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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 %
GC
351
Garde Capital
Washington
$19.8M -$531K -5,350 -3%
BA
352
Ballast Advisors
Minnesota
$19.6M +$659K +6,646 +3%
MWM
353
Modera Wealth Management
New Jersey
$19.4M -$588K -5,928 -3%
SFA
354
Souders Financial Advisors
Ohio
$19.4M +$191K +1,923 +1%
RW
355
Regimen Wealth
Georgia
$19.3M +$729K +7,347 +4%
FIM
356
Freedom Investment Management
Connecticut
$19.1M +$18.5K +186 +0.1%
SAW
357
Signal Advisors Wealth
Michigan
$19.1M -$4.9M -49,361 -20%
PIMG
358
Patriot Investment Management Group
Tennessee
$19.1M -$121K -1,221 -0.6%
FWM
359
Foguth Wealth Management
Michigan
$19.1M -$4.85M -48,846 -20%
EPM
360
Elm Partners Management
Pennsylvania
$18.8M -$5.28M -53,208 -22%
TIA
361
Tiemann Investment Advisors
California
$18.6M +$1.38M +13,882 +8%
LFAS
362
Level Four Advisory Services
Texas
$18.6M -$4.07M -41,018 -18%
KFG
363
Kelly Financial Group
Connecticut
$18.4M +$1.02M +10,283 +6%
FEG
364
Fund Evaluation Group
Ohio
$18.4M -$2.54M -25,634 -12%
NAM
365
NorthCrest Asset Manangement
Minnesota
$18.4M +$160K +1,628 +0.9%
AWS
366
Atria Wealth Solutions
New York
$18.2M -$9.24M -93,403 -34%
AI
367
Atria Investments
North Carolina
$18.2M +$9.36M +94,332 +106%
IA
368
Integrity Alliance
Iowa
$18.1M -$9.29M -93,673 -34%
GC
369
Grimes & Company
Massachusetts
$18.1M +$4.87M +49,045 +37%
TCBWMS
370
Texas Capital Bank Wealth Management Services
Texas
$18M +$1.64M +16,581 +10%
SCM
371
Sheridan Capital Management
California
$18M +$37.2K +375 +0.2%
I2I
372
Insight 2811 Inc
Illinois
$17.9M +$1.38M +13,897 +8%
VT
373
Vise Technologies
New York
$17.9M +$17.9M +179,963 New
DT
374
Diversified Trust
Tennessee
$17.5M -$230K -2,315 -1%
SI
375
Stephens Inc
Arkansas
$17.5M +$8.77M +88,397 +101%
13 14
15
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