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 %
OC
501
Oppenheimer & Co
New York
$10.4M +$973K +9,811 +10%
ES
502
Eagle Strategies
New York
$10.3M +$242K +2,443 +2%
OFS
503
Oldfather Financial Services
Nebraska
$10.3M +$111K +1,121 +1%
FWP
504
Forefront Wealth Partners
Texas
$10.1M -$767K -7,914 -7%
BC
505
Bowman & Company
Wisconsin
$10.1M +$27.9K +281 +0.3%
SF
506
Synovus Financial
Georgia
$10.1M -$207K -2,090 -2%
BF
507
Blankinship & Foster
California
$10.1M -$855K -8,621 -8%
ACM
508
Andina Capital Management
Utah
$10M -$1.23M -12,354 -11%
CPO
509
Cerity Partners OCIO
New York
$9.99M +$3.24M +32,704 +48%
OWM
510
Opes Wealth Management
California
$9.87M +$361K +3,639 +4%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$9.83M +$4.5M +45,411 +85%
WFAG
512
Wescott Financial Advisory Group
Pennsylvania
$9.82M -$107K -1,082 -1%
AFS
513
Amtrust Financial Services
New York
$9.78M – – –
MPW
514
MGO Private Wealth
California
$9.74M -$758K -7,641 -7%
CJH
515
Christopher J. Hasenberg
Wisconsin
$9.59M +$8.92M +89,933 +1,343%
National Bank of Canada
516
National Bank of Canada
Quebec, Canada
$9.57M -$12.4M -124,995 -56%
CIAS
517
CFS Investment Advisory Services
New Jersey
$9.48M +$701K +7,064 +8%
AH
518
Addis & Hill
Pennsylvania
$9.42M +$147K +1,483 +2%
SC
519
Slow Capital
California
$9.36M +$36.3K +366 +0.4%
TFO
520
Timonier Family Office
North Carolina
$9.35M +$1.26M +12,742 +16%
WT
521
Whittier Trust
California
$9.13M +$2.59M +26,159 +40%
PP
522
Paloma Partners
Connecticut
$9.09M +$9.09M +91,629 New
CFA
523
Capstone Financial Advisors
Illinois
$9.02M -$486K -4,899 -5%
KFP
524
KMG Fiduciary Partners
Ohio
$9.02M +$819K +8,260 +10%
CM
525
Columbus Macro
Pennsylvania
$9M +$1.92M +19,343 +27%
19 20
21
22 23