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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 %
SMI
651
Shelter Mutual Insurance
Missouri
$5.72M – – –
Empower Advisory Group
652
Empower Advisory Group
Colorado
$5.66M -$510K -5,141 -8%
VFIC
653
Valley Forge Investment Consultants
Pennsylvania
$5.58M +$56.7K +572 +1%
GBT
654
Grove Bank & Trust
Florida
$5.58M +$131K +1,319 +2%
BTWM
655
Brass Tax Wealth Management
Ohio
$5.57M +$627K +6,316 +13%
MPPLM
656
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.56M +$142K +1,433 +3%
EFA
657
Edge Financial Advisors
Illinois
$5.56M -$3M -30,403 -35%
DLCIG
658
D.L. Carlson Investment Group
New Hampshire
$5.46M +$1.69M +16,988 +45%
VFA
659
Valeo Financial Advisors
Indiana
$5.42M +$10.9K +110 +0.2%
BAM
660
Belpointe Asset Management
Nevada
$5.38M +$793K +7,996 +17%
AWM
661
Apollon Wealth Management
South Carolina
$5.36M -$657K -6,624 -11%
FFP
662
FourThought Financial Partners
Florida
$5.36M -$142K -1,430 -3%
KWA
663
Kingswood Wealth Advisors
California
$5.32M -$158K -1,590 -3%
PCP
664
Proficio Capital Partners
Massachusetts
$5.22M -$583K -5,872 -10%
WAM
665
WealthTrust Asset Management
Florida
$5.19M -$665K -6,703 -11%
XF
666
XML Financial
Maryland
$5.18M +$611K +6,160 +13%
JIR
667
James Investment Research
Ohio
$5.14M +$39.9K +402 +0.8%
CI
668
CX Institutional
Indiana
$5.12M -$2.14M -21,612 -30%
SAM
669
Synergy Asset Management
Washington
$5.11M +$1M +10,109 +24%
BFA
670
Bluestem Financial Advisors
Illinois
$5.11M -$110K -1,108 -2%
PW
671
Pandora Wealth
Illinois
$5.09M -$52.5K -529 -1%
SG
672
StoneX Group
New York
$5.09M +$289K +2,912 +6%
GAA
673
Global Assets Advisory
Florida
$5.05M -$6.6M -66,786 -57%
GT
674
Glenview Trust
Kentucky
$5.03M +$258K +2,604 +5%
FWM
675
FFT Wealth Management
Pennsylvania
$4.99M -$3.35M -33,783 -40%
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