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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 %
CTI
1501
Community Trust & Investment
Kentucky
$337K +$337K +3,400 New
NA
1502
Note Advisors
New York
$336K -$40.3K -406 -11%
WW
1503
Westshore Wealth
California
$336K -$3.08K -31 -0.9%
WCWM
1504
Willow Creek Wealth Management
California
$335K – – –
GIM
1505
Goelzer Investment Management
Indiana
$335K +$12.8K +129 +4%
WP
1506
Westmount Partners
California
$334K -$7.94K -80 -2%
FNB
1507
Farmers National Bank
Kentucky
$333K -$38.1K -384 -10%
FMP
1508
Financial Management Professionals
Texas
$333K -$33.3K -336 -9%
ATC
1509
Argent Trust Co
Tennessee
$331K -$3.47K -35 -1%
WDL
1510
Well Done LLC
Michigan
$330K +$121K +1,221 +58%
FWMP
1511
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$330K +$397 +4 +0.1%
HCP
1512
Hardin Capital Partners
South Carolina
$330K -$9.29K -94 -3%
CPCP
1513
Cedar Point Capital Partners
Iowa
$328K -$25.5K -257 -7%
MAS
1514
MPWM Advisory Solutions
Georgia
$326K +$175K +1,765 +116%
LA
1515
LM Advisors
California
$325K +$325K +3,273 New
MC
1516
Middleton & Co
Massachusetts
$322K – – –
WBC
1517
West Branch Capital
Massachusetts
$322K -$19.8K -200 -6%
WIA
1518
Wetzel Investment Advisors
Indiana
$320K -$1.29K -13 -0.4%
PA
1519
PSI Advisors
Florida
$320K +$253K +2,548 +375%
SWM
1520
Silverlake Wealth Management
Vermont
$320K +$320K +3,225 New
WCG
1521
Weaver Consulting Group
California
$319K +$8.04K +81 +3%
AFA
1522
American Financial Advisors
Georgia
$319K +$2.18K +22 +0.7%
RWM
1523
Riverbend Wealth Management
South Carolina
$317K +$317K +3,197 New
PWM
1524
Parkshore Wealth Management
California
$317K +$198 +2 +0.1%
RA
1525
Rise Advisors
New York
$312K +$13.2K +133 +4%
59 60
61
62 63