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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 %
AFW
1251
Atlantic Family Wealth
Florida
$693K +$142K +1,427 +26%
MFA
1252
Mayflower Financial Advisors
Massachusetts
$692K -$44.2K -446 -6%
GLA
1253
Good Life Advisors
Pennsylvania
$690K -$213K -2,148 -24%
BOSSRA
1254
B.O.S.S. Retirement Advisors
Utah
$687K -$112K -1,131 -14%
FFBTD
1255
First Financial Bank - Trust Division
Ohio
$685K -$106K -1,064 -13%
SFP
1256
Shepherd Financial Partners
Massachusetts
$682K -$66.8K -673 -9%
AT
1257
American Trust
Kentucky
$682K +$682K +6,878 New
TFG
1258
Tilson Financial Group
New Jersey
$682K -$186K -1,877 -21%
TAM
1259
Titleist Asset Management
Texas
$677K +$63K +635 +10%
PGFC
1260
Peapack-Gladstone Financial Corp
New Jersey
$675K -$65.6K -662 -9%
BP
1261
BWM Planning
Texas
$673K +$673K +6,786 New
PP
1262
Postrock Partners
Oregon
$673K +$60.6K +611 +10%
WF
1263
Warner Financial
Maryland
$672K +$298 +3 +0%
CA
1264
Calton & Associates
Florida
$671K +$32.5K +328 +5%
HGA
1265
Hobbs Group Advisors
South Carolina
$671K -$76K -766 -10%
GWA
1266
Genesis Wealth Advisors
Massachusetts
$670K -$123K -1,240 -16%
IL
1267
Investure LLC
Virginia
$669K +$50.6K +510 +8%
CIA
1268
Choate Investment Advisors
Massachusetts
$668K -$31.5K -318 -5%
D
1269
Dentgroup
Louisiana
$665K +$665K +6,707 New
WFA
1270
Wells Financial Advisors
Massachusetts
$664K -$97.5K -983 -13%
HT
1271
Heritage Trust
Oklahoma
$663K +$40.1K +404 +6%
BCA
1272
Bay Colony Advisors
Massachusetts
$662K +$5.85K +59 +0.9%
VWM
1273
Vigilare Wealth Management
Arizona
$661K -$5.06K -51 -0.8%
LRIA
1274
Leonard Rickey Investment Advisors
Washington
$659K -$5.06K -51 -0.8%
IJWM
1275
Inman Jager Wealth Management
Mississippi
$654K -$13.1K -132 -2%
49 50
51
52 53