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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 %
FS
1951
Financial Symmetry
North Carolina
– – -2,045 Closed
MKA
1952
M. Kulyk & Associates
Georgia
– – -2,038 Closed
RCA
1953
Runnymede Capital Advisors
Ohio
– – -1,666 Closed
SIM
1954
Synergy Investment Management
Florida
– – -1,615 Closed
DI
1955
DAGCO Inc
Ohio
– – -1,422 Closed
EF
1956
Elite Financial
Idaho
– – -1,350 Closed
FPB
1957
First PREMIER Bank
South Dakota
– – -1,339 Closed
TCPG
1958
Trivant Custom Portfolio Group
California
– – -1,099 Closed
BAM
1959
Byrne Asset Management
New Jersey
– – -531 Closed
GGI
1960
Godsey & Gibb Inc
Virginia
– – -464 Closed
RWM
1961
Ruedi Wealth Management
Illinois
– – -391 Closed
MIM
1962
MTM Investment Management
South Carolina
– – -370 Closed
WAG
1963
Wiser Advisor Group
Arizona
– – -282 Closed
BFP
1964
Briaud Financial Planning
Texas
– – -254 Closed
GFPC
1965
Global Financial Private Client
Florida
– – -247 Closed
KWM
1966
Kiker Wealth Management
Georgia
– – -225 Closed
SFG
1967
Stonebridge Financial Group
Pennsylvania
– – -143 Closed
CFO
1968
Colony Family Offices
North Carolina
– – -135 Closed
VBA
1969
von Borstel & Associates
Oregon
– – -132 Closed
CWC
1970
Carolinas Wealth Consulting
North Carolina
– – -115 Closed
BWM
1971
Bernard Wealth Management
Michigan
– – -100 Closed
MFA
1972
McClarren Financial Advisors
Pennsylvania
– – -98 Closed
MCA
1973
Maryland Capital Advisors
Maryland
– – -98 Closed
PAI
1974
Pittenger & Anderson Inc
Nebraska
– – -70 Closed
NFSG
1975
Newbridge Financial Services Group
Florida
– – -64 Closed
76 77 78
79
80