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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 %
BWM
1351
BKM Wealth Management
Wisconsin
$520K -$5.26K -53 -1%
Susquehanna International Group
1352
Susquehanna International Group
Pennsylvania
$520K -$14.8M -149,208 -97%
GCA
1353
Gradient Capital Advisors
California
$517K -$3.08K -31 -0.6%
FC
1354
Financial Consulate
Maryland
$516K -$81.3K -820 -14%
GA
1355
GFS Advisors
Texas
$516K -$20K -202 -4%
CA
1356
Continuum Advisory
Idaho
$515K +$92.4K +932 +22%
WJWM
1357
Williams Jones Wealth Management
New York
$513K +$191K +1,929 +59%
DA
1358
Dover Advisors
Virginia
$512K +$512K +5,166 New
SI
1359
Sprott Inc
Ontario, Canada
$512K +$20K +202 +4%
MPW
1360
Magnolia Private Wealth
Pennsylvania
$508K -$95.8K -966 -16%
T
1361
Tidemark
California
$507K -$50.5K -509 -9%
TCM
1362
Traynor Capital Management
Pennsylvania
$504K +$125K +1,264 +33%
LWL
1363
Leo Wealth LLC
Texas
$499K +$499K +5,034 New
MA
1364
MCF Advisors
Kentucky
$498K -$150K -1,512 -23%
VFM
1365
Vision Financial Markets
Connecticut
$496K – – –
CIAS
1366
Capital Investment Advisory Services
North Carolina
$494K -$572K -5,768 -54%
PAM
1367
Palisade Asset Management
Minnesota
$491K -$24.8K -250 -5%
GA
1368
GSG Advisors
New Jersey
$491K +$2.58K +26 +0.5%
GA
1369
Guerra Advisors
Florida
$490K +$490K +4,936 New
CMI
1370
Clare Market Investments
Texas
$487K +$397 +4 +0.1%
JWCA
1371
J.W. Coons Advisors
Ohio
$486K – – –
TF
1372
Trek Financial
Arizona
$486K -$388K -3,910 -44%
MF
1373
Manuka Financial
Virginia
$484K +$3.17K +32 +0.7%
PWM
1374
Power Wealth Management
Georgia
$484K +$16K +161 +3%
CD
1375
Chapin Davis
Maryland
$481K +$694 +7 +0.1%
53 54
55
56 57