AGG icon

iShares Core US Aggregate Bond ETF

2,028 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, 562 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,028
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
CWA
1726
Clearview Wealth Advisors
Oregon
$255K
2WWM
1727
21 West Wealth Management
California
$255K
CAG
1728
Carroll Advisory Group
Texas
$255K
BMWS
1729
Brady Martz Wealth Solutions
North Dakota
$254K
SWM
1730
Shepherd Wealth Management
Ohio
$254K
HAS
1731
HBW Advisory Services
California
$253K
TWCA
1732
Two West Capital Advisors
Kansas
$250K
ME
1733
McIlrath & Eck
Washington
$250K
EWS
1734
Eagle Wealth Strategies
New Jersey
$250K
LODC
1735
Lanham O'Dell & Company
West Virginia
$250K
OPA
1736
Old Port Advisors
Maine
$250K
BO
1737
Bank OZK
Arkansas
$249K
AAM
1738
Ackerman Asset Management
Maryland
$248K
ZIG
1739
Zullo Investment Group
Pennsylvania
$245K
WA
1740
Wealth Architects
California
$245K
ACA
1741
Adirondack Capital Advisors
New York
$245K
CFA
1742
Cahill Financial Advisors
Minnesota
$244K
RMAM
1743
Raab & Moskowitz Asset Management
New Jersey
$244K
WBC
1744
West Branch Capital
Massachusetts
$243K
RWA
1745
Redhawk Wealth Advisors
Minnesota
$242K
WA
1746
WealthTrust Axiom
Pennsylvania
$242K
IBOK
1747
Independence Bank of Kentucky
Kentucky
$242K
MWM
1748
Maltin Wealth Management
New Jersey
$241K
MFC
1749
Morris Financial Concepts
South Carolina
$240K
LTAS
1750
Linden Thomas Advisory Services
North Carolina
$238K