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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 %
GIM
1876
GE Investment Management
Connecticut
$992 – – –
AWM
1877
Angeles Wealth Management
California
$893 – – –
PFG
1878
Premier Financial Group
California
$693 +$693 +7 New
PWM
1879
Parkworth Wealth Management
California
$226 – – –
KG
1880
Kilter Group
New York
$199 +$199 +2 New
SHF
1881
Safe Harbor Fiduciary
Florida
$99 – – –
HI
1882
Hoey Investments
Pennsylvania
$78 – – –
SWM
1883
Shakespeare Wealth Management
Wisconsin
– -$30.3M -306,737 Closed
FA
1884
Fedenia Advisers
Wisconsin
– -$23.5M -238,018 Closed
RAM
1885
Readystate Asset Management
Illinois
– -$14.1M -142,300 Closed
SG Americas Securities
1886
SG Americas Securities
New York
– -$12.9M -130,075 Closed
PA
1887
PFG Advisors
Arizona
– -$11.5M -116,159 Closed
TSS
1888
Two Sigma Securities
New York
– -$11M -110,786 Closed
Daiwa Securities Group
1889
Daiwa Securities Group
Japan
– -$10.3M -104,020 Closed
PI
1890
Parkside Investments
Illinois
– -$9.6M -96,999 Closed
Wolverine Trading
1891
Wolverine Trading
Illinois
– -$8.28M -83,894 Closed
GDP
1892
Great Diamond Partners
Maine
– -$8.08M -81,669 Closed
CPCM
1893
Cornerstone Partners Capital Management
Virginia
– -$8.07M -81,620 Closed
FFP
1894
Forbes Financial Planning
Rhode Island
– -$8.01M -81,025 Closed
SP
1895
SIH Partners
Delaware
– -$7.4M -74,780 Closed
CI
1896
Centerstone Investors
New York
– -$4.94M -51,000 Closed
ARC
1897
Advisor Resource Council
Texas
– -$3.82M -38,596 Closed
SG
1898
Stanich Group
New York
– -$3.75M -37,864 Closed
Optiver Holding
1899
Optiver Holding
Netherlands
– -$3.55M -35,839 Closed
FCI
1900
Financial Counselors Inc
Kansas
– -$3.5M -35,432 Closed
74 75
76
77 78