We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

1,924 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 156 funds opening new positions, 959 increasing their positions, 594 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.08M

61% more repeat investments, than reductions

Existing positions increased: 959 | Existing positions reduced: 594

59% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,9031,924 (+21)

1% less capital invested

Capital invested by funds: $117B → $116B (-$940M)

2.91% less ownership

Funds ownership: 93.16%90.25% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 353337 (-16)

Holders
1,924
Holders Change
+21
Holders Change %
+1.1%
% of All Funds
25.25%
Holding in Top 10
337
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.53%
% of All Funds
4.42%
New
156
Increased
959
Reduced
594
Closed
98
Calls
$17.8M
Puts
$2.08M
Net Calls
+$15.7M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1126
Gladwyn Financial Advisors
Virginia
$1.11M +$33.1K +334 +3%
NFW
1127
Noble Family Wealth
Florida
$1.11M -$1.09K -11 -0.1%
Neuberger Berman Group
1128
Neuberger Berman Group
New York
$1.11M +$311K +3,137 +39%
AW
1129
Avion Wealth
Texas
$1.11M -$19.9K -201 -2%
TFGT
1130
TS Financial Group (TSFG)
Illinois
$1.1M -$2.48K -25 -0.2%
CWM
1131
Connecticut Wealth Management
Connecticut
$1.1M -$445K -4,489 -29%
AWM
1132
Aprio Wealth Management
Georgia
$1.1M +$11.3K +114 +1%
PFG
1133
Pacific Financial Group
Washington
$1.1M -$4.07K -41 -0.4%
AWC
1134
Abundance Wealth Counselors
Pennsylvania
$1.1M
RTL
1135
Red Tortoise LLC
Georgia
$1.1M +$6.65K +67 +0.6%
FWIA
1136
Fort Washington Investment Advisors
Ohio
$1.09M +$143K +1,438 +15%
FH
1137
FWG Holdings
Florida
$1.09M +$163K +1,641 +18%
BFA
1138
Brendel Financial Advisors
New Hampshire
$1.08M +$1.07M +10,798 New
PI
1139
PineBridge Investments
New York
$1.07M
LA
1140
Lifeworks Advisors
Michigan
$1.07M -$30.2K -304 -3%
Q1WB
1141
Quest 10 Wealth Builders
Virginia
$1.06M -$47.1K -475 -4%
BFS
1142
BridgePort Financial Solutions
Iowa
$1.06M +$30.7K +309 +3%
LNWWM
1143
Laird Norton Wetherby Wealth Management
California
$1.05M +$237K +2,390 +29%
EIP
1144
Ellis Investment Partners
Pennsylvania
$1.05M -$65.2K -657 -6%
SGCA
1145
Steel Grove Capital Advisors
Tennessee
$1.05M
MSK
1146
Melissa S. Kampmann
$1.04M +$3.97K +40 +0.4%
FFG
1147
Fiduciary Financial Group
California
$1.04M +$209K +2,108 +26%
AW
1148
Alteri Wealth
California
$1.04M +$295K +2,972 +40%
BCM
1149
BTC Capital Management
Iowa
$1.04M
BCM
1150
Brookmont Capital Management
Texas
$1.03M -$160K -1,613 -14%