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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 %
LMKC
1051
L.M. Kohn & Company
Ohio
$1.27M +$1.27M +12,815 New
LWA
1052
LifeGoal Wealth Advisors
New York
$1.27M +$121K +1,219 +11%
AWA
1053
Arkadios Wealth Advisors
Georgia
$1.27M +$115K +1,157 +10%
GS
1054
GWN Securities
Florida
$1.26M -$16.3M -164,279 -93%
MWS
1055
MFA Wealth Services
California
$1.26M +$26.8K +270 +2%
WAM
1056
Worth Asset Management
Texas
$1.26M +$495K +4,993 +65%
CIA
1057
Capital Investment Advisors
Georgia
$1.26M -$169K -1,699 -12%
FWA
1058
FOCUS Wealth Advisors
Texas
$1.25M – – –
BMA
1059
Brooks Moore & Associates
Tennessee
$1.24M +$19.7K +200 +2%
KWMG
1060
King Wealth Management Group
Florida
$1.24M -$37.9K -382 -3%
PGAM
1061
Princeton Global Asset Management
New Jersey
$1.23M -$57.8K -583 -4%
PWP
1062
Phillips Wealth Planners
Mississippi
$1.23M -$76.3K -778 -6%
ISL
1063
Ingalls & Snyder LLC
New York
$1.22M -$12.4K -125 -1%
FWM
1064
Forza Wealth Management
Florida
$1.22M – – –
SWP
1065
Strategic Wealth Partners
Ohio
$1.22M +$1.22M +12,337 New
RIM
1066
Rockbridge Investment Management
New York
$1.22M -$33.1K -334 -3%
ACM
1067
AlphaStar Capital Management
North Carolina
$1.22M +$1.22M +12,271 New
TSWM
1068
Tyler-Stone Wealth Management
Ohio
$1.21M -$52.6K -530 -4%
SQA
1069
Simon Quick Advisors
New Jersey
$1.21M +$36.9K +372 +3%
DWT
1070
Dorsey & Whitney Trust
South Dakota
$1.21M – – –
FA
1071
Fermata Advisors
California
$1.21M -$517K -5,216 -30%
JPG
1072
Jordan Park Group
California
$1.21M -$40.6K -409 -3%
KDA
1073
Kraft Davis & Associates
Missouri
$1.21M -$1.04M -10,549 -46%
SPF
1074
South Plains Financial
Texas
$1.21M +$203K +2,051 +20%
NAS
1075
Nicolet Advisory Services
Wisconsin
$1.2M +$866K +8,740 +260%
41 42
43
44 45