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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 %
WMN
1676
Wealth Management Nebraska
Nebraska
$211K -$670K -6,845 -76%
LPP
1677
Life Planning Partners
Florida
$211K +$397 +4 +0.2%
KPP
1678
Kings Path Partners
Texas
$210K -$2.48K -25 -1%
BWL
1679
Beacon Wealthcare LLC
North Carolina
$209K +$209K +2,108 New
AWM
1680
Accredited Wealth Management
Kentucky
$209K – – –
BCM
1681
Boltwood Capital Management
California
$208K – – –
PAM
1682
PCG Asset Management
New Jersey
$208K – – –
GCL
1683
Gouws Capital LLC
North Carolina
$208K – – –
WOSD
1684
WFA of San Diego
California
$208K +$208K +2,100 New
MG
1685
McHugh Group
Ohio
$207K – – –
HCA
1686
Harbour Capital Advisors
Virginia
$207K +$5.43K +55 +3%
TCOT
1687
Trust Company of Toledo
Ohio
$206K – – –
FWP
1688
Falcon Wealth Planning
California
$205K +$2.38K +24 +1%
PWA
1689
Primoris Wealth Advisors
Florida
$205K -$275K -2,771 -57%
PHIC
1690
Pine Haven Investment Counsel
Massachusetts
$205K – – –
MWM
1691
Maltin Wealth Management
New Jersey
$204K +$204K +2,058 New
EWM
1692
Evercore Wealth Management
New York
$203K – – –
PWM
1693
Partners Wealth Management
California
$203K – – –
WCP
1694
Wick Capital Partners
Pennsylvania
$202K +$168K +9,947 +489%
FHC
1695
First Heartland Consultants
Missouri
$202K +$202K +2,034 New
TWM
1696
TCFG Wealth Management
California
$201K +$201K +2,029 New
WIC
1697
Woodmont Investment Counsel
Tennessee
$201K – – –
DAM
1698
Delta Asset Management
Tennessee
$201K -$1.49K -15 -0.7%
FIM
1699
FWL Investment Management
Texas
$200K – – –
MCA
1700
Midwest Capital Advisors
Michigan
$197K -$35.5K -358 -15%
66 67
68
69 70