AGG icon

iShares Core US Aggregate Bond ETF

2,035 hedge funds and large institutions have $120B invested in iShares Core US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 983 increasing their positions, 681 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

2% less funds holding

Funds holding: 2,0842,035 (-49)

4.04% less ownership

Funds ownership: 90.95%86.91% (-4%)

100% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.24B

Holders
2,035
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
377
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.47M
Puts
$1.24B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFF
876
Michels Family Financial
Texas
$3.14M
RCAG
877
Rehmann Capital Advisory Group
Michigan
$3.12M
PP
878
Prosperity Planning
Missouri
$3.1M
SI
879
Saxon Interests
Texas
$3.08M
VFIC
880
Valley Forge Investment Consultants
Pennsylvania
$3.08M
SIA
881
Soltis Investment Advisors
Utah
$3.07M
GTWM
882
Global Trust Wealth Management
Florida
$3.06M
WCAMG
883
Woodard & Company Asset Management Group
North Carolina
$3.06M
FWM
884
FFT Wealth Management
Pennsylvania
$3.05M
DWA
885
Delos Wealth Advisors
Texas
$3.05M
WWA
886
Wingate Wealth Advisors
Massachusetts
$3.04M
BWA
887
Beam Wealth Advisors
Louisiana
$3.04M
CWM
888
Clearview Wealth Management
California
$3.03M
FAT
889
First American Trust
California
$3.03M
CA
890
CGN Advisors
Kansas
$3.03M
FIB
891
First Interstate Bank
Montana
$3.02M
CFGF
892
Compass Financial Group (Florida)
Florida
$3.01M
PWW
893
Pettyjohn Wood & White
Virginia
$3.01M
TWP
894
Triad Wealth Partners
Kansas
$2.99M
MP
895
McDonald Partners
Ohio
$2.99M
LMFP
896
Larry Mathis Financial Planning
Arizona
$2.99M
AWM
897
Arista Wealth Management
Nevada
$2.98M
BW
898
Blalock Williams
Alabama
$2.96M
BWA
899
BlueSky Wealth Advisors
North Carolina
$2.93M
AIM
900
Alhambra Investment Management
Florida
$2.93M