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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 %
FBT
276
First Bank & Trust
South Dakota
$27.4M -$95.5K -965 -0.3%
PFM
277
Phillips Financial Management
Indiana
$27.4M -$930K -9,399 -3%
IA
278
Integrity Alliance
Iowa
$27.4M +$8.81M +89,032 +47%
SC
279
Scotia Capital
Ontario, Canada
$27.3M +$6.71M +67,786 +32%
FHC
280
Fort Henry Capital
West Virginia
$27.2M +$157K +1,589 +0.6%
FFS
281
Founders Financial Securities
Maryland
$26.9M +$5.64K +57 +0%
GA
282
Greenspring Advisors
Maryland
$26.6M -$76.6K -774 -0.3%
PA
283
Parkside Advisors
California
$26.5M +$335K +3,389 +1%
PWM
284
Perigon Wealth Management
California
$26.5M +$2.02M +20,434 +8%
Lazard Asset Management
285
Lazard Asset Management
New York
$26.5M -$23.8M – –
HCM
286
Hudson Capital Management
New Jersey
$26.4M +$445K +4,500 +2%
CAM
287
Cresset Asset Management
Illinois
$26.3M -$7.75M -78,335 -23%
WIA
288
World Investment Advisors
California
$26.3M -$14.5M -146,857 -36%
GGS
289
Galvin Gaustad & Stein
Arizona
$26.2M +$536K +5,419 +2%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$25.9M -$13.9M -140,291 -35%
LWA
291
Lineweaver Wealth Advisors
Ohio
$25.6M +$2.17M +21,974 +9%
MCM
292
MV Capital Management
Maryland
$25.4M -$1.01M -10,192 -4%
HWA
293
Heartwood Wealth Advisors
Virginia
$25.3M +$1.64M +16,536 +7%
RFC
294
Regions Financial Corp
Alabama
$25.1M -$3.21M -32,451 -11%
MA
295
Mutual Advisors
Nebraska
$25M +$14M +142,399 +128%
EFM
296
Eley Financial Management
Vermont
$24.8M +$322K +3,253 +1%
DIP
297
DT Investment Partners
Pennsylvania
$24.8M -$5.41M -54,659 -18%
HI
298
Horizon Investments
North Carolina
$24.6M -$1.78M -18,123 -7%
PA
299
Parallel Advisors
California
$24.5M -$3.96M -39,996 -14%
SF
300
Summit Financial
New Jersey
$24.4M +$6.17M +62,367 +34%
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