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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 %
SCP
401
Silverleafe Capital Partners
Tennessee
$15.5M +$204K +2,063 +1%
AIA
402
Ally Invest Advisors
North Carolina
$15.3M +$1.2M +12,169 +9%
Susquehanna International Group
403
Susquehanna International Group
Pennsylvania
$15.3M -$20M -202,513 -57%
WB
404
Webster Bank
Connecticut
$15.3M -$475K -4,797 -3%
OAM
405
Oppenheimer Asset Management
New York
$15.2M +$213K +2,155 +1%
SFSG
406
Sound Financial Strategies Group
Mississippi
$15.2M -$2.75M -27,813 -15%
FTA
407
Financial & Tax Architects
Missouri
$15.2M -$1.05M -10,592 -6%
PFT
408
Providence First Trust
Arizona
$15.2M -$771K -7,795 -5%
JJBC
409
James J. Burns & Company
New York
$15.1M +$625K +6,321 +4%
CM
410
Cercano Management
Washington
$15M – – –
GWSG
411
GPS Wealth Strategies Group
Colorado
$15M +$1.58M +16,022 +12%
PFS
412
Prospera Financial Services
Texas
$14.9M -$1.05M -10,597 -7%
CCWA
413
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.8M -$80.1M -809,545 -84%
SA
414
Sunesis Advisors
Kansas
$14.8M -$45.4K -459 -0.3%
SCA
415
Sandy Cove Advisors
Massachusetts
$14.7M +$307K +3,107 +2%
MWA
416
Motive Wealth Advisors
Michigan
$14.7M +$4.16M +42,017 +40%
FA
417
Fiducient Advisors
Illinois
$14.5M -$120K -1,213 -0.8%
HWM
418
HB Wealth Management
Georgia
$14.5M +$7.11M +71,866 +96%
ZF
419
Zhang Financial
Michigan
$14.4M +$11.2M +113,088 +352%
GWM
420
Geneos Wealth Management
Colorado
$14.3M +$3.2M +32,359 +29%
IFA
421
Interactive Financial Advisors
Illinois
$14.3M +$116K +1,170 +0.8%
RAM
422
Readystate Asset Management
Illinois
$14.1M +$14.1M +142,300 New
TCCP
423
Tide Cove Capital Partners
California
$14.1M +$82.8K +837 +0.6%
B
424
Barings
North Carolina
$14M +$1.48M +14,936 +12%
CCA
425
Clearwater Capital Advisors
Illinois
$14M -$401K -4,054 -3%
15 16
17
18 19