AGG icon

iShares Core US Aggregate Bond ETF

2,056 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 285 funds opening new positions, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.31M
Puts
$1.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1376
Fountainhead AM
New Jersey
$684K
EWA
1377
EverSource Wealth Advisors
Alabama
$683K
JESC
1378
J.E. Simmons & Co
Texas
$682K
TFG
1379
Tilson Financial Group
New Jersey
$679K
PP
1380
Postrock Partners
Oregon
$678K
VCP
1381
Verus Capital Partners
Arizona
$675K
PS
1382
Planned Solutions
California
$674K
LFA
1383
Legacy Financial Advisors
Kentucky
$673K
MW
1384
MBL Wealth
North Carolina
$673K
S
1385
SignatureFD
Georgia
$672K
D
1386
Dentgroup
Louisiana
$669K
JCM
1387
Jacobi Capital Management
Pennsylvania
$665K
MAS
1388
Madden Advisory Services
Florida
$663K
RPGK
1389
Retirement Planning Group (Kansas)
Kansas
$663K
VWM
1390
Vigilare Wealth Management
Arizona
$662K
CB
1391
Centennial Bank
Arkansas
$661K
ACM
1392
Aurdan Capital Management
Pennsylvania
$661K
OWM
1393
Opes Wealth Management
California
$659K
IJWM
1394
Inman Jager Wealth Management
Mississippi
$658K
TCM
1395
Traynor Capital Management
Pennsylvania
$658K
PFG
1396
PAX Financial Group
Texas
$656K
BHPW
1397
Box Hill Private Wealth
Arizona
$649K
PWM
1398
PMG Wealth Management
Illinois
$649K
AI
1399
Arvest Investments
Arkansas
$648K
RWIA
1400
Roger Wittlin Investment Advisory
California
$648K