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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 %
WCM
1001
Wealthcare Capital Management
Virginia
$1.53M -$134K -1,352 -8%
DP
1002
Dearborn Partners
Illinois
$1.53M +$68.6K +692 +5%
WFA
1003
WestHill Financial Advisors
California
$1.52M +$40.8K +411 +3%
WF
1004
Welch & Forbes
Massachusetts
$1.51M +$91K +917 +6%
HCM
1005
Howland Capital Management
Massachusetts
$1.5M +$117K +1,176 +8%
CCA
1006
Carrera Capital Advisors
Michigan
$1.5M +$131K +1,323 +10%
TFA
1007
Transamerica Financial Advisors
Florida
$1.5M -$6.25K -63 -0.4%
PB
1008
Pinnacle Bancorp
Nebraska
$1.49M -$73.5K -741 -5%
GF
1009
Gries Financial
Ohio
$1.49M -$1.64M -16,570 -52%
LGWM
1010
Litman Gregory Wealth Management
California
$1.49M -$24.2K -244 -2%
MCA
1011
Magnolia Capital Advisors
Mississippi
$1.48M – – –
AIS
1012
American Investment Services
Massachusetts
$1.48M +$40.8K +411 +3%
SC
1013
Sepio Capital
Utah
$1.47M +$495K +4,986 +50%
WAAG
1014
Wealth Alliance Advisory Group
Kansas
$1.47M -$18.2K -183 -1%
KBFS
1015
Kohmann Bosshard Financial Services
Ohio
$1.47M +$150K +1,510 +11%
SWM
1016
Sentinel Wealth Management
Virginia
$1.46M +$1.46M +14,698 New
FWM
1017
Fonville Wealth Management
Virginia
$1.45M +$148K +1,488 +11%
ACI
1018
Alpha Cubed Investments
California
$1.44M +$694K +6,999 +93%
RW
1019
Rede Wealth
Virginia
$1.43M +$106K +1,071 +8%
NEPWA
1020
New England Private Wealth Advisors
Massachusetts
$1.42M – – –
P
1021
Pitcairn
Pennsylvania
$1.42M -$761K -7,673 -35%
NWM
1022
Navigation Wealth Management
Colorado
$1.41M +$1.19M +11,947 +517%
Bessemer Group
1023
Bessemer Group
New Jersey
$1.41M -$35.4K -357 -2%
PFA
1024
Pathway Financial Advisors
Vermont
$1.4M -$122K -1,226 -8%
CTC
1025
Central Trust Company
Missouri
$1.39M +$1.14M +11,522 +458%
39 40
41
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