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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 %
HTC
1401
Haverford Trust Company
Pennsylvania
$455K -$246K -2,476 -35%
WAM
1402
WNY Asset Management
New York
$454K -$10K -101 -2%
YAL
1403
Your Advocates Ltd
Texas
$454K +$34.7K +350 +8%
AHL
1404
Abel Hall LLC
Louisiana
$449K -$156K -1,576 -26%
RIM
1405
RW Investment Management
Idaho
$449K +$449K +4,522 New
ACM
1406
Advance Capital Management
Michigan
$447K +$196K +1,972 +78%
LWMI
1407
Legacy Wealth Management (Idaho)
Idaho
$446K +$434K +4,376 +3,805%
LIS
1408
Legacy Investment Solutions
Idaho
$446K +$446K +4,491 New
CCAL
1409
City Center Advisors LLC
Michigan
$445K +$27.4K +276 +7%
ITC
1410
Inspire Trust Company
Nevada
$445K – – –
WIM
1411
WealthPlan Investment Management
Nebraska
$444K -$18.7K -188 -4%
HWA
1412
Heritage Wealth Advisors
Virginia
$443K +$31.6K +319 +8%
QWM
1413
Quadcap Wealth Management
Texas
$440K -$57.3K -578 -12%
BWM
1414
Bulltick Wealth Management
Florida
$438K – – –
YDMI
1415
Y.D. More Investments
Israel
$438K +$109K +1,100 +33%
DI
1416
Disciplined Investments
Oklahoma
$436K -$486K -4,903 -53%
CFGW
1417
Chancellor Financial Group WB
Pennsylvania
$436K -$794 -8 -0.2%
RFA
1418
Resurgent Financial Advisors
Georgia
$434K -$104K -1,052 -19%
HR
1419
Howe & Rusling
New York
$433K -$427K -4,305 -50%
WTFG
1420
Wood Tarver Financial Group
Idaho
$432K -$16.6K -168 -4%
GPW
1421
Gray Private Wealth
Massachusetts
$431K +$24.8K +250 +6%
HIP
1422
HUB Investment Partners
Texas
$426K -$163K -1,641 -28%
CSA
1423
Cottage Street Advisors
Massachusetts
$426K +$4.76K +48 +1%
MFWP
1424
Mosaic Family Wealth Partners
Missouri
$425K -$1.09K -11 -0.3%
MCM
1425
MidAtlantic Capital Management
Virginia
$422K +$1.98K +20 +0.5%
55 56
57
58 59