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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 %
MA
701
Modus Advisors
Minnesota
$4.54M +$148K +1,487 +3%
SG
702
Sharper & Granite
California
$4.53M +$229K +2,322 +5%
CCA
703
Conservest Capital Advisors
Pennsylvania
$4.5M -$1.74M -17,546 -28%
AA
704
ALPS Advisors
Colorado
$4.49M +$4.49M +45,215 New
NCG
705
Newport Capital Group
New Jersey
$4.48M +$202K +2,038 +5%
Pathstone Holdings
706
Pathstone Holdings
New Jersey
$4.44M -$952K -9,601 -18%
PAS
707
PKS Advisory Services
New York
$4.39M -$738K -7,435 -14%
JIP
708
Jaffetilchin Investment Partners
Florida
$4.38M +$12.8K +129 +0.3%
PPC
709
Park Place Capital
Alabama
$4.35M +$4.25M +43,060 +4,372%
CLOS
710
Compagnie Lombard Odier SCmA
Switzerland
$4.34M +$19.8K +200 +0.5%
WA
711
WBH Advisory
Maryland
$4.34M -$11.7K -118 -0.3%
FAT
712
First American Trust
California
$4.33M -$50.9K -513 -1%
Parallax Volatility Advisers
713
Parallax Volatility Advisers
California
$4.33M – – –
SVWAG
714
Sound View Wealth Advisors Group
Georgia
$4.31M +$256K +2,576 +6%
FMI
715
F/M Investments
District of Columbia
$4.3M – – –
OL
716
Optas LLC
Texas
$4.3M +$42.8K +431 +1%
AP
717
Aspect Partners
Virginia
$4.29M +$338K +3,405 +9%
TT
718
TI-Trust
Illinois
$4.26M +$17.7K +178 +0.4%
JPLA
719
Joseph P. Lucia & Associates
New York
$4.25M +$230K +2,322 +6%
BI
720
Ballast Inc
Kentucky
$4.25M +$2.44M +24,600 +135%
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$4.22M +$1.79M +18,086 +74%
RFO
722
RiverGlades Family Offices
Florida
$4.21M +$89.5K +902 +2%
KLCM
723
KG&L Capital Management
Louisiana
$4.2M -$262K -2,639 -6%
SB
724
Simmons Bank
Arkansas
$4.18M -$51K -514 -1%
CFG
725
Compton Financial Group
Maryland
$4.17M -$1.27M -12,791 -23%
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