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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
$4.36B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$14.4B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.38B
4
BlackRock
BlackRock
New York
$4.93B
5
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.88B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.61B
2
Raymond James Financial
Raymond James Financial
Florida
$7.67B
3
FMI
Factory Mutual Insurance
Massachusetts
$224M
4
JHU
Johns Hopkins University
Maryland
$1.16B
5
Citadel Advisors
Citadel Advisors
Florida
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1776
Transce3nd
Texas
$48K +$22K +222 +85%
DFA
1777
DHJJ Financial Advisors
Illinois
$41K – – –
CHC
1778
City Holding Co
West Virginia
$40.9K -$29.7K -299 -42%
GC
1779
Gould Capital
Washington
$36.4K -$6.15K -62 -14%
C
1780
Covestor
United Kingdom
$35K -$2.68K -27 -7%
HBW
1781
Hazlett, Burt & Watson
West Virginia
$34K -$2.22K -23 -6%
RS
1782
Rakuten Securities
Japan
$33.4K -$59.7K -602 -64%
TFA
1783
Toth Financial Advisory
Virginia
$33.3K -$25.8K -260 -44%
RBC
1784
Roble Belko & Company
Pennsylvania
$33K – – –
CWM
1785
Copia Wealth Management
Oregon
$32.8K -$5.75K -58 -15%
CWM
1786
Consultiva Wealth Management
Puerto Rico
$31.4K – – –
ADL
1787
Asset Dedication LLC
California
$31.3K -$40.3K -406 -56%
PMFA
1788
Plante Moran Financial Advisors
Michigan
$31.2K +$16K +161 +105%
BMC
1789
Bear Mountain Capital
Washington
$30.9K +$196 +2 +0.6%
EWA
1790
Elevate Wealth Advisory
Georgia
$30.9K – – –
WWM
1791
Wagner Wealth Management
South Carolina
$30.3K – – –
GWP
1792
Gen-Wealth Partners
Michigan
$29.9K +$497 +5 +2%
PAIM
1793
Punch & Associates Investment Management
Minnesota
$29.8K – – –
MSG
1794
Main Street Group
Virginia
$29.2K +$9.33K +94 +47%
NRWA
1795
North Ridge Wealth Advisors
Oregon
$28.6K +$28.6K +288 New
CNBTD
1796
Citizens National Bank Trust Department
Mississippi
$27.3K -$39.5K -398 -59%
WTA
1797
Washington Trust Advisors
Massachusetts
$26.1K – – –
AIA
1798
Angeles Investment Advisors
California
$25.7K +$25.7K +259 New
BCPWM
1799
Bradley & Co Private Wealth Management
Florida
$25.2K – – –
SA
1800
SRH Advisors
Kansas
$24.8K – – –
70 71
72
73 74