AGG icon

iShares Core US Aggregate Bond ETF

2,044 hedge funds and large institutions have $120B invested in iShares Core US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 985 increasing their positions, 684 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

2% less funds holding

Funds holding: 2,0872,044 (-43)

4.03% less ownership

Funds ownership: 90.95%86.91% (-4%)

100% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $1.24B

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
378
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.47M
Puts
$1.24B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1926
Basepoint Wealth
Iowa
$60.9K
CJ
1927
Caitlin John
Michigan
$60.9K
IAS
1928
IMA Advisory Services
Colorado
$60K
EA
1929
Evolution Advisers
Virginia
$59K
GTAM
1930
Global Trust Asset Management
Florida
$54.3K
NWM
1931
Navigoe Wealth Management
California
$53K
MNA
1932
Manning & Napier Advisors
New York
$46.8K
ACA
1933
American Capital Advisory
Idaho
$45.1K
FFA
1934
Frazier Financial Advisors
Ohio
$44.8K
KC
1935
Knuff & Co
California
$44.7K
ETS
1936
ESL Trust Services
New York
$41.7K
SEP
1937
Signature Equity Partners
Ohio
$41K
C
1938
Covestor
United Kingdom
$40K
FCAS
1939
First Command Advisory Services
Texas
$39.7K
CF
1940
Collier Financial
Colorado
$38.1K
CAM
1941
Chesapeake Asset Management
New York
$36.4K
KCM
1942
Key Capital Management
Tennessee
$36.4K
MIM
1943
Marshall Investment Management
Colorado
$35.4K
SC
1944
Steph & Co
Wisconsin
$33.8K
RBC
1945
Roble Belko & Company
Pennsylvania
$33K
CWM
1946
Copia Wealth Management
Oregon
$32.9K
GI
1947
GAMMA Investing
California
$32.4K
EWA
1948
Elevate Wealth Advisory
Georgia
$32.4K
DFA
1949
DHJJ Financial Advisors
Illinois
$32.3K
AC
1950
AlphaCore Capital
California
$32.3K