AGG icon

iShares Core US Aggregate Bond ETF

2,056 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 285 funds opening new positions, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.31M
Puts
$1.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Aries Wealth Management
Maine
$2.62M
WP
927
WealthShield Partners
North Carolina
$2.62M
AWM
928
Avior Wealth Management
Nebraska
$2.6M
NAM
929
NTV Asset Management
West Virginia
$2.59M
CB
930
Chris Bulman
California
$2.58M
RTC
931
Riverview Trust Company
Washington
$2.58M
LWM
932
Lionsbridge Wealth Management
Florida
$2.57M
CWP
933
Core Wealth Partners
California
$2.57M
IAS
934
Integrity Advisory Solutions
Texas
$2.56M
CWM
935
Capstone Wealth Management
Montana
$2.54M
OAM
936
Occidental Asset Management
California
$2.54M
AMG
937
Asset Management Group
Connecticut
$2.53M
TPW
938
Turn8 Private Wealth
$2.52M
Susquehanna International Group
939
Susquehanna International Group
Pennsylvania
$2.52M
ISB
940
Iowa State Bank
Iowa
$2.51M
BW
941
Blalock Williams
Alabama
$2.51M
AWM
942
Austin Wealth Management
Texas
$2.49M
RPCA
943
Running Point Capital Advisors
California
$2.49M
MHC
944
May Hill Capital
Massachusetts
$2.48M
GSWM
945
Greenup Street Wealth Management
Michigan
$2.47M
KFAS
946
Keating Financial Advisory Services
Kansas
$2.47M
ACM
947
AUA Capital Management
Pennsylvania
$2.46M
CWP
948
Cyndeo Wealth Partners
Florida
$2.46M
TFA
949
Transamerica Financial Advisors
Florida
$2.46M
RWS
950
Retirement Wealth Solutions
Wisconsin
$2.46M