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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 %
PP
1276
Patten & Patten
Tennessee
$653K +$1.59K +16 +0.2%
VCS
1277
Vaughan & Co Securities
New Jersey
$649K +$10.3K +104 +2%
RPGK
1278
Retirement Planning Group (Kansas)
Kansas
$649K -$12.8K -129 -2%
ICM
1279
IMS Capital Management
Oregon
$647K +$64.5K +650 +11%
SCA
1280
Strathmore Capital Advisors
North Carolina
$647K +$647K +6,565 New
RWIA
1281
Roger Wittlin Investment Advisory
California
$646K +$154K +1,551 +31%
TYCC
1282
Texas Yale Capital Corp
Florida
$644K – – –
MCA
1283
MSH Capital Advisors
Arizona
$643K +$124K +1,245 +24%
JCM
1284
Jacobi Capital Management
Pennsylvania
$641K +$5.66K +57 +0.9%
CA
1285
Cambridge Advisors
Nebraska
$641K – – –
ATI
1286
ARK & TLK Investments
Oklahoma
$640K +$29.3K +295 +5%
AC
1287
Attessa Capital
Arizona
$640K +$245K +2,474 +62%
HWM
1288
HFG Wealth Management
Texas
$640K +$133K +1,348 +26%
IWN
1289
Independent Wealth Network
Iowa
$640K +$27.7K +279 +5%
VFP
1290
Vested Financial Planning
California
$637K +$13.2K +133 +2%
PP
1291
PrairieView Partners
Minnesota
$636K +$45.3K +457 +8%
CMBA
1292
C.M. Bidwell & Associates
Hawaii
$635K +$17.9K +180 +3%
LA
1293
Latitude Advisors
Florida
$635K +$172K +1,730 +37%
CC
1294
Courier Capital
New York
$632K +$239K +2,407 +61%
MWM
1295
Melfa Wealth Management
Massachusetts
$632K +$25.3K +255 +4%
MAM
1296
MMA Asset Management
Pennsylvania
$632K +$397 +4 +0.1%
CWM
1297
Cornerstone Wealth Management
Missouri
$628K +$67.5K +680 +12%
FAG
1298
Fortitude Advisory Group
Washington
$624K +$9.23K +93 +1%
PS
1299
Planned Solutions
California
$624K +$4.56K +46 +0.7%
SIMG
1300
Sonora Investment Management Group
Arizona
$624K -$13.1K -132 -2%
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