AGG icon

iShares Core US Aggregate Bond ETF

2,031 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 268 funds opening new positions, 984 increasing their positions, 563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
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
ML
976
McAdam LLC
Pennsylvania
$2.2M
RFA
977
Register Financial Advisors
Georgia
$2.19M
SFS
978
Security Financial Services
Indiana
$2.19M
AI
979
Auour Investments
Massachusetts
$2.19M
FNT
980
First National Trust
Pennsylvania
$2.18M
CTWM
981
Cherry Tree Wealth Management
Minnesota
$2.17M
PF
982
PlanWiser Financial
Colorado
$2.17M
PCWA
983
Pacific Capital Wealth Advisors
California
$2.17M
WMA
984
West Michigan Advisors
Michigan
$2.14M
MAWA
985
Moss Adams Wealth Advisors
Washington
$2.14M
FIA
986
Foundations Investment Advisors
Arizona
$2.13M
BWP
987
Balboa Wealth Partners
Arizona
$2.12M
UAS
988
United Asset Strategies
New York
$2.12M
BFPW
989
BOK Financial Private Wealth
Colorado
$2.11M
PA
990
Pinnacle Associates
New York
$2.1M
LHWM
991
Lake Hills Wealth Management
Texas
$2.09M
LPFG
992
Landing Point Financial Group
Ohio
$2.07M
JFG
993
JMG Financial Group
Illinois
$2.06M
TC
994
Trilogy Capital
California
$2.06M
GWM
995
GSB Wealth Management
Connecticut
$2.05M
AIS
996
American Investment Services
Massachusetts
$2.04M
WF
997
Welch & Forbes
Massachusetts
$2.03M
NFP
998
Narus Financial Partners
Utah
$2.02M
SB
999
Strategic Blueprint
Georgia
$2.01M
CRC
1000
Curi RMB Capital
Illinois
$1.99M