AGG icon

iShares Core US Aggregate Bond ETF

1,906 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 154 funds opening new positions, 950 increasing their positions, 592 reducing their positions, and 96 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 (-$935M)

2.9% less ownership

Funds ownership: 93.06%90.16% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
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
LWM
926
LongView Wealth Management
Georgia
$2.2M
LPFG
927
Landing Point Financial Group
Ohio
$2.2M
AI
928
Auour Investments
Massachusetts
$2.19M
ISB
929
Iowa State Bank
Iowa
$2.18M
CIA
930
Choate Investment Advisors
Massachusetts
$2.17M
PCWA
931
Pacific Capital Wealth Advisors
California
$2.17M
TSW
932
Thompson Siegel & Walmsley
Virginia
$2.16M
MAWA
933
Moss Adams Wealth Advisors
Washington
$2.15M
WMA
934
West Michigan Advisors
Michigan
$2.14M
PCM
935
Pointe Capital Management
Michigan
$2.12M
GIA
936
Gladstone Institutional Advisory
Florida
$2.11M
BCM
937
Becker Capital Management
Oregon
$2.08M
LKBC
938
L.K. Benson & Company
Maryland
$2.07M
VFA
939
Voya Financial Advisors
Connecticut
$2.07M
BFPW
940
BOK Financial Private Wealth
Colorado
$2.07M
HCM
941
Hollencrest Capital Management
California
$2.05M
JFG
942
JMG Financial Group
Illinois
$2.05M
GWM
943
GSB Wealth Management
Connecticut
$2.04M
DI
944
Diligent Investors
California
$2.04M
BWM
945
Boyd Wealth Management
California
$2.01M
BW
946
Blalock Williams
Alabama
$2M
CB
947
Chris Bulman
California
$1.98M
OFS
948
Orrstown Financial Services
Pennsylvania
$1.97M
HWMO
949
Heritage Wealth Management (Ohio)
Ohio
$1.97M
TRCT
950
Tower Research Capital (TRC)
New York
$1.97M