AGG icon

iShares Core US Aggregate Bond ETF

2,030 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 267 funds opening new positions, 984 increasing their positions, 563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
364
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
CD
1476
Chapin Davis
Maryland
$491K
PWC
1477
PYA Waltman Capital
Tennessee
$489K
OFS
1478
OneAscent Financial Services
Alabama
$486K
PFG
1479
Putney Financial Group
California
$484K
BEC
1480
Blue Edge Capital
Virginia
$478K
RBC
1481
Romano Brothers & Co
Illinois
$477K
MA
1482
MCF Advisors
Kentucky
$475K
DQRIM
1483
Dale Q Rice Investment Management
Washington
$472K
NCM
1484
Northwest Capital Management
Oregon
$472K
BRM
1485
Boston Research & Management
Massachusetts
$471K
BIS
1486
BG Investment Services
Guam
$471K
AT
1487
American Trust
Kentucky
$469K
HHGA
1488
Halbert Hargrove Global Advisors
California
$467K
TYCC
1489
Texas Yale Capital Corp
Florida
$465K
GPW
1490
Gray Private Wealth
Massachusetts
$463K
CCFM
1491
Clear Creek Financial Management
Washington
$463K
TWM
1492
TSA Wealth Management
Texas
$461K
RCG
1493
Ridge Creek Global
Ohio
$460K
ACGA
1494
Atlanta Consulting Group Advisors
Georgia
$460K
SWA
1495
Strategies Wealth Advisors
Michigan
$459K
LWMI
1496
Legacy Wealth Management (Idaho)
Idaho
$458K
CWA
1497
Crusonia Wealth Advisors
Colorado
$455K
MAM
1498
Milestone Asset Management
Pennsylvania
$452K
CFS
1499
Coordinated Financial Services
Colorado
$452K
CA
1500
Continuum Advisory
Idaho
$448K