AGG icon

iShares Core US Aggregate Bond ETF

1,906 hedge funds and large institutions have $111B invested in iShares Core US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 841 increasing their positions, 719 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.7M
Puts
$995K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1126
Sovran Advisors
California
$1.02M
YWM
1127
Yukon Wealth Management
Kansas
$1.01M
HP
1128
Holistic Planning
Texas
$1.01M
MSK
1129
Melissa S. Kampmann
$1.01M
FOA
1130
Five Oceans Advisors
California
$1.01M
SP
1131
Sequent Planning
Nebraska
$1.01M
BIG
1132
Brooklyn Investment Group
New York
$1.01M
PSCM
1133
Per Stirling Capital Management
Texas
$1M
PFG
1134
Pacific Financial Group
Washington
$1M
AAA
1135
AG Asset Advisory
California
$1M
SPF
1136
South Plains Financial
Texas
$1,000K
IPWA
1137
International Private Wealth Advisors
California
$1,000K
BPWM
1138
Badgley Phelps Wealth Managers
Washington
$1,000K
S
1139
SignatureFD
Georgia
$999K
WS
1140
Wedbush Securities
California
$999K
CCFM
1141
Clear Creek Financial Management
Washington
$995K
CIBC Asset Management
1142
CIBC Asset Management
Ontario, Canada
$994K
HS
1143
Horan Securities
United States
$990K
BCM
1144
Bowie Capital Management
Texas
$989K
RI
1145
Rinkey Investments
California
$988K
PF
1146
Penney Financial
Texas
$986K
STA
1147
Smith Thornton Advisors
Alabama
$983K
TF
1148
TME Financial
California
$979K
SC
1149
Sepio Capital
Utah
$977K
WIC
1150
Whitegate Investment Counselors
New Hampshire
$977K