AGG icon

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 %
SCM
376
SCS Capital Management
Massachusetts
$17.1M -$2.24M -22,654 -12%
FAIM
377
Financial Advocates Investment Management
Washington
$17M -$1.08M -10,966 -6%
CL
378
Choreo LLC
Illinois
$16.9M -$3.7M -37,425 -18%
WC
379
Waterloo Capital
Texas
$16.9M +$1.09M +11,045 +7%
OHWP
380
Oak Harbor Wealth Partners
North Carolina
$16.8M +$369K +3,732 +2%
SCI
381
Silver Coast Investments
United States
$16.8M -$362K -3,664 -2%
CPA
382
Capital Performance Advisors
California
$16.7M +$16.7M +168,628 New
OFG
383
Omega Financial Group
California
$16.7M +$810K +8,185 +5%
WPW
384
Watershed Private Wealth
Illinois
$16.6M +$3.78M +38,196 +29%
BCWM
385
Bartlett & Co Wealth Management
Ohio
$16.6M -$1.76M -17,783 -10%
Financial Engines Advisors
386
Financial Engines Advisors
California
$16.5M -$1.58M -15,934 -9%
I2I
387
Insight 2811 Inc
Illinois
$16.4M +$2.19M +22,104 +15%
TCBWMS
388
Texas Capital Bank Wealth Management Services
Texas
$16.3M +$525K +5,305 +3%
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$16.3M +$1.41M +14,282 +9%
WT
390
Washington Trust
Rhode Island
$16.3M -$207K -2,090 -1%
HNW
391
High Note Wealth
Minnesota
$16.2M +$7.94M +80,269 +96%
JAA
392
Joel Adams & Associates
North Carolina
$16.1M +$1.24M +12,512 +8%
Principal Financial Group
393
Principal Financial Group
Iowa
$16M +$532K +5,379 +3%
SCTC
394
Sanibel Captiva Trust Company
Florida
$16M +$561K +5,673 +4%
AFP
395
Alpha Financial Partners
Kentucky
$16M -$589K -5,958 -4%
E3F
396
Eight 31 Financial
Texas
$16M +$14.1M +142,603 +764%
CWM
397
Chesapeake Wealth Management
Virginia
$16M +$584K +5,904 +4%
SFA
398
Sequoia Financial Advisors
Ohio
$15.8M -$677K -6,848 -4%
FIA
399
Foundations Investment Advisors
Arizona
$15.7M +$14.2M +143,083 +906%
Schroder Investment Management Group
400
Schroder Investment Management Group
United Kingdom
$15.7M – – –
14 15
16
17 18