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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 %
VFA
951
Voya Financial Advisors
Connecticut
$1.82M +$193K +1,956 +12%
NL
952
NVWM LLC
Pennsylvania
$1.8M +$242K +2,436 +16%
RK
953
Rather & Kittrell
Tennessee
$1.8M -$72.7K -733 -4%
SC
954
Sierra Capital
Florida
$1.8M +$283K +2,851 +19%
IP
955
Ignite Planners
California
$1.79M -$78.9K -804 -4%
VAG
956
VisionPoint Advisory Group
Texas
$1.78M +$1.19M +12,006 +202%
BWP
957
Balboa Wealth Partners
Arizona
$1.77M +$442K +4,451 +33%
IDA
958
Intelligence Driven Advisers
California
$1.77M +$107K +1,077 +6%
CANC
959
Culbertson A N & Co
Virginia
$1.77M -$15.9K -160 -0.9%
SW
960
SlateStone Wealth
Florida
$1.76M +$109K +1,095 +7%
AWA
961
Archvest Wealth Advisors
California
$1.75M -$2.31M -23,245 -57%
UCB
962
United Community Bank
South Carolina
$1.74M +$23.6K +238 +1%
AI
963
Auour Investments
Massachusetts
$1.74M -$284K -2,859 -14%
FIG
964
FSA Investment Group
Florida
$1.74M -$43.6K -439 -2%
HWMO
965
Heritage Wealth Management (Ohio)
Ohio
$1.72M +$110K +1,110 +7%
NFG
966
Nations Financial Group
Iowa
$1.71M +$141K +1,425 +9%
NCFG
967
New Century Financial Group
New Jersey
$1.71M +$1.21M +12,205 +241%
NP
968
Nilsine Partners
Colorado
$1.71M -$178K -1,798 -9%
SB
969
Strategic Blueprint
Georgia
$1.71M +$57.3K +578 +3%
EAM
970
Empirical Asset Management
Massachusetts
$1.71M +$32.4K +327 +2%
RFA
971
Register Financial Advisors
Georgia
$1.71M +$148K +1,488 +9%
BA
972
Bellwether Advisors
Nebraska
$1.71M -$40.2K -405 -2%
EGM
973
Engineers Gate Manager
New York
$1.7M +$1.7M +17,183 New
OE
974
October Effect
Virginia
$1.69M +$1.69M +17,067 New
HFF
975
Halter Ferguson Financial
Indiana
$1.68M -$1.89K -19 -0.1%
37 38
39
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