AGG icon

iShares Core US Aggregate Bond ETF

2,036 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 146 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: 2,0842,036 (-48)

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
2,036
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
CCM
951
Canal Capital Management
Virginia
$2.53M
AMG
952
Asset Management Group
Connecticut
$2.52M
CWP
953
Cyndeo Wealth Partners
Florida
$2.5M
CWM
954
Capstone Wealth Management
Montana
$2.5M
CKAIS
955
Christensen King & Associates Investment Services
Washington
$2.48M
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$2.48M
VFA
957
Voya Financial Advisors
Connecticut
$2.48M
KL
958
Keenan LLC
Massachusetts
$2.48M
CWMS
959
CFG Wealth Management Services
Indiana
$2.47M
UPS
960
UHLMANN PRICE SECURITIES
Illinois
$2.46M
LWM
961
Lionsbridge Wealth Management
Florida
$2.46M
FFL
962
Financial Freedom LLC
Ohio
$2.44M
SWP
963
Strategic Wealth Partners
Ohio
$2.44M
WAAG
964
Wealth Alliance Advisory Group
Kansas
$2.43M
CIBC Asset Management
965
CIBC Asset Management
Ontario, Canada
$2.43M
BFG
966
Berger Financial Group
Minnesota
$2.42M
RWS
967
Retirement Wealth Solutions
Wisconsin
$2.42M
PA
968
PSI Advisors
Florida
$2.42M
PUI
969
Purpose Unlimited Inc
$2.41M
AWM
970
Austin Wealth Management
Texas
$2.4M
LOIM
971
Liberty One Investment Management
Illinois
$2.4M
PRAG
972
Portfolio Resources Advisor Group
Florida
$2.4M
RPGK
973
Retirement Planning Group (Kansas)
Kansas
$2.39M
CWM
974
Core Wealth Management
Florida
$2.39M
LWM
975
LongView Wealth Management
Georgia
$2.39M