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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 %
GSWM
301
Golden State Wealth Management
California
$25.5M +$974K +9,815 +4%
HI
302
Horizon Investments
North Carolina
$25.3M +$690K +7,000 +3%
HWA
303
Heartwood Wealth Advisors
Virginia
$25.3M -$67.8K -683 -0.3%
MCM
304
MV Capital Management
Maryland
$25.1M -$381K -3,845 -1%
VWA
305
Visionary Wealth Advisors
Illinois
$25.1M +$1.89M +19,095 +8%
CWMK
306
Caliber Wealth Management (Kansas)
Kansas
$25M +$14.6M +147,154 +140%
OWA
307
Octavia Wealth Advisors
Ohio
$24.8M +$579K +5,832 +2%
EFM
308
Eley Financial Management
Vermont
$24.7M -$171K -1,719 -0.7%
PA
309
Parallel Advisors
California
$24.5M -$33.1K -334 -0.1%
NW
310
NewEdge Wealth
Pennsylvania
$24.5M +$1.3M +13,084 +6%
BCG
311
BayBridge Capital Group
California
$24.4M +$253K +2,546 +1%
BOH
312
Bank of Hawaii
Hawaii
$24.3M +$625K +6,304 +3%
GGS
313
Galvin Gaustad & Stein
Arizona
$24.3M -$2.01M -20,223 -8%
PFA
314
Pure Financial Advisors
California
$24.3M +$967K +9,745 +4%
MAM
315
Madison Asset Management
Wisconsin
$24M +$492K +4,963 +2%
MAM
316
Marquette Asset Management
Minnesota
$24M -$9.02M -90,912 -27%
SF
317
Summit Financial
New Jersey
$23.9M -$597K -6,015 -2%
FD
318
Financial Designs
California
$23.7M -$113K -1,138 -0.5%
MTC
319
Matrix Trust Company
Colorado
$23.7M +$316K +3,189 +1%
CAM
320
Cresset Asset Management
Illinois
$23.7M -$2.72M -27,452 -10%
DIP
321
DT Investment Partners
Pennsylvania
$23.6M -$1.21M -12,157 -5%
Citadel Advisors
322
Citadel Advisors
Florida
$23.6M -$116M -1,164,570 -83%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$23.1M -$3.99M -38,510 -15%
CFP
324
Catalyst Financial Partners
Massachusetts
$23.1M +$3.47M +35,003 +18%
CC
325
Cultivar Capital
Texas
$23M +$327K +3,297 +1%
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