We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

2,092 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 310 funds opening new positions, 993 increasing their positions, 570 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $1.44M

220% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 97

74% more repeat investments, than reductions

Existing positions increased: 993 | Existing positions reduced: 570

13% more funds holding in top 10

Funds holding in top 10: 336381 (+45)

9% more funds holding

Funds holding: 1,9232,092 (+169)

3% more capital invested

Capital invested by funds: $116B → $120B (+$3.82B)

0.72% more ownership

Funds ownership: 90.24%90.96% (+0.72%)

Holders
2,092
Holders Change
+169
Holders Change %
+8.79%
% of All Funds
25.46%
Holding in Top 10
381
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.39%
% of All Funds
4.64%
New
310
Increased
993
Reduced
570
Closed
97
Calls
$8.31M
Puts
$1.44M
Net Calls
+$6.87M
Net Calls Change
-$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1776
Brown Wealth Management
Illinois
$257K -$4.82K -48 -2%
CWA
1777
Clearview Wealth Advisors
Oregon
$255K -$37.8K -377 -13%
2WWM
1778
21 West Wealth Management
California
$255K +$256K +2,553 New
CAG
1779
Carroll Advisory Group
Texas
$255K +$256K +2,551 New
BMWS
1780
Brady Martz Wealth Solutions
North Dakota
$254K +$34.2K +341 +15%
SWM
1781
Shepherd Wealth Management
Ohio
$254K +$254K +2,536 New
HAS
1782
HBW Advisory Services
California
$253K +$254K +2,532 New
TWCA
1783
Two West Capital Advisors
Kansas
$250K +$251K +2,505 New
ME
1784
McIlrath & Eck
Washington
$250K +$1.91K +19 +0.8%
EWS
1785
Eagle Wealth Strategies
New Jersey
$250K +$251K +2,501 New
LODC
1786
Lanham O'Dell & Company
West Virginia
$250K
OPA
1787
Old Port Advisors
Maine
$250K -$30K -299 -11%
BO
1788
Bank OZK
Arkansas
$249K
AAM
1789
Ackerman Asset Management
Maryland
$248K +$249K +2,483 New
ZIG
1790
Zullo Investment Group
Pennsylvania
$245K
WA
1791
Wealth Architects
California
$245K +$41.1K +410 +20%
ACA
1792
Adirondack Capital Advisors
New York
$245K +$246K +2,449 New
CFA
1793
Cahill Financial Advisors
Minnesota
$244K +$31.7K +316 +15%
RMAM
1794
Raab & Moskowitz Asset Management
New Jersey
$244K
RAM
1795
Reflection Asset Management
South Carolina
$243K +$244K +2,433 New
WBC
1796
West Branch Capital
Massachusetts
$243K -$95.1K -948 -28%
RWA
1797
Redhawk Wealth Advisors
Minnesota
$242K +$20.3K +202 +9%
WA
1798
WealthTrust Axiom
Pennsylvania
$242K
IBOK
1799
Independence Bank of Kentucky
Kentucky
$242K -$45.2K -450 -16%
MWM
1800
Maltin Wealth Management
New Jersey
$241K +$3.11K +31 +1%