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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 %
EGA
751
E&G Advisors
Texas
$3.76M -$408K -4,118 -10%
FIC
752
Family Investment Center
Missouri
$3.75M -$124K -1,245 -3%
FIA
753
Foundations Investment Advisors
Arizona
$3.75M -$12M -121,049 -76%
5W
754
5T Wealth
California
$3.75M +$1.57M +15,778 +72%
SI
755
Stonekeep Investments
New Mexico
$3.73M +$46.4K +468 +1%
WP
756
Waycross Partners
Kentucky
$3.68M – – –
Millennium Management
757
Millennium Management
New York
$3.68M +$798K +8,048 +28%
LSPW
758
Lake Street Private Wealth
Illinois
$3.68M +$465K +4,687 +14%
SIC
759
Salem Investment Counselors
North Carolina
$3.64M +$309K +3,119 +9%
WCM
760
Winthrop Capital Management
Indiana
$3.63M -$69.4K -700 -2%
CIA
761
Compass Ion Advisors
Pennsylvania
$3.59M +$73.8K +744 +2%
CAAM
762
Cornerstone Advisors Asset Management
Pennsylvania
$3.58M -$1.4M -14,130 -28%
DC
763
Davenport & Co
Virginia
$3.58M -$1.37M -13,850 -28%
SMC
764
Smith, Moore & Co
Missouri
$3.58M +$46.2K +466 +1%
MT
765
Midwest Trust
Kansas
$3.57M +$3.57M +36,032 New
IPW
766
Intergy Private Wealth
Colorado
$3.56M +$69.9K +705 +2%
MLFP
767
MPS Loria Financial Planners
Illinois
$3.54M +$44.7K +451 +1%
MWM
768
MorganRosel Wealth Management
Colorado
$3.54M +$436K +4,393 +14%
FSG
769
Financial Strategies Group
Michigan
$3.52M +$57.2K +583 +2%
SCA
770
Snowden Capital Advisors
New York
$3.51M -$126K -1,274 -3%
DAS
771
Dynamic Advisor Solutions
Arizona
$3.5M +$73.6K +742 +2%
CCM
772
Charter Capital Management
Wisconsin
$3.46M +$3.46M +34,873 New
NI
773
NYL Investors
New York
$3.46M -$114K -1,148 -3%
CVM
774
Cheviot Value Management
California
$3.45M +$27.6K +279 +0.8%
CIS
775
Continental Investors Services
Washington
$3.45M +$247K +2,476 +8%
29 30
31
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