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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 %
KW
1951
KWB Wealth
California
– -$212K -2,187 Closed
KL
1952
KWMG LLC
Kansas
– -$216K -2,185 Closed
RWB
1953
RMR Wealth Builders
New Jersey
– -$208K -2,098 Closed
AFO
1954
Allie Family Office
Florida
– -$205K -2,098 Closed
PCMF
1955
Private Capital Management (Florida)
Florida
– -$205K -2,077 Closed
CCG
1956
Coastwise Capital Group
California
– -$205K -2,071 Closed
RT
1957
Rockland Trust
Massachusetts
– -$204K -2,058 Closed
FS
1958
Financial Symmetry
North Carolina
– -$202K -2,045 Closed
MKA
1959
M. Kulyk & Associates
Georgia
– -$202K -2,038 Closed
RCA
1960
Runnymede Capital Advisors
Ohio
– -$165K -1,666 Closed
SIM
1961
Synergy Investment Management
Florida
– -$160K -1,615 Closed
DI
1962
DAGCO Inc
Ohio
– -$141K -1,422 Closed
EF
1963
Elite Financial
Idaho
– -$133K -1,350 Closed
FPB
1964
First PREMIER Bank
South Dakota
– -$132K -1,339 Closed
TCPG
1965
Trivant Custom Portfolio Group
California
– -$109K -1,099 Closed
BAM
1966
Byrne Asset Management
New Jersey
– -$52.5K -531 Closed
GGI
1967
Godsey & Gibb Inc
Virginia
– -$45.9K -464 Closed
RWM
1968
Ruedi Wealth Management
Illinois
– -$38.7K -391 Closed
MIM
1969
MTM Investment Management
South Carolina
– -$36.6K -370 Closed
WAG
1970
Wiser Advisor Group
Arizona
– -$27.9K -282 Closed
BFP
1971
Briaud Financial Planning
Texas
– -$25K -254 Closed
GFPC
1972
Global Financial Private Client
Florida
– -$24.4K -247 Closed
KWM
1973
Kiker Wealth Management
Georgia
– -$22.3K -225 Closed
SFG
1974
Stonebridge Financial Group
Pennsylvania
– -$14.1K -143 Closed
CFO
1975
Colony Family Offices
North Carolina
– -$13.4K -135 Closed
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