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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 %
CAMG
326
CWA Asset Management Group
Florida
$22.7M +$2.84M +28,666 +14%
CCT
327
Chemung Canal Trust
New York
$22.6M -$1.57M -15,861 -6%
LFAS
328
Level Four Advisory Services
Texas
$22.6M +$3.53M +35,698 +19%
CC
329
Cultivar Capital
Texas
$22.6M +$588K +5,940 +3%
SC
330
Syon Capital
California
$22.3M -$10.3M -104,585 -32%
TWA
331
TCI Wealth Advisors
Arizona
$22.2M -$61.8K -625 -0.3%
SFG
332
Snider Financial Group
Washington
$22.1M -$192K -1,941 -0.9%
AWM
333
Ameliora Wealth Management
Switzerland
$22M +$684K +6,912 +3%
CA
334
Clearstead Advisors
Ohio
$22M -$10.1M -102,386 -32%
National Bank of Canada
335
National Bank of Canada
Quebec, Canada
$21.9M -$31.5M -318,766 -59%
OBWG
336
Onyx Bridge Wealth Group
New York
$21.7M -$174K -1,757 -0.8%
VFPW
337
Vantage Financial Partners (Wisconsin)
Wisconsin
$21.6M -$11.8M -119,161 -35%
VCA
338
Verdence Capital Advisors
Maryland
$21.6M +$2.3M +23,295 +12%
LFS
339
Lutz Financial Services
Nebraska
$21.5M -$489K -4,941 -2%
VA
340
Valmark Advisers
Ohio
$21.4M +$1M +10,124 +5%
MSFS
341
Main Street Financial Solutions
Pennsylvania
$21.2M +$451K +4,564 +2%
BFG
342
Berger Financial Group
Minnesota
$21.2M -$1.96M -19,837 -8%
FHB
343
First Hawaiian Bank
Hawaii
$21.1M -$8.28M -83,703 -28%
HI
344
Hudock Inc
Pennsylvania
$21M +$1.15M +11,579 +6%
FEG
345
Fund Evaluation Group
Ohio
$20.9M +$13.9M +140,576 +199%
IWC
346
Integrated Wealth Concepts
Massachusetts
$20.6M +$4.69M +47,392 +29%
SFS
347
Sowell Financial Services
Arkansas
$20.5M +$2.54M +25,713 +14%
Brown Advisory
348
Brown Advisory
Maryland
$20.5M -$1.96M -19,766 -9%
CFFNO
349
Common Fund For Nonprofit Organizations
Connecticut
$20.5M +$2.14M +21,612 +12%
GC
350
Garde Capital
Washington
$20.3M +$20.3M +205,205 New
12 13
14
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