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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 %
CCM
176
Chaney Capital Management
Washington
$51.2M 516,514 +70,630 +16%
PEGL
177
P/E Global LLC
Massachusetts
$50.9M 513,048 +38,951 +8%
KAS
178
Kestra Advisory Services
Texas
$50.8M 512,529 +141,413 +38%
BC
179
Bricktown Capital
Michigan
$49.7M 501,092 +7,192 +1%
PWM
180
Prentice Wealth Management
New York
$49.3M 497,468 +119,790 +32%
FFN
181
Focus Financial Network
Minnesota
$49.3M 496,895 -146,819 -23%
MWM
182
Mascoma Wealth Management
New Hampshire
$48.5M 489,256 +14,328 +3%
LS
183
Liquid Strategies
Georgia
$48.1M 484,860 -27,451 -5%
SCP
184
Stamos Capital Partners
California
$48.1M 484,432 -173,991 -26%
GWM
185
GoalFusion Wealth Management
Texas
$47.9M 483,280 +9,359 +2%
WANY
186
Wealthspire Advisors (New York)
New York
$47.5M 478,908 -51,770 -10%
CFB
187
Cullen/Frost Bankers
Texas
$46.5M 468,528 +28,526 +6%
FHA
188
First Horizon Advisors
Tennessee
$45.9M 462,544 +18,718 +4%
NIM
189
NEOS Investment Management
Connecticut
$45.8M 463,415 +48,240 +12%
1CP
190
1607 Capital Partners
Virginia
$45.4M 457,945 -125,310 -21%
WFS
191
Walker Financial Services
Kentucky
$45.4M 457,781 +25,257 +6%
OMC
192
Old Mission Capital
Illinois
$45.2M 455,627 -360,758 -44%
MG
193
Mather Group
Illinois
$45.2M 455,368 +40,313 +10%
AF
194
Allworth Financial
California
$44.4M 447,869 +27,689 +7%
JSL
195
JT Stratford LLC
Georgia
$43.7M 440,414 +22,723 +5%
SC
196
Scotia Capital
Ontario, Canada
$43.3M 436,900 +160,427 +58%
Boston Partners
197
Boston Partners
Massachusetts
– – – –
VCM
198
Verger Capital Management
North Carolina
$43.1M 434,889 +8,378 +2%
BWS
199
Buck Wealth Strategies
Colorado
$43.1M 434,865 +23,922 +6%
PAG
200
Private Advisor Group
New Jersey
$42.7M 430,836 +29,664 +7%
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