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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
25.09%
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 %
UBS Group
26
UBS Group
Switzerland
$990M 9,981,683 -12,553 -0.1%
FCBT
27
First Citizens Bank & Trust
North Carolina
$985M 9,926,346 -699,274 -7%
Charles Schwab
28
Charles Schwab
California
$984M 9,915,526 -512,628 -5%
Mariner
29
Mariner
Kansas
$974M 9,817,500 +579,335 +6%
AAS
30
Avantax Advisory Services
Texas
$919M 9,265,056 +31,854 +0.3%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$906M 9,128,626 +193,320 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$813M 8,191,211 +505,539 +7%
TIAA Trust, National Association
33
TIAA Trust, National Association
North Carolina
$808M 8,153,181 -615,930 -7%
Stifel Financial
34
Stifel Financial
Missouri
$772M 7,783,701 +1,453,762 +23%
Truist Financial
35
Truist Financial
North Carolina
$688M 6,935,731 +239,422 +4%
Cerity Partners
36
Cerity Partners
New York
$665M 6,704,353 +458,136 +7%
RWP
37
RWA Wealth Partners
Massachusetts
$658M 6,634,648 +1,718,285 +35%
Members Trust
38
Members Trust
Florida
$541M 5,452,801 +130,238 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$527M 5,317,301 +326,247 +7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$523M 5,269,552 +47,713 +0.9%
Prudential Financial
41
Prudential Financial
New Jersey
$522M 5,347,030 +510,558 +11%
USAA
42
United Services Automobile Association
Texas
$498M 5,022,980 +2,069,200 +70%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$474M 4,778,600 +55,700 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$460M 4,633,039 -443,324 -9%
Jane Street
45
Jane Street
New York
$441M 4,445,428 +2,613,588 +143%
DADC
46
D.A. Davidson & Co
Montana
$438M 4,417,779 -18,445 -0.4%
BL
47
Balentine LLC
Georgia
$430M 4,330,816 -83,947 -2%
CI
48
Constellation Investments
Ohio
$412M 4,148,929 – –
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$396M 3,987,632 +39,210 +1%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$396M 3,987,632 +3,987,632 New
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