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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 %
AWE
626
Avidian Wealth Enterprises
Texas
$6.21M -$803K -8,095 -11%
ACM
627
Alamar Capital Management
California
$6.17M +$580K +5,848 +10%
IWP
628
Innova Wealth Partners
Pennsylvania
$6.13M -$507K -5,115 -8%
BHBT
629
Burke & Herbert Bank & Trust
Virginia
$6.13M -$35.2K -355 -0.6%
DG
630
DMC Group
Alabama
$6.11M +$334K +3,362 +6%
CW
631
CreativeOne Wealth
Kansas
$6.09M +$879K +8,856 +17%
EW
632
Element Wealth
Mississippi
$6.08M -$73.4K -740 -1%
IAA
633
Independent Advisor Alliance
North Carolina
$6.07M +$386K +3,887 +7%
WC
634
Waterloo Capital
Texas
$6.02M -$10.9M -109,797 -64%
TFF
635
The Family Firm
Maryland
$6.01M +$450K +4,532 +8%
CAM
636
Creekmur Asset Management
Illinois
$6.01M -$7.43M -74,923 -55%
GBFP
637
Golden Bell Financial Planning
Georgia
$5.98M -$365K -3,681 -6%
LWM
638
LeConte Wealth Management
Tennessee
$5.93M +$2.48M +24,962 +72%
GL
639
Graypoint LLC
New York
$5.9M -$138K -1,393 -2%
First Manhattan
640
First Manhattan
New York
$5.87M +$5.87M +59,125 New
SIG
641
Stonegate Investment Group
Alabama
$5.84M -$149K -1,506 -2%
AAS
642
Asset Allocation Strategies
Michigan
$5.83M +$2.66M +26,850 +84%
FPAS
643
Focus Partners Advisor Solutions
Missouri
$5.83M -$169K -1,699 -3%
AA
644
Ancora Advisors
Ohio
$5.82M +$544K +5,484 +10%
GSWM
645
Greenup Street Wealth Management
Michigan
$5.82M -$434K -4,372 -7%
TFA
646
Tobias Financial Advisors
Florida
$5.75M +$3.37K +34 +0.1%
WWA
647
WCG Wealth Advisors
Nevada
$5.75M +$5.75M +57,958 New
CCA
648
Cobblestone Capital Advisors
New York
$5.74M +$423K +4,262 +8%
KA
649
Kovack Advisors
Florida
$5.73M +$1.13M +11,366 +25%
BMCM
650
Bryn Mawr Capital Management
Pennsylvania
$5.73M +$376K +3,795 +7%
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