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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 %
CWA
976
Crux Wealth Advisors
California
$1.68M -$1.09M -11,004 -39%
AWM
977
Avior Wealth Management
Nebraska
$1.67M +$166K +1,681 +11%
VAG
978
Vannoy Advisory Group
Texas
$1.66M +$16.2K +163 +1%
Koshinski Asset Management
979
Koshinski Asset Management
Illinois
$1.65M -$310K -3,121 -16%
HKIM
980
Hayek Kallen Investment Management
Alabama
$1.64M -$132K -1,332 -7%
CFG
981
Carr Financial Group
Massachusetts
$1.64M -$36.7K -370 -2%
MFS
982
Miller Financial Services
Michigan
$1.64M -$35.3K -356 -2%
BBWP
983
Beacon Bridge Wealth Partners
Pennsylvania
$1.63M -$517K -5,210 -24%
AWM
984
Avondale Wealth Management
Texas
$1.63M -$6.68M -67,289 -80%
VAMG
985
Voisard Asset Management Group
Michigan
$1.63M -$2.31M -23,250 -59%
CF
986
Clarity Financial
Texas
$1.62M -$169K -1,701 -9%
BIS
987
BG Investment Services
Guam
$1.61M -$349K -3,516 -18%
RWM
988
RBA Wealth Management
California
$1.6M -$36.5K -368 -2%
HWMC
989
Heritage Wealth Management (California)
California
$1.59M -$1.89K -19 -0.1%
CA
990
Clune & Associates
Illinois
$1.59M +$2.88K +29 +0.2%
DCC
991
Dow Chemical Company
Michigan
$1.58M – – –
BCM
992
Bourgeon Capital Management
Connecticut
$1.57M +$78.1K +787 +5%
SWA
993
Sax Wealth Advisors
New Jersey
$1.57M -$59.6K -601 -4%
BC
994
Bakala Capital
South Carolina
$1.56M -$74.6K -752 -5%
BP
995
Ballentine Partners
Massachusetts
$1.56M +$17.3K +174 +1%
DMIC
996
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.55M – – –
AIM
997
Acropolis Investment Management
Missouri
$1.54M -$65.1K -656 -4%
SC
998
Schiavi & Co
Delaware
$1.54M -$39.5K -398 -2%
LWM
999
LongView Wealth Management
Georgia
$1.54M +$278K +2,802 +22%
CWM
1000
Connecticut Wealth Management
Connecticut
$1.53M -$512K -5,161 -25%
38 39
40
41 42