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
MA
1476
Montag & Associates
Georgia
$365K
TCG
1477
Transcendent Capital Group
Oklahoma
$365K
CIR
1478
Clear Investment Research
Georgia
$365K
SIS
1479
Strategic Investment Solutions
Illinois
$364K
S
1480
Sachetta
Massachusetts
$364K
WAL
1481
W Advisors LLC
Tennessee
$364K
SEIA
1482
Signature Estate & Investment Advisors
California
$363K
CBA
1483
Coastal Bridge Advisors
Connecticut
$363K
NSIM
1484
North Star Investment Management
Illinois
$361K
NG
1485
Northstar Group
New York
$360K
SPA
1486
Sentinel Pension Advisors
Massachusetts
$360K
CA
1487
Claro Advisors
Massachusetts
$360K
GT
1488
Greenleaf Trust
Michigan
$358K
MCWA
1489
Meadow Creek Wealth Advisors
Georgia
$358K
PJWM
1490
Philip James Wealth Mangement
Georgia
$357K
PSA
1491
Plum Street Advisors
Louisiana
$357K
CAL
1492
Capital Advisors Ltd
Ohio
$357K
EWM
1493
Elevatus Welath Management
New York
$356K
SWP
1494
Semus Wealth Partners
Florida
$355K
MWM
1495
MGB Wealth Management
Texas
$354K
SF
1496
Strategent Financial
Virginia
$353K
PRA
1497
Pine Ridge Advisers
New York
$351K
CWS
1498
Cypress Wealth Services
California
$350K
AAS
1499
Annex Advisory Services
Wisconsin
$349K
WA
1500
WP Advisors
California
$349K