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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 %
MP
1601
Moment Partners
California
$252K -$15.4K -155 -6%
WAOTB
1602
Wealth Advisors of Tampa Bay
Florida
$251K – – –
RBFC
1603
Roman Butler Fullerton & Co
Missouri
$251K +$251K +2,545 New
SCM
1604
Spreng Capital Management
Ohio
$249K -$36.9K -372 -13%
SC
1605
Sykon Capital
New York
$249K -$15.2K -153 -6%
CPW
1606
Catalyst Private Wealth
California
$248K – – –
OL
1607
Owen LaRue
Kentucky
$248K +$248K +2,502 New
LODC
1608
Lanham O'Dell & Company
West Virginia
$248K – – –
WLIM
1609
White Lighthouse Investment Management
Massachusetts
$248K -$4.66K -47 -2%
NA
1610
Nordwand Advisors
Pennsylvania
$248K +$245K +2,472 +9,156%
BA
1611
Ballew Advisors
Mississippi
$247K -$2.57M -26,145 -91%
EWM
1612
Evermay Wealth Management
Virginia
$246K – – –
AWAG
1613
ARS Wealth Advisors Group
Florida
$246K -$2.58K -26 -1%
KV
1614
Kickstand Ventures
New York
$246K -$3.37K -34 -1%
ME
1615
McIlrath & Eck
Washington
$246K – – –
AG
1616
AmeriFlex Group
Nevada
$245K -$33.3K -336 -12%
SCA
1617
Scott Capital Advisors
Oregon
$245K -$30.2K -307 -11%
ZIG
1618
Zullo Investment Group
Pennsylvania
$244K -$6.94K -70 -3%
FMTCOCP
1619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$243K +$58.1K +585 +31%
HI
1620
Human Investing
Oregon
$243K -$15.9K -160 -6%
MA
1621
Mosaic Advisors
Texas
$242K +$2.38K +24 +1%
RMAM
1622
Raab & Moskowitz Asset Management
New Jersey
$242K +$242K +2,441 New
AIP
1623
Almanack Investment Partners
Pennsylvania
$241K +$241K +2,434 New
TCWM
1624
Total Clarity Wealth Management
Illinois
$241K +$25.6K +258 +12%
C1AG
1625
Client 1st Advisory Group
Florida
$241K – – –
63 64
65
66 67