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
Holders
2,092
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
381
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
CWM
2001
Copia Wealth Management
Oregon
$33.1K
RBC
2002
Roble Belko & Company
Pennsylvania
$33K
DFA
2003
DHJJ Financial Advisors
Illinois
$32.5K
CWM
2004
Consultiva Wealth Management
Puerto Rico
$31.7K
JAM
2005
JCIC Asset Management
Ontario, Canada
$31.5K
BMC
2006
Bear Mountain Capital
Washington
$31.2K
HIA
2007
Harbor Investment Advisory
Maryland
$31.2K
EWA
2008
Elevate Wealth Advisory
Georgia
$31.1K
MCM
2009
Manchester Capital Management
Vermont
$31K
BCPWM
2010
Bradley & Co Private Wealth Management
Florida
$30.2K
PAIM
2011
Punch & Associates Investment Management
Minnesota
$30K
WAG
2012
Wiser Advisor Group
Arizona
$29.1K
SHF
2013
Safe Harbor Fiduciary
Florida
$29.1K
FCAS
2014
First Command Advisory Services
Texas
$27.8K
LWCFA
2015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.3K
GTAM
2016
Global Trust Asset Management
Florida
$27.2K
ADL
2017
Asset Dedication LLC
California
$27.1K
MFP
2018
Meramec Financial Planners
Missouri
$26.6K
CA
2019
Cresta Advisors
Texas
$25.5K
BA
2020
Blueline Advisors
New Hampshire
$25.1K
VNA
2021
Valley National Advisers
Pennsylvania
$25K
SA
2022
SRH Advisors
Kansas
$25K
PCM
2023
Palouse Capital Management
Washington
$24.3K
VWM
2024
Vermillion Wealth Management
Minnesota
$23.7K
HIA
2025
HFM Investment Advisors
New Jersey
$23.7K