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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
25.14%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.67%
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 %
WA
1626
WealthTrust Axiom
Pennsylvania
$240K – – –
OBWP
1627
O'Brien Wealth Partners
Massachusetts
$240K -$20.7K -209 -8%
PWS
1628
Precision Wealth Strategies
Missouri
$240K +$240K +2,420 New
SO
1629
Sierra Ocean
California
$240K – – –
KCM
1630
Kanawha Capital Management
Virginia
$239K -$12.1K -122 -5%
MFC
1631
Morris Financial Concepts
South Carolina
$238K -$22.2K -224 -9%
HCM
1632
Hengehold Capital Management
Ohio
$238K -$151K -1,526 -39%
FSA
1633
Fort Sheridan Advisors
Illinois
$235K -$18K -181 -7%
NG
1634
Novem Group
New York
$235K +$20.9K +211 +10%
FAN
1635
Financial Advisors Network
California
$235K -$5.46K -55 -2%
WFL
1636
Wealth Forward LLC
North Dakota
$233K +$233K +2,346 New
DWM
1637
Daner Wealth Management
Georgia
$233K +$233K +2,350 New
RIL
1638
Rothschild Investment LLC
Illinois
$232K +$6.75K +68 +3%
PWM
1639
Palacios Wealth Management
Florida
$232K – – –
FDW
1640
Fourth Dimension Wealth
Ohio
$232K +$187K +1,885 +416%
FA
1641
Fiduciary Alliance
South Carolina
$232K +$232K +2,334 New
MA
1642
MONECO Advisors
Connecticut
$231K +$2.98K +30 +1%
BOPW
1643
Brandywine Oak Private Wealth
Pennsylvania
$230K -$138K -1,390 -37%
FMTC
1644
Farmers & Merchants Trust Company
California
$230K +$230K +2,319 New
LOPW
1645
Live Oak Private Wealth
North Carolina
$229K -$7.14K -72 -3%
SOAG
1646
Silver Oak Advisory Group
Oregon
$229K – – –
KFGK
1647
Keystone Financial Group (Kentucky)
Kentucky
$228K -$721K -7,267 -76%
ESB
1648
Essex Savings Bank
Connecticut
$228K -$22.6K -228 -9%
AP
1649
Appleton Partners
Massachusetts
$228K +$21.6K +218 +10%
PMA
1650
Prudent Man Advisors
Illinois
$228K – – –
64 65
66
67 68