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
PPWP
601
Premier Path Wealth Partners
New Jersey
$7.74M
EWS
602
Evergreen Wealth Solutions
Pennsylvania
$7.73M
GAG
603
GM Advisory Group
New York
$7.67M
PCS
604
Private Client Services
Kentucky
$7.62M
GAA
605
Global Assets Advisory
Florida
$7.61M
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$7.61M
SA
607
Sonoma Allocations
California
$7.58M
APP
608
Avantax Planning Partners
Iowa
$7.57M
RA
609
RFG Advisory
Alabama
$7.47M
MWC
610
MKD Wealth Coaches
Michigan
$7.46M
SG
611
StoneX Group
New York
$7.43M
P
612
Palladiem
Pennsylvania
$7.41M
CAG
613
Csenge Advisory Group
Florida
$7.39M
ACM
614
Alamar Capital Management
California
$7.38M
CSB
615
City State Bank
Iowa
$7.37M
ATFA
616
All Terrain Financial Advisors
Minnesota
$7.36M
CV
617
Counterweight Ventures
North Carolina
$7.35M
CMA
618
Cedar Mountain Advisors
Oregon
$7.31M
JHCP
619
Jackson Hole Capital Partners
Oklahoma
$7.31M
LP
620
LGL Partners
Pennsylvania
$7.29M
OCM
621
One Capital Management
California
$7.27M
DC
622
Destiny Capital
Colorado
$7.25M
EP
623
EPIQ Partners
Minnesota
$7.22M
NWM
624
Navigate Wealth Management
Alabama
$7.22M
RIA
625
Regal Investment Advisors
Michigan
$7.17M