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iShares Core US Aggregate Bond ETF
AGG

2,094 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 310 funds opening new positions, 995 increasing their positions, 570 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $1.44M

220% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 97

75% more repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 337 → 382 (+45)

9% more funds holding

Funds holding: 1,924 → 2,094 (+170)

3% more capital invested

Capital invested by funds: $116B → $120B (+$3.82B)

0.72% more ownership

Funds ownership: 90.25% → 90.97% (+0.72%)

Holders
2,094
Holders Change
+170
Holders Change %
+8.84%
% of All Funds
25.47%
Holding in Top 10
382
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.35%
% of All Funds
4.65%
New
310
Increased
995
Reduced
570
Closed
97
Calls
$8.31M
Puts
$1.44M
Net Calls
+$6.87M
Net Calls Change
-$8.81M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$744M
2
Raymond James Financial
Raymond James Financial
Florida
+$553M
3
Northern Trust
Northern Trust
Illinois
+$416M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$304M
5
CI
Constellation Investments
Ohio
+$292M

Top Sellers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
-$1.49B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$538M
3
JHU
Johns Hopkins University
Maryland
-$354M
4
Wells Fargo
Wells Fargo
California
-$307M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
851
Maxele Advisors
Missouri
$3.59M -$11.7K -117 -0.3%
CTC
852
Central Trust Company
Missouri
$3.59M +$1.32M +13,151 +58%
VIPI
853
Vista Investment Partners II
Indiana
$3.56M +$308K +3,073 +9%
NI
854
NYL Investors
New York
$3.55M +$89.8K +895 +3%
PPF
855
Pacific Park Financial
California
$3.55M +$3.57M +35,534 New
TCK
856
Topor & Co Korea
$3.53M +$3.55M +35,354 New
JSAM
857
J. Safra Asset Management
New York
$3.53M +$610K +6,075 +21%
WS
858
Wilian Securities
Minnesota
$3.51M +$3.53M +35,138 New
FSG
859
Financial Strategies Group
Michigan
$3.51M +$702 +7 +0%
ASBI
860
American State Bank (Iowa)
Iowa
$3.5M +$360K +3,589 +11%
CFG
861
Compton Financial Group
Maryland
$3.46M -$706K -7,034 -17%
AO
862
Advisor OS
Illinois
$3.45M -$444K -4,429 -11%
CAM
863
Chandler Asset Management
California
$3.44M – – –
SW
864
Simplicity Wealth
New Jersey
$3.42M +$168K +1,672 +5%
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$3.41M -$2.83M -28,207 -45%
ATC
866
Adirondack Trust Company
New York
$3.41M – – –
QFPS
867
Quantum Financial Planning Services
Washington
$3.4M +$3.41M +34,024 New
OPWM
868
Oxinas Partners Wealth Management
Indiana
$3.39M +$263K +2,625 +8%
EF
869
Envision Financial
Wisconsin
$3.35M +$723K +7,206 +27%
SWM
870
Stronghold Wealth Management
Florida
$3.34M +$3.36M +33,479 New
CPL
871
CAP Partners LLC
Tennessee
$3.29M +$259K +2,577 +8%
DWM
872
DecisionMap Wealth Management
Virginia
$3.29M +$231K +2,303 +8%
GFP
873
Gryphon Financial Partners
Ohio
$3.29M +$104K +1,036 +3%
BIA
874
Bigelow Investment Advisors
Maine
$3.25M +$255K +2,546 +8%
WCM
875
Winthrop Capital Management
Indiana
$3.25M -$811K -8,087 -20%
33 34
35
36 37