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iShares Core US Aggregate Bond ETF
AGG

2,094 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 310 funds opening new positions, 995 increasing their positions, 570 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $1.44M

220% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 97

75% more repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 337 → 382 (+45)

9% more funds holding

Funds holding: 1,924 → 2,094 (+170)

3% more capital invested

Capital invested by funds: $116B → $120B (+$3.82B)

0.72% more ownership

Funds ownership: 90.25% → 90.97% (+0.72%)

Holders
2,094
Holders Change
+170
Holders Change %
+8.84%
% of All Funds
25.47%
Holding in Top 10
382
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.35%
% of All Funds
4.65%
New
310
Increased
995
Reduced
570
Closed
97
Calls
$8.31M
Puts
$1.44M
Net Calls
+$6.87M
Net Calls Change
-$8.81M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$744M
2
Raymond James Financial
Raymond James Financial
Florida
+$553M
3
Northern Trust
Northern Trust
Illinois
+$416M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$304M
5
CI
Constellation Investments
Ohio
+$292M

Top Sellers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
-$1.49B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$538M
3
JHU
Johns Hopkins University
Maryland
-$354M
4
Wells Fargo
Wells Fargo
California
-$307M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1001
Register Financial Advisors
Georgia
$2.19M +$311K +3,097 +16%
SFS
1002
Security Financial Services
Indiana
$2.19M -$15.1K -150 -0.7%
AI
1003
Auour Investments
Massachusetts
$2.19M +$8.63K +86 +0.4%
FNT
1004
First National Trust
Pennsylvania
$2.18M +$643K +6,404 +42%
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$2.17M -$399K -3,977 -15%
PF
1006
PlanWiser Financial
Colorado
$2.17M +$1.57M +15,604 +256%
PCWA
1007
Pacific Capital Wealth Advisors
California
$2.17M +$8.13K +81 +0.4%
EV
1008
EJMK Ventures
Illinois
$2.16M +$2.17M +21,647 New
WMA
1009
West Michigan Advisors
Michigan
$2.14M +$4.92K +49 +0.2%
MAWA
1010
Moss Adams Wealth Advisors
Washington
$2.14M -$7.53K -75 -0.3%
FIA
1011
Foundations Investment Advisors
Arizona
$2.13M -$1.83M -18,213 -46%
BWP
1012
Balboa Wealth Partners
Arizona
$2.12M +$264K +2,634 +14%
UAS
1013
United Asset Strategies
New York
$2.12M -$210K -2,096 -9%
BFPW
1014
BOK Financial Private Wealth
Colorado
$2.11M +$51.3K +511 +2%
PA
1015
Pinnacle Associates
New York
$2.1M -$140K -1,399 -6%
LHWM
1016
Lake Hills Wealth Management
Texas
$2.09M +$145K +1,444 +7%
LPFG
1017
Landing Point Financial Group
Ohio
$2.07M -$118K -1,174 -5%
JFG
1018
JMG Financial Group
Illinois
$2.06M +$20.1K +200 +1%
TC
1019
Trilogy Capital
California
$2.06M +$102K +1,019 +5%
GWM
1020
GSB Wealth Management
Connecticut
$2.05M +$15.7K +156 +0.8%
AIS
1021
American Investment Services
Massachusetts
$2.04M +$411K +4,091 +25%
WF
1022
Welch & Forbes
Massachusetts
$2.03M +$247K +2,459 +14%
NFP
1023
Narus Financial Partners
Utah
$2.02M +$47.3K +471 +2%
SB
1024
Strategic Blueprint
Georgia
$2.01M -$981K -9,781 -33%
CRC
1025
Curi RMB Capital
Illinois
$1.99M +$599K +5,974 +43%
39 40
41
42 43