AGG icon

iShares Core US Aggregate Bond ETF

1,890 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 839 increasing their positions, 735 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
350
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.8M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1326
Wealthedge Investment Advisors
New York
$603K
BL
1327
BFSG LLC
California
$599K
TVAMP
1328
Tennessee Valley Asset Management Partners
Tennessee
$599K
EWA
1329
ERTS Wealth Advisors
Michigan
$597K
OWA
1330
Oak Wealth Advisors
Illinois
$596K
CAMG
1331
CWA Asset Management Group
Florida
$593K
T
1332
TrueFG
Texas
$590K
FPGT
1333
Financial Partners Group (Tennessee)
Tennessee
$588K
EWS
1334
Evergreen Wealth Solutions
Pennsylvania
$585K
WTC
1335
WhitTier Trust Company
Nevada
$583K
VCP
1336
Verus Capital Partners
Arizona
$581K
BWP
1337
BlueStem Wealth Partners
Minnesota
$580K
GFA
1338
Gallagher Fiduciary Advisors
Illinois
$576K
PFG
1339
PAX Financial Group
Texas
$575K
MAS
1340
Madden Advisory Services
Florida
$569K
SGWM
1341
Sterling Group Wealth Management
California
$565K
AAMC
1342
Asset Allocation & Management Company
Illinois
$565K
PWS
1343
Peterson Wealth Services
Utah
$564K
PIFP
1344
Partners in Financial Planning
Virginia
$563K
GSIAS
1345
Garden State Investment Advisory Services
New Jersey
$562K
SOS
1346
Silver Oak Securities
Tennessee
$560K
PC
1347
Prairiewood Capital
North Dakota
$560K
BHB
1348
Bank Hapoalim BM
Israel
$554K
SFS
1349
Summit Financial Strategies
Ohio
$553K
SCM
1350
Seascape Capital Management
New Hampshire
$547K