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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
25.13%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.66%
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 %
HFO
576
Heritage Family Offices
Arizona
$7.34M – – –
USWG
577
U.S. Wealth Group
New York
$7.34M -$643K -6,485 -8%
JHCP
578
Jackson Hole Capital Partners
Oklahoma
$7.32M +$55K +554 +0.8%
AF
579
Apexium Financial
Texas
$7.29M +$75.7K +763 +1%
CMA
580
Cedar Mountain Advisors
Oregon
$7.24M -$271K -2,733 -4%
PT
581
Plimoth Trust
Massachusetts
$7.2M +$238K +2,403 +3%
GWS
582
Greykasell Wealth Strategies
California
$7.19M +$1.77M +17,872 +33%
DL
583
DOHJ LLC
Washington
$7.18M +$1.71M +17,512 +31%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$7.15M +$76.4K +770 +1%
SAI
585
Systematic Alpha Investments
New Jersey
$7.14M – – –
SWG
586
Summit Wealth Group
Vermont
$7.12M -$2.15M -21,669 -23%
HWA
587
Hillcrest Wealth Advisors
New Jersey
$7.12M -$501K -5,050 -7%
ASW
588
Astoria Strategic Wealth
Texas
$7.11M -$46K -464 -0.6%
RIA
589
Regal Investment Advisors
Michigan
$7.08M -$21.8K -220 -0.3%
Invesco
590
Invesco
Georgia
$7.05M -$1.14M -11,500 -14%
BWG
591
Boomfish Wealth Group
Georgia
$7.03M +$436K +4,393 +7%
IAS
592
Insigneo Advisory Services
Florida
$7.02M +$39.3K +396 +0.6%
THL
593
Tillman Hartley LLC
Colorado
$7.01M -$1.43M -14,429 -17%
MWC
594
MKD Wealth Coaches
Michigan
$6.99M -$202K -2,039 -3%
CSB
595
City State Bank
Iowa
$6.94M -$352K -3,550 -5%
SAM
596
Smartleaf Asset Management
Massachusetts
$6.91M +$191K +1,930 +3%
EFG
597
Erickson Financial Group
Pennsylvania
$6.91M +$109K +1,100 +2%
HFS
598
Heritage Financial Services
Massachusetts
$6.84M -$304K -3,069 -4%
ECM
599
Exchange Capital Management
Michigan
$6.84M +$265K +2,670 +4%
DCM
600
Donaldson Capital Management
Indiana
$6.82M +$745K +7,507 +12%
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