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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
25.08%
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 %
AGC
1926
Aspen Grove Capital
Colorado
– – -3,048 Closed
SIA
1927
SkyView Investment Advisors
New Jersey
– – -3,012 Closed
FT
1928
Fiduciary Trust
Massachusetts
– – -2,959 Closed
ONST
1929
Old North State Trust
North Carolina
– – -2,800 Closed
PFC
1930
Phocas Financial Corp
California
– – -2,791 Closed
PPWM
1931
PFG Private Wealth Management
Florida
– – -2,769 Closed
PWMG
1932
Pinnacle Wealth Management Group
Michigan
– – -2,726 Closed
SPW
1933
Surience Private Wealth
Washington
– – -2,693 Closed
LWM
1934
Lakeridge Wealth Management
Ohio
– – -2,679 Closed
RFP
1935
Root Financial Partners
California
– – -2,551 Closed
PAMG
1936
Patton Albertson Miller Group
Tennessee
– – -2,473 Closed
WWA
1937
Wealth Watch Advisors
Colorado
– – -2,426 Closed
NA
1938
Nottingham Advisors
New York
– – -2,407 Closed
AFA
1939
AllGen Financial Advisors
Florida
– – -2,359 Closed
AIA
1940
AssuredPartners Investment Advisors
Florida
– – -2,341 Closed
PWMG
1941
Pioneer Wealth Management Group
Texas
– – -2,309 Closed
Wealthfront Advisers
1942
Wealthfront Advisers
California
– – -2,231 Closed
HA
1943
Herold Advisors
New York
– – -2,221 Closed
KW
1944
KWB Wealth
California
– – -2,187 Closed
KL
1945
KWMG LLC
Kansas
– – -2,185 Closed
AFO
1946
Allie Family Office
Florida
– – -2,098 Closed
RWB
1947
RMR Wealth Builders
New Jersey
– – -2,098 Closed
PCMF
1948
Private Capital Management (Florida)
Florida
– – -2,077 Closed
CCG
1949
Coastwise Capital Group
California
– – -2,071 Closed
RT
1950
Rockland Trust
Massachusetts
– – -2,058 Closed
76 77
78
79 80