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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
25.14%
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
+$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 %
WPW
401
Watershed Private Wealth
Illinois
$15.7M -$956K -9,641 -6%
HI
402
Harbour Investments
Wisconsin
$15.7M +$2.55M +25,725 +19%
VFPW
403
Vantage Financial Partners (Wisconsin)
Wisconsin
$15.7M -$6.02M -60,710 -28%
WB
404
Webster Bank
Connecticut
$15.6M +$312K +3,146 +2%
FA
405
Fiducient Advisors
Illinois
$15.3M +$733K +7,390 +5%
PFS
406
Prospera Financial Services
Texas
$15.1M +$94.6K +953 +0.6%
SCP
407
Silverleafe Capital Partners
Tennessee
$15M -$465K -4,685 -3%
CM
408
Cercano Management
Washington
$15M – – –
MWA
409
Motive Wealth Advisors
Michigan
$15M +$328K +3,304 +2%
PFT
410
Providence First Trust
Arizona
$15M -$198K -1,995 -1%
AWA
411
Aquire Wealth Advisors
Utah
$15M +$2.75M +27,709 +22%
SCA
412
Sandy Cove Advisors
Massachusetts
$14.9M +$117K +1,178 +0.8%
FTA
413
Financial & Tax Architects
Missouri
$14.8M -$404K -4,074 -3%
GWSG
414
GPS Wealth Strategies Group
Colorado
$14.8M -$222K -2,234 -1%
E3F
415
Eight 31 Financial
Texas
$14.8M -$1.18M -11,945 -7%
SFA
416
Sequoia Financial Advisors
Ohio
$14.7M -$1.19M -11,989 -8%
SFSG
417
Sound Financial Strategies Group
Mississippi
$14.6M -$618K -6,232 -4%
DCA
418
DSG Capital Advisors
Minnesota
$14.4M +$12.2M +122,653 +549%
TCCP
419
Tide Cove Capital Partners
California
$14.3M +$305K +3,100 +2%
BIG
420
Brooklyn Investment Group
New York
$14.2M +$13.1M +132,528 +1,304%
FCT
421
Family Capital Trust
Massachusetts
$14.1M +$170K +1,709 +1%
IFA
422
Interactive Financial Advisors
Illinois
$13.8M -$543K -5,475 -4%
CWM
423
Calamos Wealth Management
Illinois
$13.8M +$58.8K +593 +0.4%
SHWM
424
Smith & Howard Wealth Management
Georgia
$13.7M -$57M -574,697 -81%
FA
425
FC Advisory
Pennsylvania
$13.7M -$794 -8 -0%
15 16
17
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