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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 %
TFM
1701
TFC Financial Management
Massachusetts
$192K +$192K +1,935 New
CIA
1702
Cape Investment Advisory
Georgia
$191K +$3.17K +32 +2%
KSWA
1703
Kathleen S. Wright Associates
Pennsylvania
$184K +$66.7K +672 +57%
RMP
1704
Richards, Merrill & Peterson
Washington
$183K +$7.44K +75 +4%
KFI
1705
Key Financial Inc
Pennsylvania
$182K +$5.26K +53 +3%
ITIM
1706
Indiana Trust & Investment Management
Indiana
$181K +$80.6K +813 +81%
GTAM
1707
Global Trust Asset Management
Florida
$178K – – –
CB
1708
CNB Bank
Pennsylvania
$178K – – –
DSC
1709
Duncker Streett & Co
Missouri
$178K – – –
BDPWM
1710
Barnes Dennig Private Wealth Management
Ohio
$174K +$174K +1,753 New
MPCG
1711
Matrix Private Capital Group
New York
$171K – – –
CPA
1712
Cardiff Park Advisors
California
$164K +$1.39K +14 +0.9%
BONH
1713
Bank of New Hampshire
New Hampshire
$164K – – –
CWM
1714
CarsonAllaria Wealth Management
Illinois
$162K +$115K +1,158 +246%
VWWMG
1715
Vermillion & White Wealth Management Group
Pennsylvania
$161K +$2.78K +28 +2%
BHWM
1716
Beaird Harris Wealth Management
Texas
$156K – – –
DJSG
1717
D.J. St. Germain
Massachusetts
$156K +$154K +1,548 +6,192%
AGWCA
1718
Annis Gardner Whiting Capital Advisors
Florida
$156K +$4.07K +41 +3%
VWM
1719
Valley Wealth Managers
New Jersey
$155K +$23.7K +239 +18%
HWA
1720
HHM Wealth Advisors
Tennessee
$154K -$99.2K -1,000 -39%
CA
1721
Centerpoint Advisors
Massachusetts
$154K – – –
FF
1722
Friedenthal Financial
New Jersey
$152K +$9.03K +91 +6%
FWA
1723
Flagship Wealth Advisors
Massachusetts
$148K +$148K +1,496 New
BSB
1724
Bangor Savings Bank
Maine
$148K – – –
CBT
1725
Crews Bank & Trust
Florida
$146K +$1.19K +12 +0.8%
67 68
69
70 71