AGG icon

iShares Core US Aggregate Bond ETF

1,905 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, 949 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $117B → $116B (-$937M)

2.9% less ownership

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

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,905
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

Top Sellers

1 -$1.92B
2 -$1.15B
3 -$923M
4
Jane Street
Jane Street
New York
-$441M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Steinberganna Wealth Management
New York
$1.78M
RWM
977
RBA Wealth Management
California
$1.77M
CI
978
CPR Investments
Michigan
$1.77M
IP
979
Ignite Planners
California
$1.75M
AIM
980
Acropolis Investment Management
Missouri
$1.75M
OE
981
October Effect
Virginia
$1.75M
BA
982
Bellwether Advisors
Nebraska
$1.75M
HFF
983
Halter Ferguson Financial
Indiana
$1.73M
CANC
984
Culbertson A N & Co
Virginia
$1.72M
Bessemer Group
985
Bessemer Group
New Jersey
$1.72M
SC
986
Sepio Capital
Utah
$1.71M
HWMC
987
Heritage Wealth Management (California)
California
$1.71M
NWM
988
Navigation Wealth Management
Colorado
$1.7M
NWAG
989
Net Worth Advisory Group
Utah
$1.7M
VAG
990
Vannoy Advisory Group
Texas
$1.69M
FIG
991
FSA Investment Group
Florida
$1.68M
BCM
992
Bourgeon Capital Management
Connecticut
$1.68M
CWM
993
Cahaba Wealth Management
Georgia
$1.68M
CA
994
Clune & Associates
Illinois
$1.67M
WFA
995
WestHill Financial Advisors
California
$1.67M
WAAG
996
Wealth Alliance Advisory Group
Kansas
$1.67M
CCA
997
Carrera Capital Advisors
Michigan
$1.67M
BBWP
998
Beacon Bridge Wealth Partners
Pennsylvania
$1.66M
SWM
999
Sentinel Wealth Management
Virginia
$1.66M
DMIC
1000
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.65M