AGG icon

iShares Core US Aggregate Bond ETF

1,915 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 155 funds opening new positions, 956 increasing their positions, 592 reducing their positions, and 97 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 (-$949M)

2.91% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
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
OFS
951
Orrstown Financial Services
Pennsylvania
$1.97M
HWMO
952
Heritage Wealth Management (Ohio)
Ohio
$1.97M
TRCT
953
Tower Research Capital (TRC)
New York
$1.97M
TC
954
Trilogy Capital
California
$1.96M
LHWM
955
Lake Hills Wealth Management
Texas
$1.96M
IIC
956
Integrated Investment Consultants
Michigan
$1.96M
NL
957
NVWM LLC
Pennsylvania
$1.95M
GFA
958
Gallagher Fiduciary Advisors
Illinois
$1.93M
SA
959
Skyline Advisors
Washington
$1.91M
CPRC
960
Consolidated Portfolio Review Corp
New York
$1.91M
LCM
961
Lazari Capital Management
California
$1.9M
RFA
962
Register Financial Advisors
Georgia
$1.89M
RFG
963
Range Financial Group
Oregon
$1.89M
ECM
964
Evergreen Capital Management
Washington
$1.88M
BI
965
Ballast Inc
Kentucky
$1.88M
WDG
966
Wealth Dimensions Group
Ohio
$1.88M
NFG
967
Nations Financial Group
Iowa
$1.87M
BWP
968
Balboa Wealth Partners
Arizona
$1.87M
SC
969
Sierra Capital
Florida
$1.87M
VF
970
Vawter Financial
Ohio
$1.86M
IDA
971
Intelligence Driven Advisers
California
$1.82M
CCM
972
Canal Capital Management
Virginia
$1.82M
DP
973
Dearborn Partners
Illinois
$1.81M
OAS
974
Optivise Advisory Services
Tennessee
$1.8M
CF
975
Clarity Financial
Texas
$1.8M