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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 %
Citigroup
51
Citigroup
New York
$352M 3,549,464 +97,364 +3%
CA
52
Cambridge Associates
Massachusetts
$341M 3,440,357 +2,525,848 +276%
SAG
53
SageView Advisory Group
California
$326M 3,311,083 -80,157 -2%
PCIA
54
Prime Capital Investment Advisors
Kansas
$317M 3,199,109 +1,100,401 +52%
SWM
55
SigFig Wealth Management
California
$312M 3,155,331 +62,495 +2%
SAM
56
Simplify Asset Management
Nevada
$308M 3,109,340 +62,496 +2%
VIA
57
Vantagepoint Investment Advisers
District of Columbia
$295M 2,977,718 -722,000 -20%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$294M 2,960,827 -122,981 -4%
MSA
59
Mason Street Advisors
Wisconsin
$277M 2,792,394 +247,294 +10%
SDIC
60
South Dakota Investment Council
South Dakota
$277M 2,790,935 -154,950 -5%
P
61
&Partners
Tennessee
$261M 2,621,743 +646,968 +33%
AllianceBernstein
62
AllianceBernstein
Tennessee
$254M 2,562,997 -6,934 -0.3%
DWM
63
Dynasty Wealth Management
Florida
$245M 2,466,758 -24,331 -1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$238M 2,397,183 +745,026 +45%
EWA
65
EP Wealth Advisors
California
$235M 2,370,636 +24,666 +1%
FMI
66
Factory Mutual Insurance
Massachusetts
$224M 2,253,600 -3,039,057 -57%
BTI
67
Blue Trust Inc
Georgia
$220M 2,218,495 -37,978 -2%
HighTower Advisors
68
HighTower Advisors
Illinois
$211M 2,131,014 +116,964 +6%
LMIM
69
Lockheed Martin Investment Management
Maryland
$205M 2,065,000 +1,695,075 +458%
QWP
70
Quotient Wealth Partners
Texas
$205M 2,063,134 +46,946 +2%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$199M 2,001,439 +245,203 +14%
SP
72
Stairway Partners
Illinois
$196M 1,972,835 -70,149 -3%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$191M 1,920,386 -361,041 -16%
DCM
74
Disciplina Capital Management
Tennessee
$189M 1,907,915 -190,473 -9%
AWM
75
Axxcess Wealth Management
California
$174M 1,749,580 +41,470 +2%
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