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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 %
GFA
1326
Gallagher Fiduciary Advisors
Illinois
$576K +$568K +1,393,568 +7,256%
PFG
1327
PAX Financial Group
Texas
$575K +$3.67K +37 +0.6%
MAS
1328
Madden Advisory Services
Florida
$569K -$32.8K -331 -5%
SGWM
1329
Sterling Group Wealth Management
California
$565K -$59.1K -596 -9%
AAMC
1330
Asset Allocation & Management Company
Illinois
$565K – – –
PWS
1331
Peterson Wealth Services
Utah
$564K +$14.8K +149 +3%
PIFP
1332
Partners in Financial Planning
Virginia
$563K +$1.49K +15 +0.3%
GSIAS
1333
Garden State Investment Advisory Services
New Jersey
$562K +$18.2K +183 +3%
SOS
1334
Silver Oak Securities
Tennessee
$560K +$8.93K +90 +2%
PC
1335
Prairiewood Capital
North Dakota
$560K -$126K -1,272 -18%
BHB
1336
Bank Hapoalim BM
Israel
$554K -$924K – –
SFS
1337
Summit Financial Strategies
Ohio
$553K -$30.2K -304 -5%
SCM
1338
Seascape Capital Management
New Hampshire
$547K -$104K -1,051 -16%
HIS
1339
Harvest Investment Services
Illinois
$547K -$1.79K -18 -0.3%
PC
1340
Promus Capital
Illinois
$545K +$2.28K +23 +0.4%
MSAM
1341
Moloney Securities Asset Management
Missouri
$541K +$123K +1,239 +29%
BRIA
1342
Balanced Rock Investment Advisors
Massachusetts
$538K -$50.6K -510 -9%
NG
1343
NWK Group
California
$537K +$23K +232 +4%
OWP
1344
ORG Wealth Partners
Texas
$535K +$9.89K +100 +2%
CB
1345
Cadence Bank
Mississippi
$535K +$34.3K +346 +7%
CCB
1346
Country Club Bank
Missouri
$535K +$14.8K +150 +3%
FWP
1347
FAS Wealth Partners
Kansas
$535K +$8.23K +83 +2%
PG
1348
Proffitt & Goodson
Tennessee
$533K -$15.8K -159 -3%
TWM
1349
TSA Wealth Management
Texas
$531K -$37.7K -380 -7%
DPI
1350
Diversified Portfolios Inc
Michigan
$525K -$38.2K -385 -7%
52 53
54
55 56