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
BWL
1451
Bogart Wealth LLC
Virginia
$413K
SOS
1452
Silver Oak Securities
Tennessee
$412K
MW
1453
Members Wealth
Pennsylvania
$412K
SSC
1454
Syverson Strege & Co
Iowa
$410K
W
1455
WealthCollab
Washington
$409K
TPWA
1456
Twin Peaks Wealth Advisors
California
$409K
MF
1457
Manuka Financial
Virginia
$409K
EC
1458
EdgeRock Capital
Colorado
$409K
LWMI
1459
Legacy Wealth Management (Idaho)
Idaho
$406K
HCA
1460
Harpswell Capital Advisors
Maine
$402K
NCM
1461
New Capital Management
Texas
$401K
GCL
1462
Gouws Capital LLC
North Carolina
$401K
FRA
1463
Frank Rimerman Advisors
California
$401K
GAB
1464
German American Bancorp
Indiana
$399K
CFG
1465
Carter Financial Group
Illinois
$398K
TCOTS
1466
Trust Company of the South
North Carolina
$397K
CT
1467
Clearstead Trust
Maine
$396K
SSA
1468
SSA Swiss Advisors
$393K
GEA
1469
Glen Eagle Advisors
New Jersey
$393K
CAMG
1470
CWA Asset Management Group
Florida
$393K
ACA
1471
Anchor Capital Advisors
Massachusetts
$391K
CA
1472
Claro Advisors
Massachusetts
$391K
4A
1473
4Wealth Advisors
Illinois
$391K
PAA
1474
Peregrine Asset Advisers
Oregon
$385K
KC
1475
Knuff & Co
California
$381K