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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 %
Osaic Holdings
76
Osaic Holdings
Arizona
$171M 1,737,918 +73,754 +4%
COCM
77
Charter Oak Capital Management
New Hampshire
$169M 1,706,856 +39,847 +2%
Comerica Bank
78
Comerica Bank
Texas
$160M 1,609,970 +951,724 +145%
KWM
79
Kingsview Wealth Management
Oregon
$158M 1,594,509 +319,044 +25%
CAAS
80
Capital Asset Advisory Services
Michigan
$158M 1,596,618 +12,784 +0.8%
CWM
81
Cahaba Wealth Management
Georgia
$153M 1,543,357 -10,578 -0.7%
VAS
82
Vestmark Advisory Solutions
Massachusetts
$152M 1,537,274 +1,224,041 +391%
DWM
83
Destination Wealth Management
California
$145M 1,459,869 +13,821 +1%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$141M 1,416,506 +24,816 +2%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$140M 1,413,455 – –
MML Investors Services
86
MML Investors Services
Massachusetts
$136M 1,371,172 -175,398 -11%
WB
87
WesBanco Bank
West Virginia
$132M 1,334,404 +28,769 +2%
ETC
88
Exchange Traded Concepts
Oklahoma
$130M 1,310,076 +1,310,076 New
R
89
Rebalance
California
$129M 1,298,969 +2,545 +0.2%
TW
90
Trajan Wealth
Arizona
$128M 1,288,686 +42,957 +3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$123M 1,239,231 +63,831 +5%
SPIA
92
Steward Partners Investment Advisory
New York
$123M 1,237,908 +93,659 +8%
PS
93
Principal Securities
Iowa
$120M 1,207,095 +154,690 +15%
SMFG
94
Sumitomo Mitsui Financial Group
Japan
$119M 1,202,110 +69,647 +6%
HCM
95
Howard Capital Management
Georgia
$113M 1,135,587 -92,138 -8%
Fisher Asset Management
96
Fisher Asset Management
Washington
$111M 1,123,639 +76,751 +7%
MCCA
97
Mill Creek Capital Advisors
Pennsylvania
$109M 1,101,388 -124,099 -10%
G
98
GenTrust
Florida
$109M 1,095,504 -202,495 -16%
RWM
99
Ritholtz Wealth Management
New York
$106M 1,072,288 +68,932 +7%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$106M 1,064,449 +401,718 +61%
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4
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