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 %
VHAM
476
Van Hulzen Asset Management
California
$11.3M +$179K +1,802 +2%
RFG
477
RFP Financial Group
Georgia
$11.2M -$179K -1,807 -2%
PFM
478
Peak Financial Management
Massachusetts
$11.2M +$187K +1,890 +2%
LIA
479
LifePlan Investment Advisors
North Carolina
$11.1M +$125K +1,260 +1%
EWA
480
Exencial Wealth Advisors
Oklahoma
$11M -$703K -7,086 -6%
NL
481
NWAM LLC
Washington
$11M -$193K -1,961 -2%
CIBC World Market
482
CIBC World Market
Ontario, Canada
$11M -$218K -2,199 -2%
AWMG
483
Alliance Wealth Management Group
New Jersey
$11M -$356K -3,586 -3%
AA
484
Addison Advisors
Vermont
$11M +$397K +4,000 +4%
IA
485
IFP Advisors
Florida
$11M +$3.68M +37,120 +50%
KFO
486
Kopp Family Office
Minnesota
$10.9M +$129K +1,300 +1%
CFG
487
Citizens Financial Group
Rhode Island
$10.9M +$3.6M +36,338 +49%
COFSG
488
Carbahal Olsen Financial Services Group
California
$10.9M +$429K +4,325 +4%
HNW
489
High Note Wealth
Minnesota
$10.8M -$5.46M -55,017 -34%
BCP
490
Blue Chip Partners
Michigan
$10.7M -$578K -5,825 -5%
GWM
491
Geneos Wealth Management
Colorado
$10.7M -$3.63M -36,585 -25%
RC
492
Roundview Capital
New Jersey
$10.7M -$47.8K -482 -0.4%
TAM
493
TCP Asset Management
Ohio
$10.6M +$217K +2,183 +2%
FTS
494
Fifth Third Securities
Ohio
$10.6M +$209K +2,104 +2%
SSW
495
Smith Shellnut Wilson
Mississippi
$10.6M +$99 +1 +0%
MA
496
Mutual Advisors
Nebraska
$10.5M -$14.5M -146,945 -58%
CFO
497
CVA Family Office
Colorado
$10.4M +$1.2M +12,123 +13%
ANC
498
Ames National Corp
Iowa
$10.4M -$543K -5,470 -5%
HNB
499
Huntington National Bank
Ohio
$10.4M -$10.2M – –
BBVA
500
Banco Bilbao Vizcaya Argentaria
Spain
$10.4M -$165K -1,670 -2%
18 19
20
21 22