AGG icon

iShares Core US Aggregate Bond ETF

1,885 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 153 funds opening new positions, 940 increasing their positions, 584 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.14B)

3.02% less ownership

Funds ownership: 93.03%90.01% (-3%)

7% less funds holding in top 10

Funds holding in top 10: 350327 (-23)

Holders
1,885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
327
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.8M
Puts
$2.08M
Net Calls
Net Calls Change

Top Sellers

1 -$1.92B
2 -$1.15B
3 -$923M
4
Jane Street
Jane Street
New York
-$441M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
SNWA
626
Siligmueller & Norvid Wealth Advisors
Illinois
$6.5M
SFC
627
Strategic Financial Concepts
Texas
$6.5M
SIG
628
Stonegate Investment Group
Alabama
$6.48M
LW
629
Linscomb Wealth
Texas
$6.48M
HFO
630
Heritage Family Offices
Arizona
$6.45M
VT
631
Vise Technologies
New York
$6.44M
WIM
632
WealthPlan Investment Management
Nebraska
$6.43M
RCAG
633
Rehmann Capital Advisory Group
Michigan
$6.38M
AG
634
AlTi Global
New York
$6.34M
WT
635
Whittier Trust
California
$6.32M
GAA
636
Global Assets Advisory
Florida
$6.3M
MA
637
Marquette Associates
Illinois
$6.27M
DG
638
DMC Group
Alabama
$6.26M
BHBT
639
Burke & Herbert Bank & Trust
Virginia
$6.25M
IAA
640
Independent Advisor Alliance
North Carolina
$6.24M
KA
641
Kovack Advisors
Florida
$6.16M
EW
642
Element Wealth
Mississippi
$6.14M
GAM
643
Gemmer Asset Management
California
$6.14M
WC
644
Waterloo Capital
Texas
$6.12M
AWE
645
Avidian Wealth Enterprises
Texas
$6.06M
VFA
646
Valeo Financial Advisors
Indiana
$6.01M
AA
647
Ancora Advisors
Ohio
$5.97M
BAM
648
Belpointe Asset Management
Nevada
$5.94M
TC
649
Toews Corporation
New Jersey
$5.93M
BIP
650
Blueprint Investment Partners
North Carolina
$5.91M