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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 %
FNC
426
First National Corp
Massachusetts
$13.7M +$12.9M +130,289 +1,673%
GEM
427
Global Endowment Management
North Carolina
$13.5M +$4.95M +49,886 +58%
FA
428
Fagan Associates
New York
$13.5M -$112K -1,128 -0.8%
PCA
429
Peddock Capital Advisors
Massachusetts
$13.5M +$229K +2,307 +2%
MCC
430
Money Concepts Capital
Florida
$13.5M +$1.3M +13,124 +11%
HNWAG
431
High Net Worth Advisory Group
Florida
$13.5M -$433K -4,361 -3%
CCWA
432
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.5M -$1.4M -14,152 -9%
PWP
433
PrairieView Wealth Partners
Illinois
$13.4M +$468K +4,722 +4%
MWM
434
Modern Wealth Management
Kansas
$13.3M +$1.02M +10,260 +8%
Loomis, Sayles & Company
435
Loomis, Sayles & Company
Massachusetts
$13.1M +$12.9M +130,331 +6,266%
MFG
436
MidWestOne Financial Group
Iowa
$13.1M +$30.7K +309 +0.2%
CWP
437
Corepath Wealth Partners
Arizona
$13.1M +$494K +5,018 +4%
WHG
438
Westwood Holdings Group
Texas
$13.1M +$975K +9,826 +8%
BEI
439
Benjamin Edwards Inc
Missouri
$13.1M +$4.42M +44,539 +51%
CB
440
Commerce Bank
Missouri
$13.1M +$366K +3,690 +3%
EIP
441
Easterly Investment Partners
Massachusetts
$13M – – –
RF
442
rebel Financial
Ohio
$13M +$13M +131,214 New
TFCP
443
Twin Focus Capital Partners
Massachusetts
$13M +$1.01M +10,198 +8%
CCA
444
Clearwater Capital Advisors
Illinois
$13M -$1.07M -10,780 -8%
CCA
445
Catalyst Capital Advisors
New York
$12.9M +$488K +4,916 +4%
EK
446
Evensky & Katz
Florida
$12.9M -$115K -1,158 -0.9%
GCA
447
Greenwood Capital Associates
South Carolina
$12.9M +$234K +2,363 +2%
APWA
448
Atlas Private Wealth Advisors
New Jersey
$12.9M +$1.73M +17,409 +16%
FA
449
Freestate Advisors
Kansas
$12.4M +$6.11M +61,548 +98%
NC
450
NewSquare Capital
Pennsylvania
$12.3M -$221K -2,225 -2%
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