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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 %
EWA
1551
Etesian Wealth Advisors
Oregon
$293K -$207K -2,086 -41%
GEA
1552
Glen Eagle Advisors
New Jersey
$290K +$4.17K +42 +1%
SIA
1553
Strategic Investment Advisors
Michigan
$289K +$14.1K +142 +5%
WPC
1554
Waters Parkerson & Co
Louisiana
$289K -$5.46K -55 -2%
SCM
1555
Stordahl Capital Management
Colorado
$288K -$3.47K -35 -1%
EFS
1556
Essex Financial Services
Connecticut
$288K +$288K +2,904 New
HFP
1557
Holistic Financial Partners
Indiana
$288K -$3.97K -40 -1%
EHC
1558
Everett Harris & Co
California
$287K – – –
S
1559
SignatureFD
Georgia
$287K -$715K -7,211 -71%
IBOK
1560
Independence Bank of Kentucky
Kentucky
$285K -$18.8K -190 -6%
EWM
1561
Endowment Wealth Management
Wisconsin
$284K +$25.1K +253 +10%
APW
1562
Axim Planning & Wealth
Ohio
$284K +$284K +2,867 New
AWM
1563
Atticus Wealth Management
Florida
$283K -$416K -4,190 -59%
TCM
1564
Towneley Capital Management
California
$281K -$18.4K -185 -6%
LWM
1565
Lyell Wealth Management
California
$281K – – –
SFP
1566
Sandbox Financial Partners
Maryland
$281K +$281K +2,832 New
CMP
1567
Courage Miller Partners
Virginia
$278K – – –
SCA
1568
Stonebridge Capital Advisors
Minnesota
$278K -$1.98K -20 -0.7%
FWA
1569
FSM Wealth Advisors
Ohio
$277K +$38.1K +388 +16%
BMC
1570
Benin Management Corp
Connecticut
$277K – – –
UBG
1571
United Bank (Georgia)
Georgia
$277K – – –
NCM
1572
Noesis Capital Mangement
Florida
$276K +$276K +2,784 New
BWM
1573
BNC Wealth Management
Oregon
$275K +$9.13K +92 +3%
TCM
1574
Traub Capital Management
Massachusetts
$273K +$273K +2,755 New
AIM
1575
Anchor Investment Management
South Carolina
$273K +$188K +1,894 +221%
61 62
63
64 65