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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 %
GS
1926
GTS Securities
New York
– -$392K -3,965 Closed
NA
1927
Novus Advisors
South Carolina
– -$374K -3,776 Closed
IWM
1928
Iams Wealth Management
Nebraska
– -$373K -3,770 Closed
WWM
1929
Wiser Wealth Management
Georgia
– -$366K -3,697 Closed
HCP
1930
Hexagon Capital Partners
Arkansas
– -$332K -3,357 Closed
SSW
1931
Stone Summit Wealth
Florida
– -$315K -3,188 Closed
MWM
1932
Maripau Wealth Management
Indiana
– -$310K -3,137 Closed
AGC
1933
Aspen Grove Capital
Colorado
– -$302K -3,048 Closed
SIA
1934
SkyView Investment Advisors
New Jersey
– -$298K -3,012 Closed
FT
1935
Fiduciary Trust
Massachusetts
– -$293K -2,959 Closed
ONST
1936
Old North State Trust
North Carolina
– -$271K -2,800 Closed
PFC
1937
Phocas Financial Corp
California
– -$276K -2,791 Closed
PPWM
1938
PFG Private Wealth Management
Florida
– -$274K -2,769 Closed
PWMG
1939
Pinnacle Wealth Management Group
Michigan
– -$270K -2,726 Closed
SPW
1940
Surience Private Wealth
Washington
– -$266K -2,693 Closed
LWM
1941
Lakeridge Wealth Management
Ohio
– -$265K -2,679 Closed
RFP
1942
Root Financial Partners
California
– -$252K -2,551 Closed
PAMG
1943
Patton Albertson Miller Group
Tennessee
– -$245K -2,473 Closed
WWA
1944
Wealth Watch Advisors
Colorado
– -$240K -2,426 Closed
NA
1945
Nottingham Advisors
New York
– -$238K -2,407 Closed
AFA
1946
AllGen Financial Advisors
Florida
– -$233K -2,359 Closed
AIA
1947
AssuredPartners Investment Advisors
Florida
– -$232K -2,341 Closed
PWMG
1948
Pioneer Wealth Management Group
Texas
– -$228K -2,309 Closed
Wealthfront Advisers
1949
Wealthfront Advisers
California
– -$221K -2,231 Closed
HA
1950
Herold Advisors
New York
– -$220K -2,221 Closed
76 77
78
79 80