AGG icon

iShares Core US Aggregate Bond ETF

2,064 hedge funds and large institutions have $120B invested in iShares Core US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 987 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
373
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.31M
Puts
$1.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
701
CPR Investments
Michigan
$5.39M
GT
702
Glenview Trust
Kentucky
$5.38M
MWA
703
Merkkuri Wealth Advisors
New York
$5.34M
GPW
704
Genesis Private Wealth
Virginia
$5.33M
KCA
705
Kastel Capital Advisors
Massachusetts
$5.29M
WETS
706
Wealth Enhancement Trust Services
South Dakota
$5.28M
BFIC
707
Bedell Frazier Investment Counselling
California
$5.24M
UB
708
Umpqua Bank
Oregon
$5.21M
IA
709
Invested Advisors
Pennsylvania
$5.2M
JGIA
710
Jackson Grant Investment Advisers
Connecticut
$5.19M
AP
711
Aspect Partners
Virginia
$5.18M
SC
712
Savant Capital
Illinois
$5.14M
MA
713
Modus Advisors
Minnesota
$5.13M
CCA
714
Coign Capital Advisors
Utah
$5.12M
Barclays
715
Barclays
United Kingdom
$5.1M
Bessemer Group
716
Bessemer Group
New Jersey
$5.09M
MWM
717
MorganRosel Wealth Management
Colorado
$5.07M
SWA
718
Sax Wealth Advisors
New Jersey
$5.07M
SW
719
SteelPeak Wealth
California
$5.07M
SWP
720
Stone Wealth Partners
Louisiana
$5.07M
NCG
721
Newport Capital Group
New Jersey
$5.06M
AI
722
Arrien Investments
Idaho
$5.06M
LIP
723
Lynch Investment Planning
Pennsylvania
$5.06M
IWP
724
Innova Wealth Partners
Pennsylvania
$5.03M
JPLA
725
Joseph P. Lucia & Associates
New York
$5.01M