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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 %
GWS
1851
Glassman Wealth Services
Virginia
$4.76K -$595 -6 -11%
FGA
1852
Fortis Group Advisors
New Jersey
$4.46K -$284K -2,867 -98%
CMP
1853
Coston McIsaac & Partners
Maine
$4K – – –
MSWA
1854
Marshall & Sterling Wealth Advisors
New York
$3.87K – – –
EWM
1855
EPG Wealth Management
Georgia
$3.83K +$98 +1 +3%
GWSA
1856
Global Wealth Strategies & Associates
Colorado
$3.68K -$795 -8 -18%
DPW
1857
DiNuzzo Private Wealth
Pennsylvania
$3.08K – – –
SFA
1858
Semmax Financial Advisors
North Carolina
$3.06K -$58K -589 -95%
BWAM
1859
Boyd Watterson Asset Management
Ohio
$2.98K – – –
SC
1860
Solstein Capital
California
$2.88K – – –
TIM
1861
Tortoise Investment Management
New York
$2.84K +$685 +7 +32%
1NWS
1862
1 North Wealth Services
Maryland
$2.78K – – –
FRA
1863
Front Row Advisors
California
$2.68K – – –
DWS
1864
Dynamic Wealth Strategies
California
$2.6K – – –
LB
1865
Legacy Bridge
Iowa
$2.48K +$496 +5 +25%
MEG
1866
Millstone Evans Group
Colorado
$2.08K -$86.6K -873 -98%
FUBT
1867
First United Bank & Trust
Maryland
$1.98K – – –
WA
1868
WPG Advisers
Maryland
$1.89K – – –
MHIP
1869
Mountain Hill Investment Partners
New Jersey
$1.8K – – –
PCA
1870
PMV Capital Advisers
Texas
$1.79K +$1.79K +18 New
HFS
1871
Hughes Financial Services
Virginia
$1.59K -$3.37K -34 -68%
PWMG
1872
Prestige Wealth Management Group
New Jersey
$1.39K – – –
NWM
1873
Nova Wealth Management
Florida
$1.29K +$1.29K +13 New
NRC
1874
New Republic Capital
North Carolina
$1.19K – – –
OL
1875
one8zero8 LLC
North Carolina
$992 -$103K -1,042 -99%
73 74
75
76 77