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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 %
GSWM
301
Golden State Wealth Management
California
$24.4M +$550K +5,555 +2%
BIAS
302
Beacon Investment Advisory Services
New Jersey
$24.2M +$2.05M +20,735 +9%
OWA
303
Octavia Wealth Advisors
Ohio
$24.2M +$1.76M +17,783 +8%
CCM
304
Coldstream Capital Management
Washington
$24.1M +$13.2M +133,908 +122%
BCG
305
BayBridge Capital Group
California
$24.1M +$1.72M +17,399 +8%
EPM
306
Elm Partners Management
Pennsylvania
$24M -$19.8M -200,528 -45%
SAW
307
Signal Advisors Wealth
Michigan
$23.9M +$7.87M +79,607 +49%
FWM
308
Foguth Wealth Management
Michigan
$23.8M +$13.7M +138,971 +136%
WI
309
WrapManager Inc
California
$23.7M +$3.27M +33,034 +16%
FD
310
Financial Designs
California
$23.7M -$217K -2,197 -0.9%
BOH
311
Bank of Hawaii
Hawaii
$23.6M +$1.51M +15,229 +7%
FA
312
Fedenia Advisers
Wisconsin
$23.5M +$23.5M +238,018 New
MAM
313
Madison Asset Management
Wisconsin
$23.4M +$4.46M +45,044 +23%
MW
314
Marcum Wealth
Ohio
$23.4M +$722K +7,299 +3%
SS
315
SBI Securities
Japan
$23.3M +$1.52M +15,406 +7%
MTC
316
Matrix Trust Company
Colorado
$23.3M +$54.8K +554 +0.2%
PFA
317
Pure Financial Advisors
California
$23.3M +$1.13M +11,396 +5%
SWP
318
Summit Wealth Partners
Florida
$23.2M -$81.7K -826 -0.4%
CIA
319
Concurrent Investment Advisors
Florida
$23.2M -$57M -576,724 -71%
VWA
320
Visionary Wealth Advisors
Illinois
$23.1M -$186K -1,878 -0.8%
NW
321
NewEdge Wealth
Pennsylvania
$23.1M +$6.56M +66,345 +40%
ASN
322
Advisory Services Network
Georgia
$23.1M -$80.3K -812 -0.3%
GAM
323
Gotham Asset Management
New York
$23M +$19.8M +200,311 +622%
FG
324
Fiduciary Group
Georgia
$22.9M +$3.96M +40,057 +21%
PFP
325
Pinnacle Financial Partners
Tennessee
$22.7M +$3.25M +32,942 +17%
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