AGG icon

iShares Core US Aggregate Bond ETF

1,906 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, 950 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 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 (-$935M)

2.9% less ownership

Funds ownership: 93.06%90.16% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350332 (-18)

Holders
1,906
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
Name Holding Trade Value Shares
Change
Change in
Stake
DMIC
1001
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.65M
HKIM
1002
Hayek Kallen Investment Management
Alabama
$1.65M
MFS
1003
Miller Financial Services
Michigan
$1.65M
BC
1004
Bakala Capital
South Carolina
$1.64M
AIS
1005
American Investment Services
Massachusetts
$1.64M
Optiver Holding
1006
Optiver Holding
Netherlands
$1.63M
IIC
1007
Ironwood Investment Counsel
Arizona
$1.63M
CFG
1008
Carr Financial Group
Massachusetts
$1.6M
TFA
1009
Transamerica Financial Advisors
Florida
$1.6M
AUB
1010
Atlantic Union Bankshares
Virginia
$1.59M
FWM
1011
Fonville Wealth Management
Virginia
$1.59M
NP
1012
Nilsine Partners
Colorado
$1.58M
Nomura Asset Management
1013
Nomura Asset Management
Japan
$1.58M
EIA
1014
Edgemoor Investment Advisors
Maryland
$1.58M
BP
1015
Ballentine Partners
Massachusetts
$1.57M
SC
1016
Schiavi & Co
Delaware
$1.56M
BWA
1017
Beam Wealth Advisors
Louisiana
$1.55M
FNT
1018
First National Trust
Pennsylvania
$1.55M
JF
1019
Jump Financial
Illinois
$1.54M
PB
1020
Pinnacle Bancorp
Nebraska
$1.54M
CAL
1021
Capital Analysts LLC
Pennsylvania
$1.53M
SW
1022
SlateStone Wealth
Florida
$1.51M
KBFS
1023
Kohmann Bosshard Financial Services
Ohio
$1.51M
MP
1024
McDonald Partners
Ohio
$1.51M
XT
1025
XTX Topco
Cayman Islands
$1.5M