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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 %
RTL
1101
Red Tortoise LLC
Georgia
$1.08M +$57.5K +580 +6%
AWM
1102
Aprio Wealth Management
Georgia
$1.08M -$105K -1,056 -9%
GFA
1103
Gladwyn Financial Advisors
Virginia
$1.07M +$1.07M +10,773 New
TF
1104
TME Financial
California
$1.07M +$85.8K +865 +9%
PI
1105
PineBridge Investments
New York
$1.06M – – –
SHJ
1106
Sharkey, Howes & Javer
Colorado
$1.06M -$2.9M -29,233 -73%
AAG
1107
Armstrong Advisory Group
Massachusetts
$1.05M +$199K +2,004 +23%
SGCA
1108
Steel Grove Capital Advisors
Tennessee
$1.05M – – –
SC
1109
Stephens Consulting
Michigan
$1.04M -$150K -1,511 -13%
HP
1110
Holistic Planning
Texas
$1.04M +$24.5K +247 +2%
CAS
1111
Coppell Advisory Solutions
Texas
$1.03M +$182K +1,841 +21%
AF
1112
Apollon Financial
South Carolina
$1.03M -$39.7K -400 -4%
MSK
1113
Melissa S. Kampmann
$1.03M +$15.9K +160 +2%
BCM
1114
BTC Capital Management
Iowa
$1.03M -$1.89K -19 -0.2%
PPWP
1115
Premier Path Wealth Partners
New Jersey
$1.02M +$428K +4,312 +72%
PMWMG
1116
Parr McKnight Wealth Management Group
Minnesota
$1.02M -$194K -1,955 -16%
TCM
1117
TruNorth Capital Management
Michigan
$1.02M +$57K +575 +6%
FOA
1118
Five Oceans Advisors
California
$1.02M +$7.14K +72 +0.7%
BFS
1119
BridgePort Financial Solutions
Iowa
$1.02M +$476K +4,797 +88%
SFG
1120
Sovereign Financial Group
Connecticut
$1.01M +$1.01M +10,207 New
RI
1121
Rinkey Investments
California
$1.01M +$19.6K +198 +2%
CFA
1122
Camarda Financial Advisors
Florida
$1.01M -$513K -5,173 -34%
HH
1123
Hilltop Holdings
Texas
$997K +$183K +1,845 +22%
FSA
1124
Financial Services Advisory
Maryland
$996K +$174K +1,756 +21%
BCM
1125
Bowie Capital Management
Texas
$992K – – –
43 44
45
46 47