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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 %
TLFA
1901
True Link Financial Advisors
California
– -$2.97M -30,000 Closed
PIWA
1902
Prevail Innovative Wealth Advisors
Kansas
– -$2.24M -22,693 Closed
EFA
1903
Evernest Financial Advisors
Indiana
– -$2.07M -20,906 Closed
GP
1904
Greenline Partners
New York
– -$31.5K -19,545 Closed
MWA
1905
Muirfield Wealth Advisors
North Carolina
– -$1.89M -19,122 Closed
VF
1906
Vawter Financial
Ohio
– -$1.86M -18,818 Closed
RL
1907
Retireful LLC
Michigan
– -$1.73M -17,533 Closed
GC
1908
GFG Capital
Florida
– -$1.55M -15,681 Closed
HOWA
1909
Heritage Oak Wealth Advisors
Florida
– -$1.44M -14,570 Closed
FFB
1910
First Financial Bankshares
Texas
– -$1.32M -13,374 Closed
AC
1911
ASB Consultores
Florida
– -$1.06M -10,730 Closed
AAA
1912
AG Asset Advisory
California
– -$1M -10,114 Closed
KFG
1913
Kingdom Financial Group
Arizona
– -$724K -7,323 Closed
AF
1914
Aviso Financial
Ontario, Canada
– -$628K -6,341 Closed
RIM
1915
Redwood Investment Management
Arizona
– -$598K -6,049 Closed
TDWM
1916
Topel & Distasi Wealth Management
California
– -$587K -5,930 Closed
TCM
1917
Tassel Capital Management
North Carolina
– -$544K -5,495 Closed
RFA
1918
RTD Financial Advisors
Pennsylvania
– -$537K -5,427 Closed
LAMNM
1919
Longview Asset Management (New Mexico)
New Mexico
– -$485K -4,899 Closed
CPCM
1920
Cardinal Point Capital Management
Ontario, Canada
– -$480K -4,853 Closed
JWBC
1921
John W. Brooker & Co
California
– -$455K -4,603 Closed
TCM
1922
Twin Capital Management
Pennsylvania
– -$441K -4,453 Closed
LA
1923
LexAurum Advisors
Kansas
– -$434K -4,386 Closed
CG
1924
CFO4Life Group
Texas
– -$423K -4,279 Closed
PGF
1925
Plan Group Financial
Oklahoma
– -$416K -4,209 Closed
75 76
77
78 79