AGG icon

iShares Core US Aggregate Bond ETF

1,907 hedge funds and large institutions have $111B invested in iShares Core US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 841 increasing their positions, 720 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.7M
Puts
$995K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
701
Coppell Advisory Solutions
Texas
$4.79M
SG
702
StoneX Group
New York
$4.78M
GT
703
Glenview Trust
Kentucky
$4.76M
LG
704
Leuthold Group
Minnesota
$4.73M
CSP
705
Cary Street Partners
Virginia
$4.7M
EWP
706
Elevation Wealth Partners
California
$4.64M
LHC
707
Little House Capital
Massachusetts
$4.62M
PCWA
708
Pacific Capital Wealth Advisors
California
$4.62M
FFL
709
Financial Freedom LLC
Ohio
$4.59M
KA
710
Kovack Advisors
Florida
$4.59M
WPW
711
Waldron Private Wealth
Pennsylvania
$4.57M
BAM
712
Belpointe Asset Management
Nevada
$4.57M
XF
713
XML Financial
Maryland
$4.56M
KCAM
714
Kagan Cocozza Asset Management
New Jersey
$4.55M
CCA
715
Coign Capital Advisors
Utah
$4.48M
JGIA
716
Jackson Grant Investment Advisers
Connecticut
$4.47M
KLCM
717
KG&L Capital Management
Louisiana
$4.45M
CWA
718
Canvas Wealth Advisors
Kansas
$4.44M
TWM
719
Tradition Wealth Management
Minnesota
$4.43M
RFA
720
Reyes Financial Architecture
California
$4.43M
HCC
721
Hirtle Callaghan & Co
Pennsylvania
$4.42M
SC
722
Savant Capital
Illinois
$4.42M
MBTD
723
Mechanics Bank - Trust Department
California
$4.41M
MA
724
Modus Advisors
Minnesota
$4.38M
FAT
725
First American Trust
California
$4.37M