AGG icon

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 %
AAP
226
Arax Advisory Partners
Colorado
$38.4M +$1.64M +16,299 +4%
RSWM
227
Robertson Stephens Wealth Management
California
$38.2M +$744K +7,504 +2%
FWC
228
First Washington Corp
Washington
$38.1M – – –
GRP
229
Global Retirement Partners
California
$38M +$38M +383,088 New
RhumbLine Advisers
230
RhumbLine Advisers
Massachusetts
$37.9M -$16.2M -163,761 -30%
EI
231
eCIO Inc
Wisconsin
$37.9M +$1.25M +12,584 +3%
BAM
232
Brave Asset Management
New Jersey
$37.6M +$37.6M +379,283 New
PCG
233
Prosperity Consulting Group
Maryland
$37.5M -$1.92M -19,333 -5%
FBB
234
Fulton Breakefield Broenniman
Maryland
$37.4M -$8.43K -85 -0%
TWA
235
Tandem Wealth Advisors
Arizona
$37.1M -$2.13M -21,433 -5%
FHA
236
Flagship Harbor Advisors
Massachusetts
$37M +$3.39M +34,146 +10%
Financial Engines Advisors
237
Financial Engines Advisors
California
$36.7M +$20.2M +203,205 +122%
CM
238
Cornerstone Management
Georgia
$36.6M +$66.4K +669 +0.2%
PWA
239
Provenance Wealth Advisors
Florida
$36.3M +$784K +7,907 +2%
FFA
240
First Foundation Advisors
California
$35.9M -$167K -1,682 -0.5%
MMA
241
Miracle Mile Advisors
California
$35.6M +$4.46M +44,939 +14%
BSSFA
242
Baron Silver Stevens Financial Advisors
Florida
$35.6M +$1.27M +12,769 +4%
FBFS
243
First Business Financial Services
Wisconsin
$35.4M -$2.27M -22,861 -6%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$35.4M -$55.4M -558,712 -61%
GAM
245
Gotham Asset Management
New York
$35.2M +$12.1M +122,262 +53%
MCM
246
MAI Capital Management
Ohio
$35.1M +$2.77M +27,879 +9%
BWM
247
Boyd Wealth Management
California
$34.9M -$1.29M -12,969 -4%
TA
248
Tectonic Advisors
Texas
$34.8M +$485K +4,887 +1%
AIP
249
Ameritas Investment Partners
Nebraska
$34.3M -$1.74M -17,514 -5%
SIM
250
Strategic Investment Management
Virginia
$34.2M +$64.5K +650 +0.2%
8 9
10
11 12