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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 %
RTC
851
Riverview Trust Company
Washington
$2.56M – – –
FFL
852
Financial Freedom LLC
Ohio
$2.56M -$2.04M -20,586 -44%
Retirement Systems of Alabama
853
Retirement Systems of Alabama
Alabama
$2.55M +$35K +353 +1%
TWP
854
Triad Wealth Partners
Kansas
$2.54M -$135K -1,359 -5%
JWM
855
JGP Wealth Management
Oregon
$2.52M +$415K +4,184 +20%
MAM
856
McLean Asset Management
Virginia
$2.51M -$112K -1,137 -4%
ACA
857
Aptus Capital Advisors
Alabama
$2.5M +$235K +2,371 +10%
MWPCG
858
Measured Wealth Private Client Group
New Hampshire
$2.49M +$12.9K +130 +0.5%
CPL
859
CAP Partners LLC
Tennessee
$2.49M -$114K -1,146 -4%
SA
860
Stewardship Advisors
Pennsylvania
$2.49M -$5.75K -58 -0.2%
CW
861
Cooksen Wealth
Texas
$2.48M +$165K +1,667 +7%
ACM
862
AUA Capital Management
Pennsylvania
$2.48M +$496 +5 +0%
BFIC
863
Bedell Frazier Investment Counselling
California
$2.47M +$332K +3,342 +15%
SIA
864
Soltis Investment Advisors
Utah
$2.47M -$70.5K -711 -3%
MWM
865
McNaughton Wealth Management
California
$2.46M +$279K +2,814 +13%
MFIM
866
Mesirow Financial Investment Management
Illinois
$2.46M +$1.03M +10,411 +72%
DWA
867
Delos Wealth Advisors
Texas
$2.45M -$604K -6,084 -20%
ISB
868
Iowa State Bank
Iowa
$2.43M -$378K -3,808 -13%
CKAIS
869
Christensen King & Associates Investment Services
Washington
$2.43M -$69.2K -698 -3%
AWM
870
Austin Wealth Management
Texas
$2.41M +$2.41M +24,394 New
NS
871
NBC Securities
Alabama
$2.38M +$142K +1,427 +6%
IAIM
872
International Assets Investment Management
Florida
$2.38M +$108K +1,093 +5%
EWA
873
EverSource Wealth Advisors
Alabama
$2.38M +$1.22M +12,326 +106%
GM
874
GeoWealth Management
Illinois
$2.38M +$866K +8,732 +57%
SFC
875
SYM Financial Corp
Indiana
$2.38M -$10.8M -109,205 -82%
33 34
35
36 37