AGG icon

iShares Core US Aggregate Bond ETF

2,037 hedge funds and large institutions have $120B invested in iShares Core US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 984 increasing their positions, 681 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

2% less funds holding

Funds holding: 2,0852,037 (-48)

4.04% less ownership

Funds ownership: 90.95%86.91% (-4%)

100% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.24B

Holders
2,037
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
377
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.47M
Puts
$1.24B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1451
Beacon Financial Group
Texas
$522K
PG
1452
Proffitt & Goodson
Tennessee
$522K
BWL
1453
Bogart Wealth LLC
Virginia
$521K
PAM
1454
Palisade Asset Management
Minnesota
$519K
GFA
1455
Gallagher Fiduciary Advisors
Illinois
$518K
WSC
1456
Wellington Shields & Co
New York
$518K
BRIA
1457
Balanced Rock Investment Advisors
Massachusetts
$517K
GA
1458
GFS Advisors
Texas
$516K
CA
1459
Continuum Advisory
Idaho
$515K
WF
1460
Warner Financial
Maryland
$515K
LWA
1461
Lantern Wealth Advisors
New York
$513K
SWM
1462
Selective Wealth Management
Virginia
$510K
BWP
1463
BlueStem Wealth Partners
Minnesota
$508K
RWIA
1464
Roger Wittlin Investment Advisory
California
$507K
HWA
1465
Heritage Wealth Advisors
Virginia
$498K
CD
1466
Chapin Davis
Maryland
$497K
PBO
1467
Peoples Bank (Ohio)
Ohio
$496K
GCA
1468
Gradient Capital Advisors
California
$494K
HP
1469
Hilltop Partners
Indiana
$493K
AC
1470
Attessa Capital
Arizona
$489K
LCP
1471
Larch Capital Partners
Florida
$488K
SCP
1472
Stevens Capital Partners
Nebraska
$487K
SFS
1473
Summit Financial Strategies
Ohio
$486K
CSPIA
1474
Cary Street Partners Investment Advisory
Virginia
$486K
FWP
1475
Firethorn Wealth Partners
Georgia
$486K