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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 %
HCC
601
Hirtle Callaghan & Co
Pennsylvania
$6.78M -$4.42M – –
AWM
602
Accurate Wealth Management
Florida
$6.77M +$273K +2,769 +4%
MWA
603
MN Wealth Advisors
Kansas
$6.74M +$3.19M +32,201 +90%
APW
604
Acima Private Wealth
Virginia
$6.74M -$800K -8,065 -11%
MSAGDF
605
Moneda SA Administradora General de Fondos
Chile
$6.72M -$803K -8,099 -11%
SIA
606
Sovereign Investment Advisors
Arizona
$6.71M +$307K +3,096 +5%
CWM
607
CIBC World Markets
New York
$6.71M +$44.8K +452 +0.7%
PFG
608
Pinnacle Financial Group
Illinois
$6.68M +$159K +1,602 +2%
EIA
609
Eldridge Investment Advisors
New Hampshire
$6.67M -$665K -6,722 -9%
LWM
610
Lionsbridge Wealth Management
Florida
$6.64M +$218K +2,198 +3%
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.6M -$1.78M -17,965 -21%
NFG
612
Northeast Financial Group
Pennsylvania
$6.54M +$1.01M +10,230 +18%
TC
613
Toews Corporation
New Jersey
$6.53M +$358K +3,611 +6%
RPA
614
Redwood Park Advisors
California
$6.53M +$299K +3,014 +5%
IAN
615
Integrated Advisors Network
Texas
$6.48M -$2.81M -28,299 -30%
AF
616
Arrow Financial
New York
$6.48M -$192K -1,935 -3%
TA
617
TPG Advisors
Illinois
$6.45M +$357K +3,601 +6%
RWM
618
RKL Wealth Management
Pennsylvania
$6.43M +$1.36M +13,709 +27%
PA
619
PFW Advisors
Georgia
$6.39M -$73.9K -745 -1%
AI
620
Arrien Investments
Idaho
$6.38M -$172K -1,733 -3%
LW
621
Linscomb Wealth
Texas
$6.36M +$6.25K +63 +0.1%
SFC
622
Strategic Financial Concepts
Texas
$6.31M +$2.07M +20,910 +49%
AG
623
AlTi Global
New York
$6.26M +$710K +7,169 +13%
NGA
624
Naples Global Advisors
Florida
$6.22M +$172K +1,733 +3%
GAM
625
Gemmer Asset Management
California
$6.22M -$259K -2,608 -4%
23 24
25
26 27