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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 %
SAS
1526
Stelac Advisory Services
New York
$311K – – –
PWP
1527
Perfromance Wealth Partners
Illinois
$311K +$8.23K +83 +3%
CIC
1528
Cutler Investment Counsel
Oregon
$310K +$15.4K +155 +5%
HFA
1529
Hippocratic Financial Advisors
California
$310K – – –
WF
1530
WinCap Financial
Massachusetts
$309K +$309K +3,114 New
TPW
1531
Talon Private Wealth
Florida
$309K +$34.4K +347 +13%
CGA
1532
Crescent Grove Advisors
Illinois
$307K -$7.54K -76 -2%
MFG
1533
Magnus Financial Group
New York
$306K -$85.2K -859 -22%
SDWMA
1534
Schneider Downs Wealth Management Advisors
Pennsylvania
$305K -$6.05K -61 -2%
IPW
1535
Impact Partnership Wealth
Georgia
$305K -$90.8K -915 -23%
SC
1536
Stephenson & Company
California
$305K – – –
ACM
1537
Absolute Capital Management
Pennsylvania
$304K +$73.1K +737 +32%
BFA
1538
Beaumont Financial Advisors
Massachusetts
$304K -$85.8K -865 -22%
ACA
1539
Affinity Capital Advisors
California
$302K -$28.5K -287 -9%
EB
1540
Eastern Bank
Massachusetts
$302K +$133K +1,345 +79%
LDB
1541
Lee, Danner & Bass
Tennessee
$302K -$819K -8,257 -73%
IFO
1542
Independent Family Office
New York
$301K – – –
CF
1543
Centaurus Financial
California
$300K +$33.7K +340 +13%
GWANC
1544
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K +$167K +1,683 +126%
GCM
1545
Gables Capital Management
Florida
$298K – – –
RCM
1546
Radnor Capital Management
Pennsylvania
$297K -$51.2K -515 -15%
TC
1547
Tenret Company
Florida
$297K – – –
SF
1548
SWP Financial
California
$297K +$14.8K +149 +5%
VCM
1549
Vivaldi Capital Management
Illinois
$295K -$5.26K -53 -2%
CWA
1550
CJM Wealth Advisers
Virginia
$295K -$496 -5 -0.2%
60 61
62
63 64