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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
25.13%
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 %
PAA
1451
Peregrine Asset Advisers
Oregon
$382K -$48.6K -490 -11%
RIG
1452
RiverFront Investment Group
Virginia
$381K -$483K -4,865 -56%
MHR
1453
Matthew Hamilton Rosenberg
$381K -$78.5K -791 -17%
JIC
1454
Joel Isaacson & Co
New York
$380K -$7.04K -71 -2%
FSA
1455
Financial Sense Advisors
California
$374K +$6.94K +70 +2%
SSA
1456
SSA Swiss Advisors
$373K -$106K -1,073 -22%
BCG
1457
Bravias Capital Group
New Jersey
$372K -$35K -353 -9%
APA
1458
Astoria Portfolio Advisors
New York
$371K – – –
LCWP
1459
Legacy Capital Wealth Partners
Arkansas
$370K +$2.08K +21 +0.6%
PBF
1460
Petix & Botte Financial
California
$369K +$397 +4 +0.1%
SIM
1461
SSI Investment Management
California
$369K -$6.45K -65 -2%
CCMI
1462
Creative Capital Management Investments
California
$369K – – –
MA
1463
Montag & Associates
Georgia
$365K -$258K -2,600 -41%
TCG
1464
Transcendent Capital Group
Oklahoma
$365K -$6.55K -66 -2%
CIR
1465
Clear Investment Research
Georgia
$365K +$992 +10 +0.3%
SIS
1466
Strategic Investment Solutions
Illinois
$364K -$17.8K -179 -5%
S
1467
Sachetta
Massachusetts
$364K – – –
WAL
1468
W Advisors LLC
Tennessee
$364K -$2.58K -26 -0.7%
SEIA
1469
Signature Estate & Investment Advisors
California
$363K -$189K -1,900 -34%
CBA
1470
Coastal Bridge Advisors
Connecticut
$363K +$29.1K +293 +9%
NSIM
1471
North Star Investment Management
Illinois
$361K +$1.89K +19 +0.5%
NG
1472
Northstar Group
New York
$360K – – –
SPA
1473
Sentinel Pension Advisors
Massachusetts
$360K -$52.7K -531 -13%
CA
1474
Claro Advisors
Massachusetts
$360K -$144K -1,454 -29%
GT
1475
Greenleaf Trust
Michigan
$358K +$358K +3,610 New
57 58
59
60 61