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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
25.14%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.67%
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 %
SWP
101
Sagespring Wealth Partners
Tennessee
$105M +$4.51K +1,052 +0%
CAG
102
Crestwood Advisors Group
Massachusetts
$105M +$3.42M +34,475 +3%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$102M -$1.21M -12,189 -1%
GLLW
104
Graves Light Lenhart Wealth
Virginia
$100M +$1.27M +12,828 +1%
CTB
105
Country Trust Bank
Illinois
$100M -$16.9M -169,873 -14%
BPA
106
Beacon Pointe Advisors
California
$99.2M +$7.28M +73,386 +8%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$99M +$3.46M +34,845 +4%
Sumitomo Mitsui Trust Group
108
Sumitomo Mitsui Trust Group
Japan
$98.5M – – –
KeyBank National Association
109
KeyBank National Association
Ohio
$98.1M +$1.41M +14,199 +1%
CFFP
110
Center for Financial Planning
Michigan
$95.7M +$1.03M +10,369 +1%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$95.2M +$19.2M +193,672 +25%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$94.2M +$14.3M +144,629 +18%
BCI
113
Brinker Capital Investments
Pennsylvania
$92.3M +$19.4M +195,142 +27%
Corient Private Wealth
114
Corient Private Wealth
Florida
$92M -$105M -1,055,208 -53%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$91.2M -$29M -292,154 -24%
TI
116
Tidal Investments
Wisconsin
$90.1M -$6.93M -70,134 -7%
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$89.9M +$3.63M +36,579 +4%
Victory Capital Management
118
Victory Capital Management
Texas
$89.7M +$45.3M +456,752 +102%
CCM
119
Coldstream Capital Management
Washington
$87.7M +$63.5M +640,397 +262%
BAAM
120
Baker Avenue Asset Management
California
$86.5M +$1.73M +17,486 +2%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$85.8M +$40.1M +404,430 +88%
GKWIM
122
Gerber Kawasaki Wealth & Investment Management
California
$84.4M +$341K +3,438 +0.4%
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$82.5M -$36.4M -366,887 -31%
NA
124
NewEdge Advisors
Louisiana
$82.2M +$4.23M +42,679 +5%
MWP
125
Meridian Wealth Partners
Pennsylvania
$81.7M +$5.46M +54,990 +7%
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