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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 %
AWM
551
Act Wealth Management
Texas
$8.29M +$89.7K +904 +1%
RCAG
552
Rehmann Capital Advisory Group
Michigan
$8.21M -$1.61M -16,239 -16%
CPIG
553
Chicago Partners Investment Group
Illinois
$8.2M -$3.24M -32,926 -28%
WF
554
Wayfinding Financial
Washington
$8.19M +$1.85M +18,684 +29%
NB
555
NBT Bank
New York
$8.18M +$171K +1,726 +2%
EP
556
EPIQ Partners
Minnesota
$8.13M +$390K +3,928 +5%
AFP
557
Ausdal Financial Partners
Iowa
$8.08M -$328K -3,310 -4%
WIM
558
Westside Investment Management
California
$8.02M +$211K +2,131 +3%
JWS
559
Juncture Wealth Strategies
Arizona
$8M +$188K +1,896 +2%
RA
560
RFG Advisory
Alabama
$8M +$5.85M +58,944 +272%
FWI
561
Facet Wealth Inc
Maryland
$8M -$838K -8,502 -9%
CTA
562
Chesley Taft & Associates
Illinois
$7.99M +$75.4K +760 +1%
KPWG
563
KFA Private Wealth Group
Virginia
$7.93M +$80.3K +809 +1%
CF
564
Copperwynd Financial
Arizona
$7.85M +$3.94M +39,688 +100%
RW
565
REDW Wealth
New Mexico
$7.78M -$485K -4,894 -6%
AWM
566
AE Wealth Management
Kansas
$7.75M -$1.11M -11,186 -13%
SWTS
567
Stonehaven Wealth & Tax Solutions
Wisconsin
$7.68M +$298K +3,007 +4%
DW
568
Durante & Waters
New York
$7.62M -$109K -1,095 -1%
Kayne Anderson Rudnick Investment Management
569
Kayne Anderson Rudnick Investment Management
California
$7.55M -$186K -1,871 -2%
MF
570
Midwestern Financial
Iowa
$7.51M +$7.51M +75,693 New
LP
571
LGL Partners
Pennsylvania
$7.46M -$1.29M -12,980 -15%
MM
572
Main Management
California
$7.46M +$38.8K +391 +0.5%
BWA
573
BlueSky Wealth Advisors
North Carolina
$7.4M -$743K -7,491 -9%
DC
574
Destiny Capital
Colorado
$7.36M +$120K +1,205 +2%
ATFA
575
All Terrain Financial Advisors
Minnesota
$7.34M +$303K +3,057 +4%
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