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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 %
IWP
1426
Insight Wealth Partners
Texas
$418K +$134K +1,347 +47%
TWM
1427
Topsail Wealth Management
North Carolina
$418K +$992 +10 +0.2%
SW
1428
SteelPeak Wealth
California
$417K +$19.6K +198 +5%
ACGA
1429
Atlanta Consulting Group Advisors
Georgia
$416K -$35.7K -360 -8%
FF
1430
Farrow Financial
Vermont
$413K +$29.8K +300 +8%
LLWM
1431
Life Line Wealth Management
California
$413K +$4.07K +41 +1%
HDIM
1432
Hanson & Doremus Investment Management
Vermont
$412K -$8.92K -90 -2%
PFBT
1433
Parkside Financial Bank & Trust
Missouri
$411K +$345K +3,480 +525%
2L
1434
25 LLC
Missouri
$409K +$4.66K +47 +1%
ACA
1435
Anchor Capital Advisors
Massachusetts
$409K -$62.4K -629 -13%
BWL
1436
Bogart Wealth LLC
Virginia
$408K – – –
CFG
1437
Carter Financial Group
Illinois
$408K +$408K +4,110 New
W
1438
WealthCollab
Washington
$405K – – –
SSC
1439
Syverson Strege & Co
Iowa
$405K -$43.4K -438 -10%
SXL
1440
Summit X LLC
Missouri
$399K +$1.39K +14 +0.3%
4A
1441
4Wealth Advisors
Illinois
$397K -$992 -10 -0.2%
RA
1442
Rockingstone Advisors
Massachusetts
$397K -$134K -1,350 -25%
FRA
1443
Frank Rimerman Advisors
California
$396K – – –
PWM
1444
PMG Wealth Management
Illinois
$396K -$91.5K -925 -19%
TPWA
1445
Twin Peaks Wealth Advisors
California
$395K -$32.6K -329 -8%
GAB
1446
German American Bancorp
Indiana
$395K -$35.5K -358 -8%
TCOTS
1447
Trust Company of the South
North Carolina
$393K – – –
CT
1448
Clearstead Trust
Maine
$392K +$265K +2,675 +210%
AR
1449
Apeiron RIA
Texas
$388K -$110K -1,104 -22%
DWM
1450
Defined Wealth Management
Oregon
$382K +$18.1K +182 +5%
56 57
58
59 60