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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
25.09%
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 %
FSC
201
Full Sail Capital
Oklahoma
$42.6M 429,245 +20,987 +5%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$42.6M 428,982 -33 -0%
GP
203
Gridiron Partners
Pennsylvania
$42.2M 425,625 +19,088 +5%
VC
204
Vicus Capital
Pennsylvania
$42M 423,355 +5,586 +1%
KP
205
Keel Point
Alabama
$41.8M 420,922 +6,045 +1%
MWM
206
MTC Wealth Management
Florida
$41.5M 418,264 -13,682 -3%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$41.4M 417,263 +305,145 +272%
TCM
208
Twele Capital Management
Minnesota
$41.3M 416,153 +20,642 +5%
TPCW
209
TD Private Client Wealth
New York
$41.1M 414,305 +13,320 +3%
ANB
210
Amarillo National Bank
Texas
$40.9M 412,232 -97,832 -19%
DFC
211
DB Fitzpatrick & Co
Idaho
$40.8M 411,337 +8,259 +2%
AG
212
Ascent Group
Virginia
$40.8M 411,008 +35,040 +9%
PP
213
Passaic Partners
New Jersey
$40.6M 408,903 +113,905 +39%
AWM
214
Abound Wealth Management
Tennessee
$40.2M 405,627 +16,839 +4%
EH
215
Equitable Holdings
New York
$40.1M 403,906 +7,164 +2%
COI
216
Connable Office Inc
Michigan
$39.8M 401,098 +119,947 +43%
SPP
217
Single Point Partners
Massachusetts
$39.7M 414,026 +8,574 +2%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$39.6M 399,185 +22,929 +6%
LFS
219
Legacy Financial Strategies
Kansas
$39.6M 399,164 +2,030 +0.5%
AIA
220
Arbor Investment Advisors
North Carolina
$39.6M 399,132 +4,075 +1%
STA
221
Summit Trail Advisors
New York
$39.4M 397,534 +397,534 New
AFAS
222
Acorn Financial Advisory Services
Virginia
$38.9M 391,858 +10,135 +3%
FPCP
223
Fort Point Capital Partners
California
$38.7M 390,114 +12,000 +3%
BA
224
Bristlecone Advisors
Washington
$38.7M 389,736 -24,247 -6%
AAP
225
Arax Advisory Partners
Colorado
$38.4M 382,859 +16,299 +4%
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