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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 %
EFG
1651
Ehrlich Financial Group
California
$227K +$6.65K +67 +3%
EP
1652
Essential Planning
New Hampshire
$227K -$4.96K -50 -2%
HBT
1653
Hills Bank & Trust
Iowa
$226K +$4.07K +41 +2%
CPWA
1654
Cerro Pacific Wealth Advisors
California
$226K +$226K +2,277 New
BO
1655
Bank OZK
Arkansas
$226K +$5.85K +59 +3%
JGCM
1656
Joseph Group Capital Management
Ohio
$226K -$18.1K -182 -7%
FW
1657
FullCircle Wealth
Texas
$226K -$12.7K -128 -5%
AIA
1658
Allied Investment Advisors
Montana
$225K – – –
WWM
1659
Waterway Wealth Management
Texas
$225K +$225K +2,265 New
BPC
1660
Banque Pictet & Cie
Switzerland
$224K – – –
HIIFS
1661
Harel Insurance Investments & Financial Services
Israel
$222K +$18.9K +190 +9%
CFG
1662
Cooper Financial Group
California
$220K -$53.3K -537 -19%
PWP
1663
Pursue Wealth Partners
California
$220K – – –
MTIC
1664
Missouri Trust & Investment Company
Missouri
$220K +$794 +8 +0.4%
BCMLT
1665
Beacon Capital Management LLC (Tennessee)
Tennessee
$220K -$239K -2,406 -52%
RWA
1666
Redhawk Wealth Advisors
Minnesota
$220K +$694 +7 +0.3%
3AM
1667
3EDGE Asset Management
Florida
$220K – – –
PWM
1668
Palumbo Wealth Management
New York
$216K +$216K +2,180 New
PW
1669
Potentia Wealth
California
$216K +$216K +2,175 New
SWM
1670
SilverOak Wealth Management
Minnesota
$215K – – –
VPWA
1671
Vestia Personal Wealth Advisors
Indiana
$215K +$10.6K +107 +5%
DWP
1672
Destiny Wealth Partners
Florida
$214K -$1.59K -16 -0.7%
TC
1673
TownSquare Capital
Utah
$213K -$5.12M -51,643 -96%
FDCDDQ
1674
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K -$13.8K -139 -6%
LSIA
1675
LaSalle St. Investment Advisors
Illinois
$213K +$3.47K +35 +2%
65 66
67
68 69