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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 %
MCWA
1476
Meadow Creek Wealth Advisors
Georgia
$358K – – –
PJWM
1477
Philip James Wealth Mangement
Georgia
$357K – – –
PSA
1478
Plum Street Advisors
Louisiana
$357K -$75.8K -764 -18%
CAL
1479
Capital Advisors Ltd
Ohio
$357K +$396 +4 +0.1%
EWM
1480
Elevatus Welath Management
New York
$356K -$17.2M -173,293 -98%
SWP
1481
Semus Wealth Partners
Florida
$355K +$125K +1,260 +54%
MWM
1482
MGB Wealth Management
Texas
$354K +$354K +3,579 New
SF
1483
Strategent Financial
Virginia
$353K -$26.1K -263 -7%
PRA
1484
Pine Ridge Advisers
New York
$351K +$351K +3,543 New
CWS
1485
Cypress Wealth Services
California
$350K -$56.4K -569 -14%
AAS
1486
Annex Advisory Services
Wisconsin
$349K -$57.1K -576 -14%
WA
1487
WP Advisors
California
$349K -$4.85M -48,913 -93%
TWP
1488
Tempus Wealth Planning
California
$348K -$31.4K -317 -8%
LAM
1489
Lewis Asset Management
California
$348K +$348K +3,513 New
BWM
1490
Brickley Wealth Management
California
$348K +$27.6K +278 +9%
EFG
1491
Everhart Financial Group
Ohio
$346K -$7.04K -71 -2%
JFG
1492
Jefferies Financial Group
New York
$344K -$26.2K -264 -7%
CP
1493
Canopy Partners
Ohio
$342K – – –
EDRH
1494
Edmond de Rothschild Holding
Switzerland
$342K – – –
RBC
1495
Romano Brothers & Co
Illinois
$342K – – –
GFG
1496
GR Financial Group
Arizona
$341K -$74.1K -747 -18%
AC
1497
AlphaCore Capital
California
$340K +$300K +3,024 +741%
SWM
1498
Segment Wealth Management
Texas
$340K +$7.94K +80 +2%
NFA
1499
Northwest Financial Advisors
Virginia
$339K -$5.95K -60 -2%
SWA
1500
SOA Wealth Advisors
New York
$337K +$5.75K +58 +2%
58 59
60
61 62