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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 %
WPW
726
Waldron Private Wealth
Pennsylvania
$4.17M -$419K -4,219 -9%
SW
727
Simplicity Wealth
New Jersey
$4.17M -$2.26M -22,826 -35%
TWM
728
Tradition Wealth Management
Minnesota
$4.17M -$280K -2,823 -6%
CWMS
729
Cannon Wealth Management Services
North Carolina
$4.16M +$124K +1,248 +3%
OC
730
Oarsman Capital
Wisconsin
$4.15M +$201K +2,030 +5%
BEC
731
Blue Edge Capital
Virginia
$4.15M +$4.15M +41,810 New
BIP
732
Blueprint Investment Partners
North Carolina
$4.06M +$4.06M +40,885 New
ATWA
733
Arbor Trust Wealth Advisors
Michigan
$4.06M -$1.27M -12,803 -24%
WWP
734
Wise Wealth Partners
Arizona
$4.03M +$3.79M +38,255 +1,604%
CAWM
735
Capital Advisors Wealth Management
Washington
$3.99M -$285K -2,875 -7%
PF
736
Penney Financial
Texas
$3.98M +$3M +30,202 +303%
IWB
737
Innovative Wealth Building
Maryland
$3.97M +$599K +6,042 +18%
CV
738
Counterweight Ventures
North Carolina
$3.95M +$50.7K +511 +1%
PFGIA
739
Patriot Financial Group Insurance Agency
Massachusetts
$3.95M +$489K +4,925 +14%
LWMT
740
Legacy Wealth Management (Tennessee)
Tennessee
$3.93M +$313K +3,160 +9%
EBT
741
Enterprise Bank & Trust
Massachusetts
$3.87M -$140K -1,416 -4%
MBTD
742
Mechanics Bank - Trust Department
California
$3.86M -$560K -5,642 -13%
FPW
743
Flagship Private Wealth
Massachusetts
$3.84M +$622K +6,269 +19%
AWM
744
Arista Wealth Management
Nevada
$3.84M +$131K +1,325 +4%
FCA
745
Fortis Capital Advisors
Kansas
$3.8M +$1.48M +14,927 +64%
TWC
746
TD Waterhouse Canada
Ontario, Canada
$3.79M +$716K +7,247 +23%
PCS
747
Private Client Services
Kentucky
$3.77M +$1.53M +15,441 +68%
TW
748
TritonPoint Wealth
Maryland
$3.77M -$13.9K -140 -0.4%
TIM
749
Thompson Investment Management
Wisconsin
$3.76M +$441K +4,445 +13%
BWM
750
Benchmark Wealth Management
Connecticut
$3.76M +$1.58M +15,976 +73%
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