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
AWM
201
Abound Wealth Management
Tennessee
$42.2M +$1.49M +15,038 +4%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$42M +$1.93M +19,471 +5%
MCM
203
MAI Capital Management
Ohio
$41.9M +$6.37M +64,159 +18%
LFS
204
Legacy Financial Strategies
Kansas
$41.8M +$1.78M +17,969 +5%
MWM
205
MTC Wealth Management
Florida
$41.7M -$248K -2,500 -0.6%
DWM
206
Dakota Wealth Management
Florida
$41.4M +$8.33M +83,911 +25%
AG
207
Ascent Group
Virginia
$41.4M +$189K +1,900 +0.5%
EH
208
Equitable Holdings
New York
$41.2M +$735K +7,405 +2%
FPCP
209
Fort Point Capital Partners
California
$41.2M +$2.04M +20,513 +5%
CM
210
Cornerstone Management
Georgia
$41.1M +$3.98M +40,119 +11%
EI
211
eCIO Inc
Wisconsin
$41M +$2.71M +27,351 +7%
CFFNO
212
Common Fund For Nonprofit Organizations
Connecticut
$41M +$11.1M +112,111 +38%
SPP
213
Single Point Partners
Massachusetts
$41M +$856K +8,627 +2%
VA
214
Vestwell Advisors
New York
$40.9M
VC
215
Vicus Capital
Pennsylvania
$40.7M -$1.68M -16,959 -4%
DFC
216
DB Fitzpatrick & Co
Idaho
$40.7M -$551K -5,558 -1%
AFAS
217
Acorn Financial Advisory Services
Virginia
$40.6M +$1.33M +13,361 +3%
FHA
218
Flagship Harbor Advisors
Massachusetts
$40.6M +$3.14M +31,644 +8%
AIA
219
Arbor Investment Advisors
North Carolina
$40.4M +$346K +3,491 +0.9%
TWA
220
Tandem Wealth Advisors
Arizona
$40.3M +$2.78M +28,056 +7%
GRP
221
Global Retirement Partners
California
$40M +$1.58M +15,948 +4%
MOS
222
MGO One Seven
Ohio
$39.7M +$38.5M +387,954 +5,031%
BDF
223
Black Diamond Financial
Maryland
$39.6M +$7.13M +71,892 +22%
COI
224
Connable Office Inc
Michigan
$39.4M -$846K -8,524 -2%
PCG
225
Prosperity Consulting Group
Maryland
$39M +$1.08M +10,899 +3%