AGG icon

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
$4.36B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$14.4B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.38B
4
BlackRock
BlackRock
New York
$4.93B
5
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.88B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.61B
2
Raymond James Financial
Raymond James Financial
Florida
$7.67B
3
FMI
Factory Mutual Insurance
Massachusetts
$224M
4
JHU
Johns Hopkins University
Maryland
$1.16B
5
Citadel Advisors
Citadel Advisors
Florida
$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$14.4B +$668M +6,759,779 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$7.67B -$393M -3,959,393 -5%
Wells Fargo
3
Wells Fargo
California
$5.53B +$180M +1,809,802 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.38B +$568M +5,728,914 +12%
BlackRock
5
BlackRock
New York
$4.93B +$527M +5,310,328 +12%
US Bancorp
6
US Bancorp
Minnesota
$4.36B +$984M +9,922,958 +29%
Bank of America
7
Bank of America
North Carolina
$4.36B +$190M +1,915,497 +5%
Morgan Stanley
8
Morgan Stanley
New York
$3.02B -$92.5M -932,850 -3%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.81B +$211M +2,124,707 +8%
Betterment LLC
10
Betterment LLC
New York
$2.29B +$118M +1,191,388 +5%
Mastercard Foundation Asset Management (MFAM)
11
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.88B +$510M +5,140,336 +37%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.88B +$208M +2,093,359 +12%
Northern Trust
13
Northern Trust
Illinois
$1.65B -$25.1M -253,511 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.63B +$129M +1,308,103 +9%
Goldman Sachs
15
Goldman Sachs
New York
$1.61B -$479M -4,831,074 -23%
Ameriprise
16
Ameriprise
Minnesota
$1.44B -$28.2M -284,629 -2%
APSPRSPT
17
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.33B +$1.93M +19,426 +0.1%
Creative Planning
18
Creative Planning
Kansas
$1.23B -$32.8M -330,301 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$41.4M +417,611 +4%
AA
20
Acorns Advisers
California
$1.17B -$74.3M -749,255 -6%
JHU
21
Johns Hopkins University
Maryland
$1.16B -$153M -1,546,799 -12%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.13B +$349M +3,519,407 +45%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.09B +$118M +1,189,779 +12%
LPL Financial
24
LPL Financial
California
$1.04B +$48.6M +489,642 +5%
WI
25
WealthNavi Inc
Japan
$993M -$32.6M -328,322 -3%
1
2 3 4 5