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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 %
ANBT
826
American National Bank & Trust
Texas
$2.82M +$142K +1,435 +5%
SI
827
Saxon Interests
Texas
$2.81M – – –
C
828
Croban
Ohio
$2.79M +$245K +2,473 +10%
TIM
829
Total Investment Management
Arizona
$2.79M -$65.6K -661 -2%
SFS
830
Security Financial Services
Indiana
$2.79M -$95.1K -959 -3%
VFS
831
Valpey Financial Services
New Hampshire
$2.78M +$2.78M +27,984 New
AMG
832
Asset Management Group
Connecticut
$2.75M +$73.8K +744 +3%
OAS
833
Optivise Advisory Services
Tennessee
$2.75M +$1.17M +11,828 +74%
UAG
834
United Advisor Group
Ohio
$2.75M +$180K +1,816 +7%
Nomura Asset Management
835
Nomura Asset Management
Japan
$2.74M -$405K -4,080 -13%
PWW
836
Pettyjohn Wood & White
Virginia
$2.7M +$148K +1,490 +6%
DTC
837
Davidson Trust Company
Washington
$2.68M +$484K +4,881 +22%
BIA
838
Bigelow Investment Advisors
Maine
$2.67M -$19.7K -199 -0.7%
UB
839
Umpqua Bank
Oregon
$2.67M -$817K -8,330 -23%
JSAM
840
J. Safra Asset Management
New York
$2.66M +$89.9K +910 +3%
RSF
841
Rik Saylor Financial
Ohio
$2.65M -$22K -222 -0.8%
CWM
842
Core Wealth Management
Florida
$2.65M -$261K -2,631 -9%
MHC
843
May Hill Capital
Massachusetts
$2.64M -$2.55M -25,683 -49%
DAS
844
Diversify Advisory Services
Utah
$2.6M -$1.09M -11,027 -30%
HCM
845
Hollencrest Capital Management
California
$2.58M -$90.6K -913 -3%
OAM
846
Occidental Asset Management
California
$2.58M -$3.57K -36 -0.1%
CB
847
Chris Bulman
California
$2.58M -$97.6K -984 -4%
CTWM
848
Cherry Tree Wealth Management
Minnesota
$2.57M -$136K -1,372 -5%
BCM
849
Beaumont Capital Management
Massachusetts
$2.56M -$144K -1,449 -5%
FW
850
Fairway Wealth
Ohio
$2.56M +$19.2K +194 +0.8%
32 33
34
35 36