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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 %
WA
1076
Wilshire Advisors
California
$1.2M -$25.8M -260,282 -96%
BP
1077
BBR Partners
New York
$1.19M -$3.37K -34 -0.3%
BCM
1078
Brookmont Capital Management
Texas
$1.18M +$1.39K +14 +0.1%
PA
1079
Procyon Advisors
Connecticut
$1.18M -$21.5K -217 -2%
AIA
1080
Affinity Investment Advisors
California
$1.18M – – –
LSA
1081
Lion Street Advisors
Texas
$1.17M -$5.95K -60 -0.5%
UB
1082
UMB Bank
Missouri
$1.16M +$3.37K +34 +0.3%
WWM
1083
Western Wealth Management
Colorado
$1.15M +$53.3K +537 +5%
FPW
1084
Fairvoy Private Wealth
Alabama
$1.14M -$84.6K -853 -7%
SFC
1085
Summit Financial Consulting
Michigan
$1.13M +$32.8K +331 +3%
TTWM
1086
TCV Trust & Wealth Management
Virginia
$1.12M – – –
YWM
1087
Yukon Wealth Management
Kansas
$1.12M +$101K +1,019 +10%
AW
1088
Avion Wealth
Texas
$1.12M -$412K -4,157 -27%
HS
1089
Horan Securities
United States
$1.11M +$121K +1,217 +12%
VFG
1090
V2 Financial group
Illinois
$1.11M -$26.5K -267 -2%
RIA
1091
Realta Investment Advisors
Delaware
$1.11M -$110K -1,106 -9%
NFW
1092
Noble Family Wealth
Florida
$1.1M +$144K +1,450 +15%
EIP
1093
Ellis Investment Partners
Pennsylvania
$1.1M -$44.6K -450 -4%
PCA
1094
Providence Capital Advisors
North Carolina
$1.09M +$23.2K +234 +2%
TFGT
1095
TS Financial Group (TSFG)
Illinois
$1.09M -$50.7K -511 -4%
PFG
1096
Pacific Financial Group
Washington
$1.09M +$85.6K +863 +9%
SIS
1097
Sound Income Strategies
Florida
$1.09M -$378K -3,811 -26%
LA
1098
Lifeworks Advisors
Michigan
$1.09M – – –
AWC
1099
Abundance Wealth Counselors
Pennsylvania
$1.09M -$79.6K -802 -7%
SSWM
1100
Sheets Smith Wealth Management
North Carolina
$1.08M -$49.2K -496 -4%
42 43
44
45 46