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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,868 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 119 funds opening new positions, 834 increasing their positions, 725 reducing their positions, and 104 closing their positions.

Holders
1,868
Holders Change
-31
Holders Change %
-1.63%
% of All Funds
25.08%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.67%
New
119
Increased
834
Reduced
725
Closed
104
Calls
$16.2M
Puts
$9.92M
Net Calls
+$6.32M
Net Calls Change
-$3.39M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$4.36B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$14.4B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.38B
4
BlackRock
4
BlackRock
New York
$4.93B
5
Mastercard Foundation Asset Management (MFAM)
5
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.88B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.61B
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.67B
3
FMI
3
Factory Mutual Insurance
Massachusetts
$224M
4
JHU
4
Johns Hopkins University
Maryland
$1.16B
5
Citadel Advisors
5
Citadel Advisors
Florida
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
251
Koss-Olinger Consulting
Florida
$33.1M 333,891 -10,316 -3%
BWCS
252
Beirne Wealth Consulting Services
Connecticut
$33.1M 333,656 -127,918 -28%
LI
253
LVZ Inc
Michigan
$33M 332,569 +2,397 +0.7%
AssetMark Inc
254
AssetMark Inc
California
$32.9M 332,131 -347,381 -51%
FMC
255
First Merchants Corp
Indiana
$32.9M 331,822 -18,684 -5%
BFA
256
Bright Financial Advisors
Michigan
$32.7M 330,018 +2,772 +0.8%
DWM
257
Dakota Wealth Management
Florida
$32.7M 329,260 +34,137 +12%
ST
258
Smithfield Trust
Pennsylvania
$32M 323,173 +13,099 +4%
BDF
259
Black Diamond Financial
Maryland
$32M 322,654 -42,489 -12%
Principal Financial Group
260
Principal Financial Group
Iowa
$31.5M 317,144 +155,205 +96%
UBV
261
United Bank (Virginia)
Virginia
$31.1M 313,812 +889 +0.3%
SAI
262
Savvy Advisors Inc
New York
$30.9M 311,642 +261,662 +524%
TCM
263
Towercrest Capital Management
Pennsylvania
$30.6M 308,652 -4,034 -1%
AF
264
Advisornet Financial
Minnesota
$30.2M 304,871 +14,061 +5%
GVAG
265
Great Valley Advisor Group
Delaware
$29.9M 301,681 -44,035 -13%
UW
266
Unique Wealth
Florida
$29.6M 298,023 +9,455 +3%
EPP
267
ETF Portfolio Partners
Kansas
$29.5M 297,039 -2,273 -0.8%
CFFNO
268
Common Fund For Nonprofit Organizations
Connecticut
$29.4M 296,732 +89,467 +43%
FBT
269
First Bank & Trust
South Dakota
$29.2M 294,184 +17,398 +6%
PWM
270
Perigon Wealth Management
California
$29.2M 294,142 +26,462 +10%
SWM
271
Spire Wealth Management
Virginia
$29.1M 294,737 -40,495 -12%
FCIM
272
Fairview Capital Investment Management
California
$28.8M 290,772 -3,051 -1%
HW
273
Hancock Whitney
Mississippi
$28.7M 289,290 +9,948 +4%
WA
274
Waverly Advisors
Alabama
$28.6M 288,079 -9,040 -3%
OBWG
275
Onyx Bridge Wealth Group
New York
$28.5M 287,208 +67,944 +31%
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