We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

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: 337382 (+45)

9% more funds holding

Funds holding: 1,9242,094 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1226
Lifeworks Advisors
Michigan
$1.07M +$2.91K +29 +0.3%
TFGT
1227
TS Financial Group (TSFG)
Illinois
$1.06M -$33.6K -335 -3%
DF
1228
Dunhill Financial
United Kingdom
$1.06M
PIA
1229
Perennial Investment Advisors
California
$1.06M +$67.2K +670 +7%
SIS
1230
Sound Income Strategies
Florida
$1.06M +$236K +2,354 +29%
CCA
1231
Childress Capital Advisors
Texas
$1.05M +$138K +1,379 +15%
CFP
1232
Cascade Financial Partners
California
$1.05M -$327K -3,261 -24%
MSK
1233
Melissa S. Kampmann
$1.05M +$10K +100 +1%
CAS
1234
Coppell Advisory Solutions
Texas
$1.04M -$214K -2,137 -17%
NSIM
1235
North Star Investment Management
Illinois
$1.04M +$679K +6,762 +185%
LWL
1236
Leo Wealth LLC
Texas
$1.04M +$488K +4,863 +88%
BCM
1237
Brookmont Capital Management
Texas
$1.03M +$3.11K +31 +0.3%
BCM
1238
BTC Capital Management
Iowa
$1.03M -$1.2K -12 -0.1%
CCP
1239
Carmel Capital Partners
California
$1.03M +$151K +1,505 +17%
SFC
1240
Summit Financial Consulting
Michigan
$1.03M -$101K -1,003 -9%
BPWM
1241
Badgley Phelps Wealth Managers
Washington
$1.03M +$37.4K +373 +4%
SF
1242
Symphony Financial
Texas
$1.02M +$1.03M +10,233 New
EIP
1243
Ellis Investment Partners
Pennsylvania
$1.02M -$22.3K -222 -2%
FOA
1244
Five Oceans Advisors
California
$1.02M +$77.5K +772 +8%
AW
1245
Avion Wealth
Texas
$1.02M -$88.1K -878 -8%
GCA
1246
Genesee Capital Advisors
New York
$1.02M +$223K +2,227 +28%
SHFG
1247
S Harris Financial Group
Texas
$1.01M +$1.02M +10,119 New
SSA
1248
Shepherd Street Advisors
California
$1.01M +$1.01M +10,099 New
NFW
1249
Noble Family Wealth
Florida
$1.01M -$101K -1,009 -9%
SIM
1250
Stratos Investment Management
Ohio
$1.01M +$43.1K +430 +4%