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
25.25%
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
PWP
426
PrairieView Wealth Partners
Illinois
$14M +$421K +4,243 +3%
MFG
427
Mann Financial Group
Minnesota
$13.9M +$13.7M +138,580 New
FTS
428
Fifth Third Securities
Ohio
$13.9M +$3.12M +31,448 +29%
FTA
429
Financial & Tax Architects
Missouri
$13.9M -$1.11M -11,232 -8%
FNC
430
First National Corp
Massachusetts
$13.8M -$19.1K -193 -0.1%
AFO
431
Arrowroot Family Office
California
$13.8M +$1.43M +14,439 +12%
CB
432
Commerce Bank
Missouri
$13.8M +$575K +5,799 +4%
PCA
433
Peddock Capital Advisors
Massachusetts
$13.7M +$64.5K +650 +0.5%
SHWM
434
Smith & Howard Wealth Management
Georgia
$13.7M -$170K -1,710 -1%
PCM
435
Permanent Capital Management
Illinois
$13.7M +$13.5M +136,297 New
BIG
436
Brooklyn Investment Group
New York
$13.7M -$450K -4,535 -3%
TFCP
437
Twin Focus Capital Partners
Massachusetts
$13.6M +$490K +4,936 +4%
HNWAG
438
High Net Worth Advisory Group
Florida
$13.5M -$89.7K -904 -0.7%
RF
439
rebel Financial
Ohio
$13.5M -$13M -131,214 Closed
NC
440
NewSquare Capital
Pennsylvania
$13.5M +$1.05M +10,622 +9%
SFS
441
Sharp Financial Services
Pennsylvania
$13.5M +$1.81M +18,259 +16%
EK
442
Evensky & Katz
Florida
$13.4M +$354K +3,565 +3%
GCA
443
Greenwood Capital Associates
South Carolina
$13.3M +$304K +3,066 +2%
WHG
444
Westwood Holdings Group
Texas
$13.2M +$27.3K +275 +0.2%
NL
445
NWAM LLC
Washington
$13.2M +$1.09M +11,026 +9%
MWM
446
Modern Wealth Management
Kansas
$13.2M +$97.1K +979 +0.8%
EIP
447
Easterly Investment Partners
Massachusetts
$13.2M
JWCA
448
J.W. Cole Advisors
Florida
$13.2M +$813K +8,193 +7%
MAM
449
Mullooly Asset Management
New Jersey
$13.1M +$799K +8,055 +7%
CCA
450
Clearwater Capital Advisors
Illinois
$13.1M -$49K -494 -0.4%