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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 %
CAL
1126
Capital Analysts LLC
Pennsylvania
$984K -$1.24M -12,509 -56%
CA
1127
CoreCap Advisors
Michigan
$983K +$245K +2,465 +33%
BPWM
1128
Badgley Phelps Wealth Managers
Washington
$983K -$19.6K -198 -2%
STA
1129
Smith Thornton Advisors
Alabama
$981K -$4.96K -50 -0.5%
PCM
1130
Pointe Capital Management
Michigan
$975K +$44.8K +452 +5%
Fiera Capital (Canada)
1131
Fiera Capital (Canada)
Quebec, Canada
$974K +$10.4K +105 +1%
EP
1132
Edgestream Partners
New Jersey
$971K +$971K +9,784 New
SIM
1133
Stratos Investment Management
Ohio
$970K +$25.4K +256 +3%
AFFA
1134
ALM First Financial Advisors
Texas
$969K – – –
PSCM
1135
Per Stirling Capital Management
Texas
$968K -$38K -383 -4%
QP
1136
Quartz Partners
New York
$960K +$680K +6,851 +242%
BDFN
1137
Bond & Devick Financial Network
Minnesota
$954K +$352K +3,546 +58%
TWM
1138
Tolleson Wealth Management
Texas
$954K -$2.88K -29 -0.3%
AFG
1139
ABLE Financial Group
Arizona
$952K -$169K -1,703 -15%
OFS
1140
OneAscent Financial Services
Alabama
$946K -$220K -2,221 -19%
PIA
1141
Perennial Investment Advisors
California
$945K -$19.7K -199 -2%
WS
1142
Wedbush Securities
California
$944K -$57.7K -582 -6%
GWP
1143
Gateway Wealth Partners
Wisconsin
$942K +$395K +3,984 +72%
FWIA
1144
Fort Washington Investment Advisors
Ohio
$939K +$84.8K +855 +10%
AA
1145
Advisory Alpha
Michigan
$938K -$25.6K -258 -3%
RWP
1146
Revolve Wealth Partners
New Jersey
$934K +$99 +1 +0%
VCM
1147
Virtue Capital Management
Tennessee
$934K -$508K -5,126 -35%
RBA
1148
Richard Bernstein Advisors
New York
$928K +$444K +4,477 +92%
WHCFA
1149
William Howard & Co Financial Advisors
Tennessee
$927K -$12.1K -122 -1%
TWP
1150
Total Wealth Planning
Ohio
$920K -$350K -3,530 -28%
44 45
46
47 48