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
NWM
1026
Navigation Wealth Management
Colorado
$1.8M
BA
1027
Bellwether Advisors
Nebraska
$1.8M
CIBC Asset Management
1028
CIBC Asset Management
Ontario, Canada
$1.8M
HP
1029
Holistic Planning
Texas
$1.79M
HSA
1030
HBK Sorce Advisory
Pennsylvania
$1.78M
IDA
1031
Intelligence Driven Advisers
California
$1.78M
DWM
1032
Diversify Wealth Management
Utah
$1.77M
MWM
1033
Mission Wealth Management
California
$1.77M
SWM
1034
Steinberganna Wealth Management
New York
$1.76M
VF
1035
Vawter Financial
Ohio
$1.76M
RWA
1036
Reicon Wealth Advisors
Georgia
$1.76M
HFF
1037
Halter Ferguson Financial
Indiana
$1.75M
GVCM
1038
Global View Capital Management
Wisconsin
$1.75M
BCM
1039
Bourgeon Capital Management
Connecticut
$1.75M
WCG
1040
Wall Capital Group
Arizona
$1.75M
Loomis, Sayles & Company
1041
Loomis, Sayles & Company
Massachusetts
$1.74M
AAS
1042
Ameritas Advisory Services
Nebraska
$1.74M
MP
1043
McDonald Partners
Ohio
$1.73M
CFG
1044
Carr Financial Group
Massachusetts
$1.73M
BCM
1045
Becker Capital Management
Oregon
$1.73M
CWM
1046
Cahaba Wealth Management
Georgia
$1.72M
VAG
1047
Vannoy Advisory Group
Texas
$1.71M
CA
1048
Clune & Associates
Illinois
$1.71M
PB
1049
Pinnacle Bancorp
Nebraska
$1.71M
BCA
1050
Bay Colony Advisors
Massachusetts
$1.7M