Marshall Wace
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Marshall Wace’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Marshall Wace’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-92,000
Closed -$8.91M – 2591
2024
Q4 		$8.91M Buy
+92,000
New +$9.06M 0.01% 839
2023
Q1 		– Sell
-7,200
Closed -$698K – 2606
2022
Q4 		$698K Buy
+7,200
New +$696K ﹤0.01% 2233

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Marshall Wace's AGG Position: Q1 2025 in Review

Marshall Wace sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 92,000 shares — an estimated $8.91M sold.

Marshall Wace first reported a position in AGG in Q4 2022 and held it in 2 quarters. The position peaked at $8.91M in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Marshall Wace reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 92,000 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $8.91M.
  • Marshall Wace first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Marshall Wace's iShares Core US Aggregate Bond ETF position peaked at $8.91M in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.