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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 %
BCM
1376
Boreal Capital Management
Florida
$478K +$478K +4,820 New
NWA
1377
New World Advisors
Massachusetts
$477K -$239K -2,406 -33%
Vontobel Holding
1378
Vontobel Holding
Switzerland
$477K +$30.8K +310 +7%
CSPIA
1379
Cary Street Partners Investment Advisory
Virginia
$476K +$307K +3,094 +181%
DQRIM
1380
Dale Q Rice Investment Management
Washington
$474K -$474K -4,847 -50%
WJA
1381
Willis Johnson & Associates
Texas
$474K +$30.7K +309 +7%
DW30
1382
Drucker Wealth 3.0
New Jersey
$474K +$13.7K +139 +3%
MPW
1383
MASECO Private Wealth
$473K +$473K +4,768 New
MW
1384
MBL Wealth
North Carolina
$472K -$595 -6 -0.1%
MYIA
1385
Mount Yale Investment Advisors
Colorado
$471K -$228K -2,299 -33%
RCM
1386
Rivernorth Capital Management
Florida
$470K +$470K +4,742 New
AP
1387
Americana Partners
Texas
$470K -$7.54K -76 -2%
MCM
1388
M1 Capital Management
Michigan
$469K +$67.4K +679 +17%
DSA
1389
Droms Strauss Advisors
Missouri
$469K +$171K +1,723 +57%
HWM
1390
Hemington Wealth Management
Virginia
$468K +$73.1K +737 +19%
MWM
1391
Mittelman Wealth Management
Massachusetts
$468K -$410K -4,132 -47%
BC
1392
Burney Company
Virginia
$467K -$211K -2,127 -31%
VFG
1393
Victory Financial Group
Texas
$467K -$466K -4,700 -50%
BRM
1394
Boston Research & Management
Massachusetts
$466K +$33.4K +337 +8%
ALA
1395
Atlas Legacy Advisors
California
$466K +$7.84K +79 +2%
SCG
1396
Sonata Capital Group
Washington
$464K – – –
HHGA
1397
Halbert Hargrove Global Advisors
California
$464K – – –
BWM
1398
Brown Wealth Management
Illinois
$459K – – –
KAS
1399
KPP Advisory Services
Kentucky
$457K -$72.3K -729 -14%
AQR Capital Management
1400
AQR Capital Management
Connecticut
$456K -$115K -1,158 -20%
54 55
56
57 58