We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

1,924 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 156 funds opening new positions, 959 increasing their positions, 594 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.08M

61% more repeat investments, than reductions

Existing positions increased: 959 | Existing positions reduced: 594

59% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,9031,924 (+21)

1% less capital invested

Capital invested by funds: $117B → $116B (-$940M)

2.91% less ownership

Funds ownership: 93.16%90.25% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 353337 (-16)

Holders
1,924
Holders Change
+21
Holders Change %
+1.1%
% of All Funds
25.26%
Holding in Top 10
337
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.53%
% of All Funds
4.42%
New
156
Increased
959
Reduced
594
Closed
98
Calls
$17.8M
Puts
$2.08M
Net Calls
+$15.7M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
1676
Brown Brothers Harriman & Co
New York
$231K +$228K +2,300 New
ESB
1677
Essex Savings Bank
Connecticut
$231K
PMA
1678
Prudent Man Advisors
Illinois
$230K
FDW
1679
Fourth Dimension Wealth
Ohio
$230K -$4.66K -47 -2%
EP
1680
Essential Planning
New Hampshire
$229K +$298 +3 +0.1%
FW
1681
FullCircle Wealth
Texas
$228K +$695 +7 +0.3%
SCM
1682
Spreng Capital Management
Ohio
$227K -$24.8K -250 -10%
FFA
1683
Founders Financial Alliance
North Carolina
$227K +$156K +1,569 +226%
KPP
1684
Kings Path Partners
Texas
$227K +$14K +141 +7%
BPC
1685
Banque Pictet & Cie
Switzerland
$227K
NIWA
1686
New Insight Wealth Advisors
California
$225K -$44.3K -446 -17%
SWM
1687
SilverOak Wealth Management
Minnesota
$224K +$6.65K +67 +3%
VPP
1688
Vertex Planning Partners
Illinois
$223K +$221K +2,227 New
RWA
1689
Redhawk Wealth Advisors
Minnesota
$223K +$595 +6 +0.3%
PWP
1690
Pursue Wealth Partners
California
$223K
BCMLT
1691
Beacon Capital Management LLC (Tennessee)
Tennessee
$222K
HIIFS
1692
Harel Insurance Investments & Financial Services
Israel
$222K -$2.28K -23 -1%
3AM
1693
3EDGE Asset Management
Florida
$222K
BMWS
1694
Brady Martz Wealth Solutions
North Dakota
$221K +$219K +2,206 New
HCM
1695
Hengehold Capital Management
Ohio
$220K -$20.2K -204 -8%
PA
1696
Promethium Advisors
Maryland
$220K -$46.8K -472 -18%
PWS
1697
Precision Wealth Strategies
Missouri
$219K -$23.7K -239 -10%
PA
1698
Planning Alternatives
Michigan
$218K +$216K +2,177 New
CA
1699
Cornerstone Advisory
Maryland
$218K -$54.4K -548 -20%
DWP
1700
Destiny Wealth Partners
Florida
$217K