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 %
CAGAS
801
Capital Advisory Group Advisory Services
Minnesota
$3.05M -$117K -1,176 -4%
TWM
802
Thrive Wealth Management
Pennsylvania
$3.02M +$3.02M +30,488 New
HPBT
803
Hickory Point Bank & Trust
Illinois
$3.02M -$1.11M -11,190 -27%
AIM
804
Alhambra Investment Management
Florida
$3.02M -$19.7K -199 -0.6%
NCM
805
Northwest Capital Management
Oregon
$3.01M -$475K -4,790 -14%
MFS
806
Madrona Financial Services
Washington
$3M +$111K +1,123 +4%
DWM
807
DecisionMap Wealth Management
Virginia
$2.97M -$42.9K -432 -1%
WWA
808
Wingate Wealth Advisors
Massachusetts
$2.96M +$2.43M +24,525 +461%
HPM
809
Hoxton Planning & Management
West Virginia
$2.95M -$83.3K -840 -3%
AI
810
Accredited Investors
Minnesota
$2.95M -$154K -1,555 -5%
QCG
811
Quadrant Capital Group
Ohio
$2.94M -$81.6M -822,485 -97%
CA
812
CGN Advisors
Kansas
$2.92M +$24K +242 +0.8%
MA
813
Marquette Associates
Illinois
$2.91M -$3.3M -33,246 -53%
NAG
814
Northstar Advisory Group
New Jersey
$2.91M +$121K +1,219 +4%
PP
815
Prosperity Planning
Missouri
$2.89M -$2.94M – –
GBWM
816
Granite Bay Wealth Management
New Hampshire
$2.89M +$184K +1,859 +7%
DA
817
Denali Advisors
California
$2.88M -$251K -2,527 -8%
WP
818
WealthShield Partners
North Carolina
$2.87M +$97.7K +985 +4%
MFF
819
Michels Family Financial
Texas
$2.86M +$111K +1,122 +4%
OPWM
820
Oxinas Partners Wealth Management
Indiana
$2.86M +$1.53M +15,414 +115%
TPW
821
Turn8 Private Wealth
$2.86M -$122K -1,234 -4%
TA
822
TFB Advisors
Kansas
$2.85M -$68.1K -686 -2%
ICM
823
Intrepid Capital Management
Florida
$2.83M +$2.39M +24,133 +543%
FIB
824
First Interstate Bank
Montana
$2.83M -$32.8K -331 -1%
NL
825
NDWM LLC
California
$2.83M +$160K +1,612 +6%
31 32
33
34 35