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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 %
FFA
1176
Florida Financial Advisors
Florida
$854K -$44.9K -453 -5%
IC
1177
Inscription Capital
Texas
$852K -$98.1K -989 -10%
CPBTD
1178
Central Pacific Bank - Trust Division
Hawaii
$851K -$9.03K -91 -1%
NW
1179
Naviter Wealth
Arkansas
$850K -$21K -212 -2%
DFA
1180
DHK Financial Advisors
New Hampshire
$843K -$843K -8,500 -50%
AIM
1181
Advyzon Investment Management
Illinois
$843K +$611K +6,160 +264%
BJL
1182
Brighton Jones LLC
Washington
$840K +$307K +3,095 +58%
PF
1183
PlanWiser Financial
Colorado
$839K +$237K +2,413 +39%
PP
1184
Patron Partners
Texas
$838K +$298K +3,002 +55%
AA
1185
Armis Advisers
Georgia
$837K -$7.61K -77 -0.9%
CCA
1186
Childress Capital Advisors
Texas
$836K +$9.92K +100 +1%
HIM
1187
Hanlon Investment Management
New Jersey
$834K -$399K -4,019 -32%
FWP
1188
Firethorn Wealth Partners
Georgia
$829K +$435K +4,388 +111%
TCM
1189
Triumph Capital Management
Colorado
$827K -$254K -2,563 -24%
HFS
1190
Hoge Financial Services
Pennsylvania
$826K +$826K +8,328 New
NB
1191
Nicolet Bankshares
Wisconsin
$826K +$826K +8,325 New
CCP
1192
Carmel Capital Partners
California
$823K -$15.2K -153 -2%
GCA
1193
Genesee Capital Advisors
New York
$819K +$7.84K +79 +1%
VWM
1194
Verus Wealth Management
Wisconsin
$819K +$469K +4,729 +134%
USB
1195
Union Savings Bank
Connecticut
$818K -$1.18K -12 -0.1%
FFG
1196
Fiduciary Financial Group
California
$816K +$56.7K +574 +7%
FF
1197
Finley Financial
Nevada
$814K +$248K +2,500 +44%
PFM
1198
Potomac Fund Management
Florida
$814K -$44.5K -455 -5%
IAG
1199
Investment Advisory Group
Massachusetts
$811K +$8.53K +86 +1%
RPA
1200
Rock Point Advisors
Vermont
$808K +$98.7K +995 +14%
46 47
48
49 50