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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 %
SHIM
1151
Stone House Investment Management
Pennsylvania
$919K -$10.1M -101,534 -92%
AWAU
1152
Alliance Wealth Advisors (Utah)
Utah
$918K +$361K +3,640 +65%
BFC
1153
Blue Fin Capital
Rhode Island
$918K +$918K +9,250 New
AM
1154
AGF Management
Ontario, Canada
$913K -$54.6K -550 -6%
FB
1155
Finward Bancorp
Indiana
$912K – – –
WC
1156
Weil Company
California
$910K +$343K +3,457 +60%
FH
1157
FWG Holdings
Florida
$909K -$24.4K -246 -3%
FCP
1158
Fidelis Capital Partners
Florida
$906K +$176K +1,772 +24%
SWGC
1159
Summit Wealth Group (Colorado)
Colorado
$903K +$903K +9,104 New
VA
1160
VestGen Advisors
Illinois
$902K +$88.5K +892 +11%
HWM
1161
HighMark Wealth Management
Minnesota
$901K +$899K +9,062 +53,306%
HWM
1162
HRC Wealth Management
Idaho
$899K -$69.4K -700 -7%
FF
1163
Farrell Financial
New York
$898K -$42.5K -428 -5%
EA
1164
Evergreen Advisors
Tennessee
$896K -$40.1K -404 -4%
PW
1165
PUREfi Wealth
Massachusetts
$887K +$373K +3,758 +72%
IPWA
1166
International Private Wealth Advisors
California
$885K -$118K -1,188 -12%
LNB
1167
Ledyard National Bank
$881K +$110K +1,108 +14%
RFA
1168
Reyes Financial Architecture
California
$872K -$3.57M -35,961 -80%
EE
1169
EWG Elevate
California
$865K +$31.1K +314 +4%
FA
1170
Fountainhead AM
New Jersey
$865K +$137K +1,378 +19%
OGF
1171
Orin Green Financial
California
$861K +$57.7K +582 +7%
MWP
1172
Madison Wealth Partners
Wisconsin
$860K -$12.2K -123 -1%
SFG
1173
Sage Financial Group
Pennsylvania
$860K -$795K -8,019 -48%
MSCM
1174
McElhenny Sheffield Capital Management
Texas
$859K -$73.2K -738 -8%
PWA
1175
Physician Wealth Advisors
Utah
$856K -$108K -1,093 -11%
45 46
47
48 49