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
EWM
1901
EPG Wealth Management
Georgia
$3.91K
MSWA
1902
Marshall & Sterling Wealth Advisors
New York
$3.91K
TFM
1903
TFC Financial Management
Massachusetts
$3.6K -$188K -1,899 -98%
KWM
1904
Kiker Wealth Management
Georgia
$3.51K +$3.47K +35 New
IWM
1905
IMG Wealth Management
Florida
$3.41K -$4.07K -41 -55%
TIM
1906
Tortoise Investment Management
New York
$3.29K +$397 +4 +14%
GAG
1907
Goodman Advisory Group
Massachusetts
$3.21K +$3.17K +32 New
RFG
1908
REAP Financial Group
Texas
$3.21K +$3.17K +32 New
BWAM
1909
Boyd Watterson Asset Management
Ohio
$3.01K
SC
1910
Solstein Capital
California
$2.91K
FRA
1911
Front Row Advisors
California
$2.71K
LB
1912
Legacy Bridge
Iowa
$2.51K
DWS
1913
Dynamic Wealth Strategies
California
$2.51K -$99 -1 -4%
GWS
1914
Glassman Wealth Services
Virginia
$2.31K -$2.48K -25 -52%
MEG
1915
Millstone Evans Group
Colorado
$2.1K
T2I
1916
Turim 21 Investimentos
Brazil
$2.06K +$2.08K +21 New
WA
1917
WPG Advisers
Maryland
$1.91K
MHIP
1918
Mountain Hill Investment Partners
New Jersey
$1.84K
1NWS
1919
1 North Wealth Services
Maryland
$1.8K -$992 -10 -36%
GC
1920
Gould Capital
Washington
$1.6K -$34.8K -351 -96%
HFS
1921
Hughes Financial Services
Virginia
$1.6K
PWMG
1922
Prestige Wealth Management Group
New Jersey
$1.4K
NRC
1923
New Republic Capital
North Carolina
$1.2K
DPW
1924
DiNuzzo Private Wealth
Pennsylvania
$1.19K -$1.89K -19 -61%
BCM
1925
Blume Capital Management
California
$1.1K +$1.09K +11 New