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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 %
AWA
1226
Acorn Wealth Advisors
Michigan
$746K +$746K +7,520 New
FFA
1227
Fi3 Financial Advisors
Indiana
$741K -$805K -8,112 -52%
GHA
1228
GW Henssler & Associates
Georgia
$740K – – –
SP
1229
Successful Portfolios
Florida
$738K -$9.13K -92 -1%
BFG
1230
Beacon Financial Group
Texas
$735K +$18.1K +182 +3%
MCI
1231
MRP Capital Investments
Georgia
$734K +$35.7K +360 +5%
AW
1232
Alteri Wealth
California
$734K +$328K +3,311 +81%
EFG
1233
Ethos Financial Group
Pennsylvania
$732K -$13.1K -132 -2%
FLPIM
1234
F.L. Putnam Investment Management
Massachusetts
$731K +$93.8K +946 +15%
USCWA
1235
U.S. Capital Wealth Advisors
Texas
$730K +$35.6K +359 +5%
CB
1236
Centennial Bank
Arkansas
$724K -$170K -1,718 -19%
CCFM
1237
Clear Creek Financial Management
Washington
$719K -$279K -2,810 -28%
PCA
1238
Pallas Capital Advisors
Massachusetts
$719K +$992 +10 +0.1%
BFA
1239
Beacon Financial Advisory
Ohio
$718K +$224K +2,263 +46%
B
1240
Barings
North Carolina
$711K -$13.4M -134,725 -95%
TCA
1241
Transcend Capital Advisors
New Jersey
$708K +$29.7K +299 +4%
SS
1242
Sunbelt Securities
Texas
$705K +$194K +2,006 +38%
SWA
1243
Strategies Wealth Advisors
Michigan
$705K +$219K +2,211 +45%
GP
1244
Guardian Partners
Canada
$702K -$18.2K -185 -3%
VC
1245
Veracity Capital
Georgia
$700K +$5.46K +55 +0.8%
SC
1246
Summa Corp
Texas
$699K +$14.9K +150 +2%
AAM
1247
Augustine Asset Management
Florida
$699K -$7.84K -79 -1%
CIC
1248
Carnegie Investment Counsel
Ohio
$699K +$81.6K +823 +13%
GWM
1249
Gitterman Wealth Management
New Jersey
$695K +$68.4K +690 +11%
WA
1250
Westfuller Advisors
New York
$695K -$1.21M -12,248 -64%
48 49
50
51 52