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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 %
ICP
676
Impact Capital Partners
Colorado
$4.98M +$775K +7,816 +18%
UWPG
677
Ullmann Wealth Partners Group
Florida
$4.96M +$629K +6,345 +15%
CSP
678
Cary Street Partners
Virginia
$4.94M +$227K +2,286 +5%
AWMNH
679
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.94M -$10.5K -106 -0.2%
1SB
680
1ST Source Bank
Indiana
$4.94M +$61.1K +616 +1%
LSC
681
Logan Stone Capital
Illinois
$4.9M -$189K -1,910 -4%
LHC
682
Little House Capital
Massachusetts
$4.89M +$250K +2,519 +5%
SC
683
Savant Capital
Illinois
$4.87M +$443K +4,468 +10%
BFA
684
Blueprint Financial Advisors
North Carolina
$4.87M +$4.87M +49,113 New
PI
685
PFG Investments
New York
$4.87M -$67.3K -678 -1%
IF
686
Ironwood Financial
Arizona
$4.87M – – –
FPCG
687
Forum Private Client Group
Indiana
$4.86M -$67.3K -678 -1%
FAIM
688
Financial Advocates Investment Management
Washington
$4.85M -$12.3M -123,164 -72%
CH
689
Canton Hathaway
Rhode Island
$4.83M -$4.91M -49,516 -50%
QFA
690
Quattro Financial Advisors
Texas
$4.78M -$106K -1,069 -2%
CCA
691
Coign Capital Advisors
Utah
$4.75M +$262K +2,645 +6%
LG
692
Leuthold Group
Minnesota
$4.74M – – –
IC
693
IEQ Capital
California
$4.7M +$423K +4,269 +10%
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$4.69M +$343K +3,453 +8%
EWP
695
Elevation Wealth Partners
California
$4.68M +$8.53K +86 +0.2%
KCAM
696
Kagan Cocozza Asset Management
New Jersey
$4.67M +$106K +1,070 +2%
CWA
697
Canvas Wealth Advisors
Kansas
$4.61M +$128K +1,301 +3%
JGIA
698
Jackson Grant Investment Advisers
Connecticut
$4.57M +$88.1K +888 +2%
OCM
699
One Capital Management
California
$4.55M +$1.45M +14,581 +47%
AO
700
Advisor OS
Illinois
$4.54M +$1.21M +12,162 +36%
26 27
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