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
451
Somnio Financial Group
Connecticut
$12.2M +$12.2M +123,241 New
JWCA
452
J.W. Cole Advisors
Florida
$12.2M +$4.72M +47,548 +63%
MAM
453
Mullooly Asset Management
New Jersey
$12.2M +$294K +2,962 +2%
RWPA
454
Richard W. Paul & Associates
Michigan
$12.2M +$274K +2,761 +2%
AFO
455
Arrowroot Family Office
California
$12.2M +$12.2M +123,028 New
CBT
456
Central Bank & Trust
Kentucky
$12.2M -$1.6M -16,149 -12%
William Blair & Company
457
William Blair & Company
Illinois
$12.1M +$115K +1,163 +1%
CTA
458
Colonial Trust Advisors
South Carolina
$12M +$1.52M +15,339 +15%
LWP
459
LMG Wealth Partners
Louisiana
$12M -$8.73K -88 -0.1%
IWM
460
IHT Wealth Management
Illinois
$11.9M +$167K +1,684 +1%
CG
461
Cynosure Group
Utah
$11.9M +$937K +9,449 +9%
GHA
462
Granite Harbor Advisors
Texas
$11.8M +$1.29K +13 +0%
MGIA
463
Moneta Group Investment Advisors
Missouri
$11.7M +$51.7K +521 +0.4%
ISWM
464
Independent Solutions Wealth Management
New York
$11.6M +$30.3K +305 +0.3%
ODIJL
465
One Day In July LLC
Vermont
$11.6M +$137K +1,379 +1%
HWM
466
HB Wealth Management
Georgia
$11.5M -$3M -30,255 -21%
SFS
467
Sharp Financial Services
Pennsylvania
$11.5M +$1.61M +16,246 +16%
SFP
468
Strategic Financial Partners
Oregon
$11.5M -$6.3M -63,485 -35%
AIA
469
Accelerate Investment Advisors
California
$11.4M +$687K +6,922 +6%
BBW
470
Blue Barn Wealth
Utah
$11.4M +$362K +3,654 +3%
TA
471
TruWealth Advisors
Louisiana
$11.4M +$1.5M +15,078 +15%
MSWM
472
McGlone Suttner Wealth Management
Wisconsin
$11.4M +$485K +4,889 +4%
CLGM
473
Capitolis Liquid Global Markets
New York
$11.3M -$1.5M -15,100 -12%
HIA
474
HTG Investment Advisors
Connecticut
$11.3M +$383K +3,860 +4%
SL
475
Sentinus LLC
Illinois
$11.3M +$1.28M +12,937 +13%
17 18
19
20 21