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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 %
AWM
1801
AllSquare Wealth Management
New York
$23.3K – – –
FWM
1802
FSA Wealth Management
Massachusetts
$23.2K – – –
VWM
1803
Vermillion Wealth Management
Minnesota
$23K +$199 +2 +0.9%
HNB
1804
Hilltop National Bank
Wyoming
$21.8K +$21.8K +220 New
SIC
1805
SJS Investment Consulting
Ohio
$21.1K – – –
MBFW
1806
Morton Brown Family Wealth
Pennsylvania
$20.7K – – –
MMCM
1807
Murphy & Mullick Capital Management
New York
$20.4K +$99 +1 +0.5%
FFA
1808
Frazier Financial Advisors
Ohio
$20.4K – – –
TF
1809
Tompkins Financial
New York
$20.2K – – –
IRC
1810
Investors Research Corp
Georgia
$20.1K – – –
FCMT
1811
Founders Capital Management (Texas)
Texas
$19.8K – – –
KTC
1812
Kentucky Trust Company
Kentucky
$19.2K – – –
FP
1813
Financial Perspectives
Minnesota
$18.8K – – –
PAG
1814
Paladin Advisory Group
Iowa
$18.7K – – –
DWM
1815
Dogwood Wealth Management
Kansas
$18.7K +$18.7K +191 New
MFT
1816
Moisand Fitzgerald Tamayo
Florida
$18.5K – – –
HIA
1817
HFM Investment Advisors
New Jersey
$17.8K +$2.68K +27 +18%
LI
1818
LRI Investments
Florida
$17.5K -$16.9K -170 -49%
PWA
1819
Principia Wealth Advisory
Texas
$17.2K +$17.2K +173 New
FGC
1820
Financial Gravity Companies
Texas
$16.5K +$16.5K +166 New
LWA
1821
Lowe Wealth Advisors
Maryland
$15.7K – – –
BC
1822
Barrett & Company
Rhode Island
$15.2K – – –
HC
1823
Hurley Capital
New York
$14.7K – – –
SCM
1824
Sterling Capital Management
North Carolina
$14K – – –
TLA
1825
Tanglewood Legacy Advisors
Texas
$13.2K -$1.09K -11 -8%
71 72
73
74 75