AGG icon

iShares Core US Aggregate Bond ETF

1,890 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 839 increasing their positions, 735 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
350
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.8M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TBC
351
Ted Buchan & Co
California
$19.9M
SWP
352
Summit Wealth Partners
Florida
$19.9M
GC
353
Garde Capital
Washington
$19.8M
BA
354
Ballast Advisors
Minnesota
$19.6M
MWM
355
Modera Wealth Management
New Jersey
$19.4M
SFA
356
Souders Financial Advisors
Ohio
$19.4M
RW
357
Regimen Wealth
Georgia
$19.3M
FIM
358
Freedom Investment Management
Connecticut
$19.1M
SAW
359
Signal Advisors Wealth
Michigan
$19.1M
PIMG
360
Patriot Investment Management Group
Tennessee
$19.1M
FWM
361
Foguth Wealth Management
Michigan
$19.1M
EPM
362
Elm Partners Management
Pennsylvania
$18.8M
TIA
363
Tiemann Investment Advisors
California
$18.6M
LFAS
364
Level Four Advisory Services
Texas
$18.6M
KFG
365
Kelly Financial Group
Connecticut
$18.4M
FEG
366
Fund Evaluation Group
Ohio
$18.4M
NAM
367
NorthCrest Asset Manangement
Minnesota
$18.4M
AWS
368
Atria Wealth Solutions
New York
$18.2M
AI
369
Atria Investments
North Carolina
$18.2M
IA
370
Integrity Alliance
Iowa
$18.1M
GC
371
Grimes & Company
Massachusetts
$18.1M
TCBWMS
372
Texas Capital Bank Wealth Management Services
Texas
$18M
SCM
373
Sheridan Capital Management
California
$18M
I2I
374
Insight 2811 Inc
Illinois
$17.9M
VT
375
Vise Technologies
New York
$17.9M