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 %
SWP
376
Stratos Wealth Partners
Ohio
$17.5M -$57.6K -581 -0.3%
RCS
377
Retirement Capital Strategies
California
$17.4M +$7.44M +75,011 +75%
GCM
378
Genus Capital Management
British Columbia, Canada
$17.4M +$106K +1,070 +0.6%
SPC
379
Sigma Planning Corp
Michigan
$17.2M -$488K -4,918 -3%
SCTC
380
Sanibel Captiva Trust Company
Florida
$17.2M +$1.15M +11,638 +7%
CWM
381
Congress Wealth Management
Massachusetts
$17.1M +$7.79M +78,480 +83%
OFG
382
Omega Financial Group
California
$17M +$266K +2,681 +2%
JAA
383
Joel Adams & Associates
North Carolina
$16.8M +$632K +6,368 +4%
OHWP
384
Oak Harbor Wealth Partners
North Carolina
$16.8M -$47.3K -477 -0.3%
AWM
385
Ameliora Wealth Management
Switzerland
$16.5M -$5.58M -56,250 -25%
TRCT
386
Tower Research Capital (TRC)
New York
$16.4M +$15.5M +156,097 +1,637%
SWA
387
Stratos Wealth Advisors
Ohio
$16.4M -$1.27M -12,835 -7%
SCM
388
SCS Capital Management
Massachusetts
$16.4M -$772K -7,778 -5%
FPGK
389
Financial Partners Group (Kansas)
Kansas
$16.4M +$16.4M +164,957 New
AIA
390
Ally Invest Advisors
North Carolina
$16.2M +$843K +8,493 +5%
Schroder Investment Management Group
391
Schroder Investment Management Group
United Kingdom
$16.2M +$487K +4,926 +3%
AFP
392
Alpha Financial Partners
Kentucky
$16.2M +$141K +1,417 +0.9%
Natixis Advisors
393
Natixis Advisors
Massachusetts
$16.1M +$2.52M +25,446 +19%
BCWM
394
Bartlett & Co Wealth Management
Ohio
$16.1M -$542K -5,463 -3%
JJBC
395
James J. Burns & Company
New York
$16M +$826K +8,331 +5%
CL
396
Choreo LLC
Illinois
$16M -$988K -9,958 -6%
CWM
397
Chesapeake Wealth Management
Virginia
$16M -$36K -363 -0.2%
WT
398
Washington Trust
Rhode Island
$15.9M -$445K -4,481 -3%
OAM
399
Oppenheimer Asset Management
New York
$15.8M +$508K +5,119 +3%
DE
400
Diversified Enterprises
Delaware
$15.7M +$3.04M +30,693 +24%
14 15
16
17 18