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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,875 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 836 increasing their positions, 728 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,875
Holders Change
-24
Holders Change %
-1.26%
% of All Funds
25.13%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.66%
New
120
Increased
836
Reduced
728
Closed
104
Calls
$20.8M
Puts
$12.9M
Net Calls
+$7.98M
Net Calls Change
-$1.72M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$984M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$668M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568M
4
BlackRock
BlackRock
New York
+$527M
5
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
+$510M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$479M
2
Raymond James Financial
Raymond James Financial
Florida
-$393M
3
FMI
Factory Mutual Insurance
Massachusetts
-$301M
4
JHU
Johns Hopkins University
Maryland
-$153M
5
Citadel Advisors
Citadel Advisors
Florida
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
251
BOK Financial
Oklahoma
$33.1M -$316K -3,183 -0.9%
KOC
252
Koss-Olinger Consulting
Florida
$33.1M -$1.02M -10,316 -3%
BWCS
253
Beirne Wealth Consulting Services
Connecticut
$33.1M -$12.7M -127,918 -28%
LI
254
LVZ Inc
Michigan
$33M +$238K +2,397 +0.7%
AssetMark Inc
255
AssetMark Inc
California
$32.9M -$34.5M -347,381 -51%
FMC
256
First Merchants Corp
Indiana
$32.9M -$1.85M -18,684 -5%
BFA
257
Bright Financial Advisors
Michigan
$32.7M +$275K +2,772 +0.8%
DWM
258
Dakota Wealth Management
Florida
$32.7M +$3.39M +34,137 +12%
ST
259
Smithfield Trust
Pennsylvania
$32M +$1.3M +13,099 +4%
BDF
260
Black Diamond Financial
Maryland
$32M -$4.21M -42,489 -12%
Principal Financial Group
261
Principal Financial Group
Iowa
$31.5M +$15.4M +155,205 +96%
UBV
262
United Bank (Virginia)
Virginia
$31.1M +$88.2K +889 +0.3%
SAI
263
Savvy Advisors Inc
New York
$30.9M +$26M +261,662 +524%
TCM
264
Towercrest Capital Management
Pennsylvania
$30.6M -$400K -4,034 -1%
AF
265
Advisornet Financial
Minnesota
$30.2M +$1.39M +14,061 +5%
GVAG
266
Great Valley Advisor Group
Delaware
$29.9M -$4.37M -44,035 -13%
UW
267
Unique Wealth
Florida
$29.6M +$938K +9,455 +3%
EPP
268
ETF Portfolio Partners
Kansas
$29.5M -$225K -2,273 -0.8%
CFFNO
269
Common Fund For Nonprofit Organizations
Connecticut
$29.4M +$8.88M +89,467 +43%
FBT
270
First Bank & Trust
South Dakota
$29.2M +$1.73M +17,398 +6%
PWM
271
Perigon Wealth Management
California
$29.2M +$2.63M +26,462 +10%
SWM
272
Spire Wealth Management
Virginia
$29.1M -$3.99M -40,495 -12%
FCIM
273
Fairview Capital Investment Management
California
$28.8M -$303K -3,051 -1%
HW
274
Hancock Whitney
Mississippi
$28.7M +$987K +9,948 +4%
WA
275
Waverly Advisors
Alabama
$28.6M -$897K -9,040 -3%
9 10
11
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