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 %
LIM
876
Leavell Investment Management
Alabama
$2.37M +$73.3K +739 +3%
CCG
877
Cypress Capital Group
Florida
$2.36M +$204K +2,056 +9%
RPCA
878
Running Point Capital Advisors
California
$2.35M +$52K +524 +2%
Renaissance Technologies
879
Renaissance Technologies
New York
$2.35M +$2.35M +23,700 New
NBWM
880
North Berkeley Wealth Management
California
$2.34M +$291K +2,929 +14%
PG
881
Patten Group
Tennessee
$2.33M +$131K +1,324 +6%
PWAM
882
Private Wealth Asset Management
Iowa
$2.33M -$98.6K -994 -4%
ML
883
McAdam LLC
Pennsylvania
$2.33M -$2.04M -20,549 -47%
CWP
884
Cyndeo Wealth Partners
Florida
$2.33M -$78.1K -787 -3%
CWM
885
C2C Wealth Management
Arizona
$2.32M +$298 +3 +0%
FNBT
886
FineMark National Bank & Trust
Florida
$2.31M -$45.1K -455 -2%
AA
887
Alesco Advisors
New York
$2.29M -$77.8K -784 -3%
NAM
888
NTV Asset Management
West Virginia
$2.28M -$97.7K -985 -4%
PA
889
Pinnacle Associates
New York
$2.27M -$20.5K -207 -0.9%
EF
890
Envision Financial
Wisconsin
$2.26M -$176K -1,771 -7%
MWM
891
Mission Wealth Management
California
$2.26M -$1.05M -10,575 -32%
GIA
892
Gladstone Institutional Advisory
Florida
$2.24M -$397K -4,001 -15%
LC
893
LCNB Corp
Ohio
$2.24M -$106K -1,072 -5%
EIA
894
Edgemoor Investment Advisors
Maryland
$2.23M -$61.5K -620 -3%
RWS
895
Retirement Wealth Solutions
Wisconsin
$2.22M +$80.1K +807 +4%
SHFA
896
SC&H Financial Advisors
Maryland
$2.22M +$132K +1,331 +6%
BFPW
897
BOK Financial Private Wealth
Colorado
$2.21M -$1.08M -10,863 -33%
DI
898
Diligent Investors
California
$2.2M -$2.66M -26,839 -55%
NWAG
899
Net Worth Advisory Group
Utah
$2.2M +$457K +4,606 +26%
SC
900
SouthState Corp
Florida
$2.18M -$150K -1,516 -6%
34 35
36
37 38