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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
25.15%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.67%
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
$4.36B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$14.4B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.38B
4
BlackRock
BlackRock
New York
$4.93B
5
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.88B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.61B
2
Raymond James Financial
Raymond James Financial
Florida
$7.67B
3
FMI
Factory Mutual Insurance
Massachusetts
$224M
4
JHU
Johns Hopkins University
Maryland
$1.16B
5
Citadel Advisors
Citadel Advisors
Florida
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
276
Onyx Bridge Wealth Group
New York
$28.5M +$6.74M +67,944 +31%
TWM
277
Tanager Wealth Management
United Kingdom
$28.4M -$5.86M -59,034 -17%
AL
278
Aspiriant LLC
California
$28.3M +$15.8M +159,084 +126%
GFWA
279
Grey Fox Wealth Advisors
Delaware
$28.1M -$615K -6,200 -2%
WIA
280
World Investment Advisors
California
$28M +$1.61M +16,244 +6%
SC
281
Syon Capital
California
$27.9M +$5.52M +55,666 +25%
CIA
282
Concurrent Investment Advisors
Florida
$27.9M +$4.64M +46,821 +20%
GBI
283
GP Brinson Investments
Illinois
$27.8M – – –
Lazard Asset Management
284
Lazard Asset Management
New York
$27.7M -$26.5M – –
LWA
285
Lineweaver Wealth Advisors
Ohio
$27.6M +$1.93M +19,446 +8%
FHC
286
Fort Henry Capital
West Virginia
$27.5M +$167K +1,684 +0.6%
PA
287
Parkside Advisors
California
$27.1M +$467K +4,708 +2%
TCM
288
TD Capital Management
Tennessee
$27.1M -$439K -4,422 -2%
PFM
289
Phillips Financial Management
Indiana
$27M -$409K -4,127 -1%
CIP
290
Capital Insight Partners
Arizona
$26.9M -$3.08M -31,041 -10%
BIAS
291
Beacon Investment Advisory Services
New Jersey
$26.7M +$2.4M +24,164 +10%
LPT
292
Legacy Private Trust
Wisconsin
$26.6M -$2.37M -23,841 -8%
Man Group
293
Man Group
United Kingdom
$26.5M -$4.43M -44,672 -14%
FFS
294
Founders Financial Securities
Maryland
$26.5M -$484K -4,881 -2%
NMIMC
295
Northwestern Mutual Investment Management Company
Wisconsin
$26.3M -$3.23M -32,563 -11%
WI
296
WrapManager Inc
California
$26.2M +$2.37M +23,934 +10%
Brown Advisory
297
Brown Advisory
Maryland
$26.2M +$5.58M +56,205 +27%
HCM
298
Hudson Capital Management
New Jersey
$26.1M -$413K -4,166 -2%
FG
299
Fiduciary Group
Georgia
$25.5M +$2.58M +26,007 +11%
RFC
300
Regions Financial Corp
Alabama
$25.5M +$259K +2,613 +1%
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