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
WANY
426
Wealthspire Advisors (New York)
New York
$14.9M
FA
427
FC Advisory
Pennsylvania
$14.9M
CH
428
CVS Health
Rhode Island
$14.9M
PWP
429
PrairieView Wealth Partners
Illinois
$14.8M
SFP
430
Strategic Financial Partners
Oregon
$14.8M
EK
431
Evensky & Katz
Florida
$14.7M
MBT
432
Montecito Bank & Trust
California
$14.7M
FA
433
Fagan Associates
New York
$14.7M
DCM
434
Donaldson Capital Management
Indiana
$14.7M
FCT
435
Family Capital Trust
Massachusetts
$14.7M
MAM
436
Mullooly Asset Management
New Jersey
$14.6M
SFS
437
Sharp Financial Services
Pennsylvania
$14.5M
CFO
438
CVA Family Office
Colorado
$14.5M
CT
439
Caldwell Trust
Florida
$14.5M
FWI
440
Facet Wealth Inc
Maryland
$14.3M
CWM
441
Calamos Wealth Management
Illinois
$14.2M
Calamos Advisors
442
Calamos Advisors
Illinois
$14.2M
MWA
443
Motive Wealth Advisors
Michigan
$14.2M
AWA
444
Aquire Wealth Advisors
Utah
$14.2M
ES
445
Eagle Strategies
New York
$14.2M
WSFS
446
Wilmington Savings Fund Society
Delaware
$14.1M
FTS
447
Fifth Third Securities
Ohio
$14M
GCA
448
Greenwood Capital Associates
South Carolina
$14M
TA
449
TruWealth Advisors
Louisiana
$14M
RF
450
rebel Financial
Ohio
$13.9M