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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 %
WAS
1751
Winch Advisory Services
Wisconsin
$85.7K – – –
PK
1752
Pflug Koory
Nebraska
$84.5K +$793 +8 +0.9%
ACA
1753
Atlas Capital Advisors
Wyoming
$82.9K +$33.3K +336 +67%
LWANC
1754
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$81.2K +8,053 +9,821%
AEPWM
1755
Atlantic Edge Private Wealth Management
Florida
$81.3K -$9.82K -99 -11%
TCM
1756
Tradewinds Capital Management
Washington
$79.9K – – –
JFA
1757
JNBA Financial Advisors
Minnesota
$79K – – –
TSMHT
1758
Thurston Springer Miller Herd & Titak
Indiana
$72.7K +$53.4K +538 +276%
ETS
1759
ESL Trust Services
New York
$71.4K – – –
PP
1760
Pacifica Partners
Canada
$71.2K -$3.06K -31 -4%
BLC
1761
Brown, Lisle/Cummings
Rhode Island
$69.4K -$4.96K -50 -7%
RAM
1762
Riggs Asset Management
Pennsylvania
$69.3K – – –
FFA
1763
Founders Financial Alliance
North Carolina
$68.7K -$190K -1,915 -73%
M
1764
MOTCO
Texas
$67.9K +$53.7K +544 +378%
KHC
1765
Koesten Hirschmann & Crabtree
Kansas
$65K +$4.57K +46 +8%
CFS
1766
Compass Financial Services
Iowa
$65K +$62.2K +627 +2,239%
AWM
1767
Activest Wealth Management
Florida
$61.2K +$43.8K +442 +253%
IAS
1768
IMA Advisory Services
Colorado
$59.9K +$59.9K +604 New
CPG
1769
Cornerstone Planning Group
New Jersey
$57.9K -$10.2K -103 -15%
HIA
1770
Harbor Investment Advisory
Maryland
$56.2K – – –
CPA
1771
Compass Planning Associates
Massachusetts
$55.6K -$351K -3,539 -86%
NWM
1772
Navigoe Wealth Management
California
$53K -$2.74K -28 -5%
MAFA
1773
MJT & Associates Financial Advisory
Minnesota
$52.2K -$4.37K -44 -8%
SC
1774
Steph & Co
Wisconsin
$51.2K +$9.23K +93 +22%
KGP
1775
Keystone Global Partners
Colorado
$50.6K -$21K -211 -29%
69 70
71
72 73