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
IC
976
Inscription Capital
Texas
$1.8M
HSA
977
HBK Sorce Advisory
Pennsylvania
$1.79M
WF
978
Welch & Forbes
Massachusetts
$1.79M
MWM
979
Mission Wealth Management
California
$1.79M
SWM
980
Steinberganna Wealth Management
New York
$1.78M
RWM
981
RBA Wealth Management
California
$1.77M
CI
982
CPR Investments
Michigan
$1.77M
IP
983
Ignite Planners
California
$1.75M
AIM
984
Acropolis Investment Management
Missouri
$1.75M
OE
985
October Effect
Virginia
$1.75M
BA
986
Bellwether Advisors
Nebraska
$1.75M
HFF
987
Halter Ferguson Financial
Indiana
$1.73M
CANC
988
Culbertson A N & Co
Virginia
$1.72M
Bessemer Group
989
Bessemer Group
New Jersey
$1.72M
SC
990
Sepio Capital
Utah
$1.71M
HWMC
991
Heritage Wealth Management (California)
California
$1.71M
NWM
992
Navigation Wealth Management
Colorado
$1.7M
NWAG
993
Net Worth Advisory Group
Utah
$1.7M
VAG
994
Vannoy Advisory Group
Texas
$1.69M
FIG
995
FSA Investment Group
Florida
$1.68M
BCM
996
Bourgeon Capital Management
Connecticut
$1.68M
CWM
997
Cahaba Wealth Management
Georgia
$1.68M
CA
998
Clune & Associates
Illinois
$1.67M
WFA
999
WestHill Financial Advisors
California
$1.67M
WAAG
1000
Wealth Alliance Advisory Group
Kansas
$1.67M