AGG icon

iShares Core US Aggregate Bond ETF

2,056 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 285 funds opening new positions, 986 increasing their positions, 568 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
EPIM
2001
Evelyn Partners Investment Management
$20K
FCMT
2002
Founders Capital Management (Texas)
Texas
$20K
KTC
2003
Kentucky Trust Company
Kentucky
$19.4K
FP
2004
Financial Perspectives
Minnesota
$19K
APW
2005
Aventura Private Wealth
Florida
$18.6K
MCA
2006
McGuire Capital Advisors
Oklahoma
$18.6K
LI
2007
LRI Investments
Florida
$17.6K
MAFA
2008
MJT & Associates Financial Advisory
Minnesota
$16.6K
OC
2009
Optima Capital
Oregon
$16.4K
HHCP
2010
Hilton Head Capital Partners
South Carolina
$16.3K
BC
2011
Barrett & Company
Rhode Island
$15.3K
HC
2012
Hurley Capital
New York
$14.8K
WWA
2013
Wealth Watch Advisors
Colorado
$14.6K
SEP
2014
Signature Equity Partners
Ohio
$14.6K
SCM
2015
Sterling Capital Management
North Carolina
$14K
IWMA
2016
Ironwood Wealth Management (Arizona)
Arizona
$12.6K
PFA
2017
Pillar Financial Advisors
Kentucky
$11.8K
SN
2018
Sittner & Nelson
Oregon
$11.7K
QC
2019
Quent Capital
New York
$11.4K
RS
2020
Rakuten Securities
Japan
$11.2K
MMCM
2021
Murphy & Mullick Capital Management
New York
$10.8K
Deutsche Bank
2022
Deutsche Bank
Germany
$10.8K
LWANC
2023
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.7K
CAM
2024
Costello Asset Management
Pennsylvania
$10.1K
SOW
2025
State of Wyoming
Wyoming
$9.99K