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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
25.15%
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 %
FFO
1826
Fortitude Family Office
Arizona
$12.9K +$12.9K +130 New
IWMA
1827
Ironwood Wealth Management (Arizona)
Arizona
$12K -$6.05K -61 -34%
OSNBOA
1828
Old Second National Bank of Aurora
Illinois
$11.6K +$11.6K +117 New
IHWM
1829
Iron Horse Wealth Management
Iowa
$10.2K +$7.02K +71 +222%
AI
1830
Arvest Investments
Arkansas
$10K – – –
SOW
1831
State of Wyoming
Wyoming
$9.92K – – –
OPTFSNA
1832
Old Point Trust & Financial Services N A
Virginia
$9.42K – – –
Deutsche Bank
1833
Deutsche Bank
Germany
$8.83K – – –
PFA
1834
Pillar Financial Advisors
Kentucky
$8.63K – – –
GI
1835
GAMMA Investing
California
$8.53K – – –
BOJHT
1836
Bank of Jackson Hole Trust
Wyoming
$8.33K -$21.9K -221 -72%
NRG
1837
Nemes Rush Group
Michigan
$8.17K – – –
CAM
1838
Clarity Asset Management
Iowa
$8.13K -$2.08K -21 -20%
LFA
1839
LGT Financial Advisors
Texas
$7.64K -$99 -1 -1%
IWM
1840
IMG Wealth Management
Florida
$7.44K -$36K -363 -83%
QWM
1841
Quaker Wealth Management
New Jersey
$7.14K +$7.14K +72 New
FCT
1842
First Community Trust
Iowa
$6.45K +$6.45K +65 New
SWIG
1843
Strategic Wealth Investment Group
Kentucky
$6.35K +$6.35K +64 New
TAM
1844
Townsend Asset Management
North Carolina
$6.25K – – –
SL
1845
Salomon & Ludwin
Virginia
$6.02K -$1.78K -18 -23%
OIA
1846
Optimum Investment Advisors
Illinois
$5.95K – – –
VCM
1847
Versant Capital Management
Arizona
$5.85K – – –
VNA
1848
Valley National Advisers
Pennsylvania
$5K – – –
NEAM
1849
New England Asset Management
Connecticut
$4.96K – – –
PA
1850
Pineridge Advisors
Missouri
$4.81K +$98 +1 +2%
72 73
74
75 76