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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
25.13%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.66%
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 %
FSC
201
Full Sail Capital
Oklahoma
$42.6M +$2.08M +20,987 +5%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$42.6M -$3.27K -33 -0%
GP
203
Gridiron Partners
Pennsylvania
$42.2M +$1.89M +19,088 +5%
VC
204
Vicus Capital
Pennsylvania
$42M +$554K +5,586 +1%
KP
205
Keel Point
Alabama
$41.8M +$600K +6,045 +1%
MWM
206
MTC Wealth Management
Florida
$41.5M -$1.36M -13,682 -3%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$41.4M +$30.3M +305,145 +272%
TCM
208
Twele Capital Management
Minnesota
$41.3M +$2.05M +20,642 +5%
TPCW
209
TD Private Client Wealth
New York
$41.1M +$1.32M +13,320 +3%
ANB
210
Amarillo National Bank
Texas
$40.9M -$9.7M -97,832 -19%
DFC
211
DB Fitzpatrick & Co
Idaho
$40.8M +$819K +8,259 +2%
AG
212
Ascent Group
Virginia
$40.8M +$3.48M +35,040 +9%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$40.6M -$165K -1,660 -0.4%
PP
214
Passaic Partners
New Jersey
$40.6M +$11.3M +113,905 +39%
AWM
215
Abound Wealth Management
Tennessee
$40.2M +$1.67M +16,839 +4%
EH
216
Equitable Holdings
New York
$40.1M +$711K +7,164 +2%
COI
217
Connable Office Inc
Michigan
$39.8M +$11.9M +119,947 +43%
SPP
218
Single Point Partners
Massachusetts
$39.7M +$822K +8,574 +2%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$39.6M +$2.27M +22,929 +6%
LFS
220
Legacy Financial Strategies
Kansas
$39.6M +$201K +2,030 +0.5%
AIA
221
Arbor Investment Advisors
North Carolina
$39.6M +$404K +4,075 +1%
STA
222
Summit Trail Advisors
New York
$39.4M +$39.4M +397,534 New
AFAS
223
Acorn Financial Advisory Services
Virginia
$38.9M +$1.01M +10,135 +3%
FPCP
224
Fort Point Capital Partners
California
$38.7M +$1.19M +12,000 +3%
BA
225
Bristlecone Advisors
Washington
$38.7M -$2.41M -24,247 -6%
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