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
LFA
1976
Longview Financial Advisors
Alabama
$20.4K
TF
1977
Tompkins Financial
New York
$20.3K
IRC
1978
Investors Research Corp
Georgia
$20.2K
HHCP
1979
Hilton Head Capital Partners
South Carolina
$20.2K
TLA
1980
Tanglewood Legacy Advisors
Texas
$20.1K
OL
1981
one8zero8 LLC
North Carolina
$19.9K
FCMT
1982
Founders Capital Management (Texas)
Texas
$19.9K
EPIM
1983
Evelyn Partners Investment Management
$19.9K
SMBT
1984
Southern Michigan Bank & Trust
Michigan
$19.9K
KTC
1985
Kentucky Trust Company
Kentucky
$19.3K
MFT
1986
Moisand Fitzgerald Tamayo
Florida
$18.5K
APW
1987
Aventura Private Wealth
Florida
$18.5K
FP
1988
Financial Perspectives
Minnesota
$17.9K
LI
1989
LRI Investments
Florida
$17.5K
S
1990
Sachetta
Massachusetts
$16.4K
PCFFS
1991
Pacific Center for Financial Services
California
$16.3K
MAFA
1992
MJT & Associates Financial Advisory
Minnesota
$16.1K
LB
1993
Legacy Bridge
Iowa
$15.7K
BC
1994
Barrett & Company
Rhode Island
$15.2K
WFA
1995
Wells Financial Advisors
Massachusetts
$14.1K
SCM
1996
Sterling Capital Management
North Carolina
$14K
MIM
1997
MTM Investment Management
South Carolina
$13.9K
MWC
1998
MBM Wealth Consultants
Missouri
$13.8K
NWM
1999
Nova Wealth Management
Florida
$12.5K
IWMA
2000
Ironwood Wealth Management (Arizona)
Arizona
$11.6K