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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 %
FFC
1726
First Financial Corp
Indiana
$142K -$45.7K -461 -24%
CSC
1727
Caldwell Sutter Capital
California
$141K – – –
RI
1728
Ridgewood Investments
New Jersey
$140K – – –
CICI
1729
Capital Investment Counsel Inc
North Carolina
$139K – – –
CWM
1730
Cranbrook Wealth Management
Michigan
$138K +$35.5K +358 +35%
TCOV
1731
Trust Company of Vermont
Vermont
$136K +$52K +524 +62%
CG
1732
Curat Global
New Hampshire
$133K – – –
GJIA
1733
Glass Jacobson Investment Advisors
Maryland
$129K – – –
RDFA
1734
Ritter Daniher Financial Advisory
Ohio
$128K – – –
OFG
1735
Oxford Financial Group
Indiana
$125K +$28K +282 +29%
NP
1736
NorthRock Partners
Minnesota
$122K -$16.1K -162 -12%
OC
1737
Oakworth Capital
Alabama
$121K -$123K -1,241 -50%
NMG
1738
New Millennium Group
Utah
$120K -$496 -5 -0.4%
NEWAS
1739
N.E.W. Advisory Services
Wisconsin
$117K – – –
Russell Investments Group
1740
Russell Investments Group
United Kingdom
$111K +$111K +1,123 New
BCV
1741
Banque Cantonale Vaudoise
Switzerland
$109K – – –
CWP
1742
Concord Wealth Partners
Virginia
$107K +$44.1K +445 +70%
DWM
1743
Darwin Wealth Management
Florida
$106K -$17.2K -173 -14%
BFO
1744
Biltmore Family Office
North Carolina
$102K -$4.96K -50 -5%
BIM
1745
Breakwater Investment Management
Washington
$102K – – –
MFC
1746
Mechanics Financial Corp
Ohio
$99.2K – – –
CFP
1747
Comprehensive Financial Planning
Pennsylvania
$98.4K – – –
AIC
1748
Archer Investment Corporation
Indiana
$93.1K +$99 +1 +0.1%
GFL
1749
Granite FO LLC
New Hampshire
$89.6K +$298 +3 +0.3%
PSFG
1750
Park Square Financial Group
Georgia
$87.1K -$46.7K -471 -35%
68 69
70
71 72