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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,899 hedge funds and large institutions have $111B invested in iShares Core US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 836 increasing their positions, 718 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
25.79%
Holding in Top 10
374
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.47%
% of All Funds
5.08%
New
142
Increased
836
Reduced
718
Closed
115
Calls
$10.7M
Puts
$995K
Net Calls
+$9.7M
Net Calls Change
+$17.2M

Top Buyers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
+$1.37B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$956M
3
RWP
RWA Wealth Partners
Massachusetts
+$481M
4
Raymond James Financial
Raymond James Financial
Florida
+$338M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$272M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$424M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
3
Prudential Financial
Prudential Financial
New Jersey
-$265M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
5
Bank of America
Bank of America
North Carolina
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
251
Transform Wealth
Colorado
$31.5M +$4.08M +41,223 +15%
BBNA
252
Bremer Bank National Association
Minnesota
$31.1M +$236K +2,387 +0.8%
MMA
253
Miracle Mile Advisors
California
$31.1M +$532K +5,379 +2%
VAS
254
Vestmark Advisory Solutions
Massachusetts
$31M +$9.35M +94,562 +43%
UBV
255
United Bank (Virginia)
Virginia
$31M +$910K +9,203 +3%
TCM
256
Towercrest Capital Management
Pennsylvania
$30.9M -$5.89M -59,506 -16%
Man Group
257
Man Group
United Kingdom
$30.9M +$27.2M +275,163 +741%
ST
258
Smithfield Trust
Pennsylvania
$30.7M +$2.92M +29,504 +11%
SWM
259
Shakespeare Wealth Management
Wisconsin
$30.3M +$585K +5,909 +2%
CIP
260
Capital Insight Partners
Arizona
$29.9M -$113K -1,146 -0.4%
EPP
261
ETF Portfolio Partners
Kansas
$29.6M -$12.7M -127,952 -30%
NMIMC
262
Northwestern Mutual Investment Management Company
Wisconsin
$29.4M -$990K -10,008 -3%
WA
263
Waverly Advisors
Alabama
$29.4M +$3.73M +37,733 +15%
DWM
264
Dakota Wealth Management
Florida
$29.2M +$446K +4,511 +2%
PP
265
Passaic Partners
New Jersey
$29.2M -$4.71M -47,636 -14%
FCIM
266
Fairview Capital Investment Management
California
$29.1M +$1.69M +17,077 +6%
LPT
267
Legacy Private Trust
Wisconsin
$28.9M -$1.54M -15,588 -5%
AF
268
Advisornet Financial
Minnesota
$28.8M +$2.84M +28,702 +11%
GFWA
269
Grey Fox Wealth Advisors
Delaware
$28.6M -$1.55M -15,662 -5%
UW
270
Unique Wealth
Florida
$28.5M +$1.69M +17,080 +6%
COI
271
Connable Office Inc
Michigan
$27.8M +$799K +8,073 +3%
GBI
272
GP Brinson Investments
Illinois
$27.8M – – –
HW
273
Hancock Whitney
Mississippi
$27.6M -$807K -8,158 -3%
AWS
274
Atria Wealth Solutions
New York
$27.5M -$4.29M -43,329 -13%
TCM
275
TD Capital Management
Tennessee
$27.4M -$148K -1,500 -0.5%
9 10
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