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
25.13%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.66%
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 %
APP
526
Avantax Planning Partners
Iowa
$8.97M -$214K -2,153 -2%
VPA
527
Vernal Point Advisors
California
$8.96M -$1.06M -10,648 -11%
LRWA
528
Long Run Wealth Advisors
New York
$8.9M +$180K +1,811 +2%
FA
529
FDx Advisors
Illinois
$8.88M -$194K -1,956 -2%
CFG
530
Cosner Financial Group
Colorado
$8.82M +$975K +9,824 +12%
BWM
531
BCS Wealth Management
Tennessee
$8.76M +$1.51M +15,268 +21%
CCM
532
Crabel Capital Management
California
$8.69M +$2.71M +27,331 +45%
SAM
533
Summit Asset Management
Tennessee
$8.65M +$109K +1,100 +1%
FCM
534
Firestone Capital Management
Florida
$8.6M -$300K -3,023 -3%
MFG
535
Merit Financial Group
Georgia
$8.58M +$1.85M +18,642 +27%
NFP
536
NorthLanding Financial Partners
New York
$8.58M +$95.5K +963 +1%
CT
537
Colonial Trust
South Carolina
$8.57M +$1.08M +10,911 +14%
SCI
538
Silver Coast Investments
United States
$8.56M -$8.26M -83,258 -49%
Qube Research & Technologies (QRT)
539
Qube Research & Technologies (QRT)
United Kingdom
$8.54M -$7.84M -79,009 -48%
OIA
540
OneDigital Investment Advisors
Kansas
$8.52M +$1.77M +17,873 +26%
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
$8.52M -$7.9M – –
LAM
542
Lifestyle Asset Management
Texas
$8.49M -$11.2K -113 -0.1%
CAG
543
Csenge Advisory Group
Florida
$8.42M -$84.3K -859 -1%
GAG
544
GM Advisory Group
New York
$8.41M +$30.5K +307 +0.4%
AWA
545
Arete Wealth Advisors
Illinois
$8.41M -$701K -7,071 -8%
BRWA
546
B. Riley Wealth Advisors
Florida
$8.39M +$8.39M +84,556 New
FA
547
Flagstar Advisors
New York
$8.37M -$1.17M -11,808 -12%
GMA
548
Glassy Mountain Advisors
Maryland
$8.35M +$229K +2,305 +3%
GSEP
549
Golden State Equity Partners
California
$8.31M +$4.6M +46,413 +124%
CT
550
Coastline Trust
Rhode Island
$8.3M -$10.5K -106 -0.1%
20 21
22
23 24