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
25.14%
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 %
SFG
326
Snider Financial Group
Washington
$22.8M +$574K +5,787 +3%
VCA
327
Verdence Capital Advisors
Maryland
$22.7M +$1.06M +10,703 +5%
SS
328
SBI Securities
Japan
$22.4M -$972K -9,796 -4%
AFG
329
Atomi Financial Group
New York
$22M +$1.86M +18,736 +9%
CPA
330
Capital Performance Advisors
California
$21.8M +$5.07M +51,152 +30%
MSFS
331
Main Street Financial Solutions
Pennsylvania
$21.8M +$507K +5,107 +2%
ZF
332
Zhang Financial
Michigan
$21.8M +$7.37M +74,290 +51%
CA
333
Clearstead Advisors
Ohio
$21.8M -$280K -2,822 -1%
TWA
334
TCI Wealth Advisors
Arizona
$21.7M -$513K -5,171 -2%
FFA
335
Farther Finance Advisors
California
$21.7M +$1.41M +14,232 +7%
ASN
336
Advisory Services Network
Georgia
$21.6M -$1.42M -14,370 -6%
CCT
337
Chemung Canal Trust
New York
$21.5M -$1.21M -12,192 -5%
HI
338
Hudock Inc
Pennsylvania
$21.4M +$345K +3,482 +2%
BOC
339
Blue Oak Capital
California
$21.4M +$8.76M +88,281 +69%
LFS
340
Lutz Financial Services
Nebraska
$21.4M -$154K -1,552 -0.7%
VA
341
Valmark Advisers
Ohio
$21.3M -$205K -2,071 -1%
BFG
342
Berger Financial Group
Minnesota
$21.3M +$26.4K +266 +0.1%
FHB
343
First Hawaiian Bank
Hawaii
$21M -$198K -1,993 -0.9%
WAMC
344
Western Asset Management Company
California
$20.6M +$20.6M +208,047 New
CGFA
345
Colton Groome Financial Advisors
North Carolina
$20.6M +$1.78M +17,971 +9%
RCIM
346
Red Cedar Investment Management
Michigan
$20.4M +$16.3M +164,645 +403%
SFS
347
Sowell Financial Services
Arkansas
$20.3M -$320K -3,225 -2%
IWC
348
Integrated Wealth Concepts
Massachusetts
$20.3M -$379K -3,823 -2%
TBC
349
Ted Buchan & Co
California
$19.9M +$790K +7,961 +4%
SWP
350
Summit Wealth Partners
Florida
$19.9M -$3.41M -34,332 -15%
12 13
14
15 16