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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 %
IIC
926
Integrated Investment Consultants
Michigan
$1.94M +$45.3K +457 +2%
CPRC
927
Consolidated Portfolio Review Corp
New York
$1.93M +$801K +8,078 +71%
LCM
928
Lazari Capital Management
California
$1.92M +$42.6K +429 +2%
BIG
929
Brookwood Investment Group
Arizona
$1.92M +$1.66M +16,761 +638%
TA
930
Tactive Advisors
Florida
$1.92M +$1.92M +19,370 New
EPW
931
Endeavor Private Wealth
Kansas
$1.92M -$327K -3,299 -15%
NFP
932
Narus Financial Partners
Utah
$1.91M +$17.7K +178 +0.9%
OFS
933
Orrstown Financial Services
Pennsylvania
$1.91M -$156K -1,575 -8%
JFG
934
JMG Financial Group
Illinois
$1.91M +$1.25M +12,557 +188%
AUB
935
Atlantic Union Bankshares
Virginia
$1.9M +$1.9M +19,189 New
GVCM
936
Global View Capital Management
Wisconsin
$1.89M -$121K -1,218 -6%
LHWM
937
Lake Hills Wealth Management
Texas
$1.89M -$43.3K -436 -2%
Bank of Nova Scotia
938
Bank of Nova Scotia
Ontario, Canada
$1.87M -$35.4M -356,650 -95%
SA
939
Skyline Advisors
Washington
$1.87M -$99.4K -1,002 -5%
MWM
940
MinichMacGregor Wealth Management
New York
$1.86M -$4.16M -41,963 -69%
AAS
941
Ameritas Advisory Services
Nebraska
$1.86M -$755K -7,608 -29%
LKBC
942
L.K. Benson & Company
Maryland
$1.85M -$79.4K -800 -4%
BWA
943
Beam Wealth Advisors
Louisiana
$1.85M -$155K -1,558 -8%
IIC
944
Ironwood Investment Counsel
Arizona
$1.84M +$48.6K +490 +3%
ECM
945
Evergreen Capital Management
Washington
$1.84M – – –
HSA
946
HBK Sorce Advisory
Pennsylvania
$1.83M -$1.19M -12,035 -39%
RFG
947
Range Financial Group
Oregon
$1.83M -$15.4K -155 -0.8%
DWS
948
Discipline Wealth Solutions
South Carolina
$1.82M +$708K +7,133 +63%
WDG
949
Wealth Dimensions Group
Ohio
$1.82M +$173K +1,742 +11%
BFG
950
Bleakley Financial Group
New Jersey
$1.82M +$1.82M +18,312 New
36 37
38
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