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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 %
FWA
126
FORM Wealth Advisors
Wisconsin
$81M 816,303 -113,402 -12%
SCM
127
Steele Capital Management
Iowa
$80.4M 810,494 +6,825 +0.8%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$79.4M 799,931 +29,323 +4%
RA
129
Rational Advisors
New York
$75.9M 765,073 -31,826 -4%
ZIM
130
Zacks Investment Management
Illinois
$75.6M 761,767 -18,195 -2%
AF
131
Alerus Financial
North Dakota
$73.5M 740,794 -31,776 -4%
PP
132
PDS Planning
Ohio
$73.4M 739,526 +38,623 +6%
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$73.2M 738,330 +17,925 +2%
ONB
134
Old National Bancorp
Indiana
$73.2M 738,097 +720,209 +4,026%
JHCM
135
Juniper Hill Capital Management
California
$73.1M 736,489 – –
AF
136
Affiance Financial
Minnesota
$72.9M 734,676 +82,155 +13%
EW
137
Evoke Wealth
California
$71M 715,708 -48,530 -6%
IGAM
138
iA Global Asset Management
Quebec, Canada
$71M 715,569 -44,218 -6%
UCFA
139
United Capital Financial Advisors
Texas
$70.5M 710,584 -43,928 -6%
BCM
140
Brookstone Capital Management
Illinois
$69.2M 697,093 -15,396 -2%
Franklin Resources
141
Franklin Resources
California
$68.9M 694,167 +4,132 +0.6%
FCH
142
Freestone Capital Holdings
Washington
$68.7M 692,660 +25,679 +4%
HFS
143
Hantz Financial Services
Michigan
$68.4M 689,535 +187,117 +37%
PFA
144
Professional Financial Advisors
Nebraska
$67M 675,358 +6,484 +1%
CST
145
Charles Schwab Trust
Nevada
$66.7M 672,520 +1,399 +0.2%
BFG
146
Bouchey Financial Group
New York
$66.2M 667,768 +122,640 +22%
BBA
147
BLB&B Advisors
Pennsylvania
$66.2M 667,470 +29,651 +5%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$65.3M 658,440 +54,160 +9%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$65.3M 657,805 -10,491 -2%
SHGA
150
Sand Hill Global Advisors
California
$64.2M 647,256 +14,986 +2%
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