AGG icon

iShares Core US Aggregate Bond ETF

1,915 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 155 funds opening new positions, 956 increasing their positions, 592 reducing their positions, and 97 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:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$949M)

2.91% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
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
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
851
Hoxton Planning & Management
West Virginia
$2.83M
MFIM
852
Mesirow Financial Investment Management
Illinois
$2.83M
AMG
853
Asset Management Group
Connecticut
$2.81M
PWW
854
Pettyjohn Wood & White
Virginia
$2.79M
SIA
855
Soltis Investment Advisors
Utah
$2.79M
AM
856
Atwater Malick
Pennsylvania
$2.77M
PG
857
Patten Group
Tennessee
$2.77M
TIM
858
Total Investment Management
Arizona
$2.77M
PTC
859
Private Trust Company
Ohio
$2.76M
SFC
860
SYM Financial Corp
Indiana
$2.74M
TWP
861
Triad Wealth Partners
Kansas
$2.73M
DWA
862
Delos Wealth Advisors
Texas
$2.73M
EAMA
863
EFG Asset Management (Americas)
Florida
$2.72M
WA
864
Westfuller Advisors
New York
$2.72M
Retirement Systems of Alabama
865
Retirement Systems of Alabama
Alabama
$2.72M
SI
866
Saxon Interests
Texas
$2.71M
RSF
867
Rik Saylor Financial
Ohio
$2.68M
SA
868
Stewardship Advisors
Pennsylvania
$2.66M
SPW
869
Surience Private Wealth
Washington
$2.66M
DWS
870
Discipline Wealth Solutions
South Carolina
$2.66M
SWM
871
Stockman Wealth Management
Montana
$2.66M
OAM
872
Occidental Asset Management
California
$2.66M
FW
873
Fairway Wealth
Ohio
$2.66M
SHFA
874
SC&H Financial Advisors
Maryland
$2.65M
BCM
875
Beaumont Capital Management
Massachusetts
$2.64M