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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 %
SWP
101
Sagespring Wealth Partners
Tennessee
$105M 24,538,059 +1,052 +0%
CAG
102
Crestwood Advisors Group
Massachusetts
$105M 1,054,561 +34,475 +3%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$102M 1,023,329 -12,189 -1%
GLLW
104
Graves Light Lenhart Wealth
Virginia
$100M 1,010,986 +12,828 +1%
CTB
105
Country Trust Bank
Illinois
$100M 1,009,815 -169,873 -14%
BPA
106
Beacon Pointe Advisors
California
$99.2M 1,000,054 +73,386 +8%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$99M 998,365 +34,845 +4%
Sumitomo Mitsui Trust Group
108
Sumitomo Mitsui Trust Group
Japan
$98.5M 992,594 – –
KeyBank National Association
109
KeyBank National Association
Ohio
$98.1M 988,788 +14,199 +1%
CFFP
110
Center for Financial Planning
Michigan
$95.7M 964,448 +10,369 +1%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$95.2M 959,866 +193,672 +25%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$94.2M 949,763 +144,629 +18%
BCI
113
Brinker Capital Investments
Pennsylvania
$92.3M 930,317 +195,142 +27%
Corient Private Wealth
114
Corient Private Wealth
Florida
$92M 927,618 -1,055,208 -53%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$91.2M 919,348 -292,154 -24%
TI
116
Tidal Investments
Wisconsin
$90.1M 911,028 -70,134 -7%
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$89.9M 906,244 +36,579 +4%
Victory Capital Management
118
Victory Capital Management
Texas
$89.7M 904,310 +456,752 +102%
CCM
119
Coldstream Capital Management
Washington
$87.7M 884,376 +640,397 +262%
BAAM
120
Baker Avenue Asset Management
California
$86.5M 872,234 +17,486 +2%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$85.8M 865,233 +404,430 +88%
GKWIM
122
Gerber Kawasaki Wealth & Investment Management
California
$84.4M 850,718 +3,438 +0.4%
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$82.5M 831,431 -366,887 -31%
NA
124
NewEdge Advisors
Louisiana
$82.2M 828,890 +42,679 +5%
MWP
125
Meridian Wealth Partners
Pennsylvania
$81.7M 824,036 +54,990 +7%
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5
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