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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 %
MCWS
151
McKinley Carter Wealth Services
West Virginia
$63.8M +$1.57M +15,850 +3%
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$63.7M +$3.11M +127,062 +5%
TC
153
Trust Company
Kansas
$63.6M +$308K +3,100 +0.5%
WC
154
Westerkirk Capital
$61.5M +$61.5M +619,500 New
SW
155
SVB Wealth
Massachusetts
$61.2M +$61.2M +616,915 New
KPWS
156
Kestra Private Wealth Services
Texas
$60.8M -$2.48M -24,970 -4%
EA
157
Efficient Advisors
Ohio
$60.2M -$259K -2,611 -0.4%
EIG
158
Ellenbecker Investment Group
Wisconsin
$59.3M +$8.55M +86,218 +17%
SGI
159
Summit Global Investments
Utah
$59.2M +$1.84M +18,527 +3%
BHWM
160
Bar Harbor Wealth Management
New Hampshire
$59.1M -$108K -1,091 -0.2%
JWA
161
JFS Wealth Advisors
Pennsylvania
$59M +$854K +8,605 +1%
Lido Advisors
162
Lido Advisors
California
$58.3M +$4.16M +41,891 +8%
NRI
163
NFP Retirement Inc
California
$58.3M -$7.43M -74,930 -11%
FCAM
164
First Citizens Asset Management
North Carolina
$58.1M -$7.09M -71,509 -11%
ZBNA
165
Zions Bancorporation, National Association
Utah
$55.6M +$6.88M +69,378 +14%
M&T Bank
166
M&T Bank
New York
$55.4M -$4.95M -49,887 -8%
CWG
167
Cornerstone Wealth Group
North Carolina
$55.2M +$6.69M +67,453 +14%
WSFS
168
Wilmington Savings Fund Society
Delaware
$55.1M -$17.3M -174,469 -24%
PAS
169
Park Avenue Securities
New York
$55M -$305K -3,076 -0.6%
SB
170
Sunflower Bank
Texas
$54.9M +$3.17M +32,000 +6%
NYLIM
171
New York Life Investment Management
New York
$54.8M +$5.61M +56,597 +11%
LBC
172
Lowe Brockenbrough & Co
Virginia
$53.7M +$36.3M +365,606 +208%
RCG
173
Rock Creek Group
District of Columbia
$53M -$32.2M -325,033 -38%
BB
174
Bell Bank
North Dakota
$52.6M -$2.13M -21,448 -4%
AFC
175
Adaptive Financial Consulting
Ohio
$51.8M -$577K -5,814 -1%
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