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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 %
RWM
901
Rialto Wealth Management
New York
$2.18M +$55.8K +562 +3%
AWMS
902
Advocacy Wealth Management Services
Georgia
$2.18M – – –
SAF
903
Smith Anglin Financial
Texas
$2.18M -$197K -1,989 -8%
MAWA
904
Moss Adams Wealth Advisors
Washington
$2.16M -$46.7K -471 -2%
PCWA
905
Pacific Capital Wealth Advisors
California
$2.14M -$2.45M -24,919 -53%
TSW
906
Thompson Siegel & Walmsley
Virginia
$2.14M +$79.7K +803 +4%
UAS
907
United Asset Strategies
New York
$2.13M -$528K -5,321 -20%
AWM
908
Aries Wealth Management
Maine
$2.13M +$90.9K +916 +4%
AWP
909
Ascent Wealth Partners
New York
$2.13M +$8.04K +81 +0.4%
ACP
910
Aviance Capital Partners
Florida
$2.1M +$188K +1,900 +10%
AWP
911
Axis Wealth Partners
Rhode Island
$2.09M -$691K -6,968 -25%
FGWP
912
Founders Grove Wealth Partners
Virginia
$2.09M +$2.09M +21,098 New
SWM
913
Stockman Wealth Management
Montana
$2.08M -$110K -1,109 -5%
CAM
914
Chandler Asset Management
California
$2.07M – – –
PP
915
Prudential plc
United Kingdom
$2.07M +$425K +4,280 +26%
BCM
916
Becker Capital Management
Oregon
$2.06M -$186K -1,880 -8%
AM
917
Atwater Malick
Pennsylvania
$2.04M +$21.2K +214 +1%
LFG
918
Larson Financial Group
Missouri
$2.01M -$59.2K -597 -3%
NCM
919
New Capital Management
Texas
$2.01M -$5.38M -54,247 -73%
MWM
920
Meridian Wealth Management
Kentucky
$2M +$125K +1,263 +7%
GWM
921
GSB Wealth Management
Connecticut
$1.98M -$27.7K -279 -1%
CWP
922
Core Wealth Partners
California
$1.98M +$1.98M +19,945 New
WMA
923
West Michigan Advisors
Michigan
$1.96M -$34.3K -346 -2%
TC
924
Trilogy Capital
California
$1.95M -$15.9K -160 -0.8%
DF
925
Dunhill Financial
United Kingdom
$1.95M +$219K +2,206 +13%
35 36
37
38 39