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
HPBT
901
Hickory Point Bank & Trust
Illinois
$2.93M
VFS
902
Valpey Financial Services
New Hampshire
$2.92M
DP
903
Dearborn Partners
Illinois
$2.89M
LOWM
904
Laurel Oak Wealth Management
New Jersey
$2.88M
QCM
905
Quantinno Capital Management
New York
$2.87M
BAG
906
Bauman Advisory Group
Nevada
$2.86M
AWA
907
Aletheian Wealth Advisors
Washington
$2.86M
ANBT
908
American National Bank & Trust
Texas
$2.85M
HPM
909
Hoxton Planning & Management
West Virginia
$2.85M
IWA
910
Invera Wealth Advisors
Oregon
$2.85M
AWMNH
911
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.84M
NL
912
NVWM LLC
Pennsylvania
$2.83M
CW
913
Cooksen Wealth
Texas
$2.83M
WF
914
Welch & Forbes
Massachusetts
$2.82M
LC
915
LCNB Corp
Ohio
$2.82M
AIM
916
Advyzon Investment Management
Illinois
$2.82M
ASBI
917
American State Bank (Iowa)
Iowa
$2.82M
WP
918
WealthShield Partners
North Carolina
$2.81M
WP
919
WealthPLAN Partners
Nebraska
$2.8M
Bessemer Group
920
Bessemer Group
New Jersey
$2.8M
MWPCG
921
Measured Wealth Private Client Group
New Hampshire
$2.8M
IG
922
IFS Group
Pennsylvania
$2.79M
SWM
923
Stockman Wealth Management
Montana
$2.78M
PWAM
924
Private Wealth Asset Management
Iowa
$2.78M
Retirement Systems of Alabama
925
Retirement Systems of Alabama
Alabama
$2.77M