -$4.64M -46,719 -18%
IA
327
Integrity Alliance
Iowa
$21.7M +$3.36M +33,873 +19%
TWA
328
TCI Wealth Advisors
Arizona
$21.7M -$233K -2,348 -1%
BFG
329
Berger Financial Group
Minnesota
$21.7M +$201K +2,027 +0.9%
HI
330
Hudock Inc
Pennsylvania
$21.4M -$227K -2,290 -1%
LFS
331
Lutz Financial Services
Nebraska
$21.1M -$463K -4,667 -2%
IWC
332
Integrated Wealth Concepts
Massachusetts
$21.1M +$654K +6,593 +3%
TBC
333
Ted Buchan & Co
California
$21.1M +$995K +10,025 +5%
SWP
334
Summit Wealth Partners
Florida
$21M +$862K +8,691 +4%
SS
335
SBI Securities
Japan
$20.8M -$1.82M -18,372 -8%
ASN
336
Advisory Services Network
Georgia
$20.6M -$1.36M -13,736 -6%
SFS
337
Sowell Financial Services
Arkansas
$20.6M +$78K +786 +0.4%
BA
338
Ballast Advisors
Minnesota
$20.6M +$736K +7,419 +4%
SFA
339
Souders Financial Advisors
Ohio
$20.4M +$741K +7,471 +4%
GC
340
Garde Capital
Washington
$20.3M +$272K +2,742 +1%
KFG
341
Kelly Financial Group
Connecticut
$20.2M +$1.55M +15,595 +8%
WA
342
Waverly Advisors
Alabama
$20.1M -$8.66M -87,310 -30%
RCIM
343
Red Cedar Investment Management
Michigan
$20.1M -$497K -5,010 -2%
DCA
344
DSG Capital Advisors
Minnesota
$20.1M +$5.46M +55,034 +38%
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$20.1M +$6.71M +67,589 +51%
LFAS
346
Level Four Advisory Services
Texas
$20M +$1.22M +12,275 +7%
Lazard Asset Management
347
Lazard Asset Management
New York
$19.9M +$19.7M +198,319 New
I2I
348
Insight 2811 Inc
Illinois
$19.9M +$1.8M +18,157 +10%
PIMG
349
Patriot Investment Management Group
Tennessee
$19.8M +$538K +5,421 +3%
RW
350
Regimen Wealth
Georgia
$19.8M +$340K +3,427 +2%