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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 %
AF
1301
Abound Financial
California
$624K +$295K +2,970 +90%
HA
1302
Hanover Advisors
South Carolina
$623K +$221K +2,226 +55%
HP
1303
Hilltop Partners
Indiana
$621K -$37K -373 -6%
CCP
1304
Clarity Capital Partners
California
$617K -$719K -7,250 -54%
EWM
1305
Empirical Wealth Management
Washington
$616K -$57.6K -581 -9%
BWP
1306
Bernardo Wealth Planning
Pennsylvania
$613K -$13.4K -135 -2%
BCP
1307
Berkeley Capital Partners
Georgia
$613K +$4.96K +50 +0.8%
Bank Julius Baer & Co
1308
Bank Julius Baer & Co
Switzerland
$613K +$70.5K +711 +13%
UFA
1309
Uptown Financial Advisors
Texas
$612K +$612K +6,168 New
CA
1310
Crewe Advisors
Utah
$610K +$151K +1,527 +33%
WWM
1311
Woodside Wealth Management
Massachusetts
$609K +$12.4K +125 +2%
VVP
1312
Venture Visionary Partners
Ohio
$608K +$181K +1,823 +42%
WAG
1313
Winthrop Advisory Group
Massachusetts
$603K +$21.5K +217 +4%
WIA
1314
Wealthedge Investment Advisors
New York
$603K +$72.2K +728 +14%
BL
1315
BFSG LLC
California
$599K -$12K -121 -2%
TVAMP
1316
Tennessee Valley Asset Management Partners
Tennessee
$599K -$753K -7,586 -56%
EWA
1317
ERTS Wealth Advisors
Michigan
$597K -$1.37M -13,767 -70%
OWA
1318
Oak Wealth Advisors
Illinois
$596K +$21.2K +214 +4%
CAMG
1319
CWA Asset Management Group
Florida
$593K -$22.1M -223,106 -97%
T
1320
TrueFG
Texas
$590K -$47.2K -476 -7%
FPGT
1321
Financial Partners Group (Tennessee)
Tennessee
$588K +$588K +5,927 New
EWS
1322
Evergreen Wealth Solutions
Pennsylvania
$585K -$47.5K -479 -8%
WTC
1323
WhitTier Trust Company
Nevada
$583K +$3.27K +33 +0.6%
VCP
1324
Verus Capital Partners
Arizona
$581K -$10.2K -103 -2%
BWP
1325
BlueStem Wealth Partners
Minnesota
$580K -$51.4K -518 -8%
51 52
53
54 55