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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 %
ATC
776
Adirondack Trust Company
New York
$3.45M +$304K +3,063 +10%
SA
777
Sovran Advisors
California
$3.43M +$2.41M +24,533 +236%
CMAI
778
Capital Management Associates Inc
Minnesota
$3.4M -$2.53M -25,520 -43%
EB
779
Exchange Bank
California
$3.4M -$504K -5,078 -13%
WCP
780
Wealthcare Capital Partners
Pennsylvania
$3.36M +$182K +1,831 +6%
AWM
781
Accel Wealth Management
Iowa
$3.31M -$129K -1,296 -4%
MWA
782
Merkkuri Wealth Advisors
New York
$3.3M +$111K +1,120 +3%
TL
783
Tradewinds LLC
North Carolina
$3.3M +$2.68M +26,975 +427%
EAMA
784
EFG Asset Management (Americas)
Florida
$3.28M +$3.28M +33,064 New
VIPI
785
Vista Investment Partners II
Indiana
$3.28M -$634K -6,396 -16%
WMA
786
Wealth Management Associates
New Jersey
$3.27M +$123K +1,241 +4%
PTC
787
Private Trust Company
Ohio
$3.25M -$669K -6,745 -17%
LL
788
LPWM LLC
Minnesota
$3.23M -$67.2K -677 -2%
GFP
789
Gryphon Financial Partners
Ohio
$3.22M -$10.8K -109 -0.3%
AWA
790
Aletheian Wealth Advisors
Washington
$3.22M -$15.5K -156 -0.5%
IA
791
IFG Advisory
Georgia
$3.21M +$69.2K +698 +2%
SYBT
792
Stock Yards Bank & Trust
Kentucky
$3.17M -$587K -5,920 -16%
FWP
793
Family Wealth Partners
North Carolina
$3.16M -$471K -4,744 -13%
SA
794
Sincerus Advisory
New York
$3.13M +$104K +1,052 +3%
BAWM
795
Bennett Associates Wealth Management
Pennsylvania
$3.13M -$25.9K -261 -0.8%
First Trust Advisors
796
First Trust Advisors
Illinois
$3.1M -$61.3K -618 -2%
SIAM
797
Sterling Investment Advisors (Missouri)
Missouri
$3.08M -$232K -2,341 -7%
MW
798
Maia Wealth
Colorado
$3.07M +$238K +2,400 +8%
ANTB
799
AMG National Trust Bank
Colorado
$3.07M -$164K -1,656 -5%
CFGF
800
Compass Financial Group (Florida)
Florida
$3.07M -$47.3K -477 -2%
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