AGG icon

iShares Core US Aggregate Bond ETF

1,915 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 155 funds opening new positions, 956 increasing their positions, 592 reducing their positions, and 97 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 (-$949M)

2.91% less ownership

Funds ownership: 93.06%90.15% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 350334 (-16)

Holders
1,915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
334
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
AF
1176
Apollon Financial
South Carolina
$930K
TWM
1177
Tolleson Wealth Management
Texas
$927K
AM
1178
AGF Management
Ontario, Canada
$922K
CCA
1179
Childress Capital Advisors
Texas
$918K
GWP
1180
Gateway Wealth Partners
Wisconsin
$907K
VA
1181
VestGen Advisors
Illinois
$907K
BFC
1182
Blue Fin Capital
Rhode Island
$907K
HWM
1183
HighMark Wealth Management
Minnesota
$896K
AFW
1184
Atlantic Family Wealth
Florida
$895K
SFG
1185
Sage Financial Group
Pennsylvania
$894K
FF
1186
Finley Financial
Nevada
$893K
BFA
1187
Beacon Financial Advisory
Ohio
$893K
SFG
1188
Sovereign Financial Group
Connecticut
$887K
SHIM
1189
Stone House Investment Management
Pennsylvania
$887K
HWM
1190
HRC Wealth Management
Idaho
$886K
CCP
1191
Carmel Capital Partners
California
$885K
IPWA
1192
International Private Wealth Advisors
California
$885K
WC
1193
Whitney & Co
New York
$882K
RFA
1194
Reyes Financial Architecture
California
$881K
UB
1195
UMB Bank
Missouri
$879K
WS
1196
Wedbush Securities
California
$875K
HIP
1197
HUB Investment Partners
Texas
$874K
FCP
1198
Fidelis Capital Partners
Florida
$868K
PWA
1199
Portus Wealth Advisors
North Carolina
$867K
AT
1200
American Trust
Kentucky
$866K