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
PWM
1301
PMG Wealth Management
Illinois
$651K
MAM
1302
Milestone Asset Management
Pennsylvania
$651K
HP
1303
Hilltop Partners
Indiana
$651K
LA
1304
Latitude Advisors
Florida
$649K
CA
1305
Cambridge Advisors
Nebraska
$647K
PFG
1306
PAX Financial Group
Texas
$642K
PP
1307
Patten & Patten
Tennessee
$638K
SIMG
1308
Sonora Investment Management Group
Arizona
$630K
CSPIA
1309
Cary Street Partners Investment Advisory
Virginia
$628K
CWM
1310
Cornerstone Wealth Management
Missouri
$627K
RWM
1311
Rialto Wealth Management
New York
$626K
WWM
1312
Woodside Wealth Management
Massachusetts
$626K
BCP
1313
Berkeley Capital Partners
Georgia
$625K
PC
1314
Prairiewood Capital
North Dakota
$625K
T
1315
TrueFG
Texas
$624K
BWP
1316
Bernardo Wealth Planning
Pennsylvania
$623K
FNWM
1317
Financial Network Wealth Management
Utah
$623K
MAM
1318
MMA Asset Management
Pennsylvania
$623K
AF
1319
Abound Financial
California
$621K
PGFC
1320
Peapack-Gladstone Financial Corp
New Jersey
$621K
Bank Julius Baer & Co
1321
Bank Julius Baer & Co
Switzerland
$619K
NP
1322
NorthRock Partners
Minnesota
$618K
CA
1323
Crewe Advisors
Utah
$617K
EWM
1324
Elevatus Welath Management
New York
$615K
UFA
1325
Uptown Financial Advisors
Texas
$614K