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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 %
CWP
451
Corepath Wealth Partners
Arizona
$12.5M +$525K +5,386 +4%
CCA
452
Catalyst Capital Advisors
New York
$12.4M +$4.16M +42,021 +51%
MWM
453
Modern Wealth Management
Kansas
$12.2M +$11.7M +118,215 +2,309%
AWA
454
Aquire Wealth Advisors
Utah
$12.2M -$148K -1,494 -1%
MCC
455
Money Concepts Capital
Florida
$12.1M +$617K +6,236 +5%
WHG
456
Westwood Holdings Group
Texas
$12.1M +$7.86M +79,494 +187%
William Blair & Company
457
William Blair & Company
Illinois
$12M -$564K -5,699 -4%
TFCP
458
Twin Focus Capital Partners
Massachusetts
$12M +$514K +5,195 +4%
LWP
459
LMG Wealth Partners
Louisiana
$11.9M +$384K +3,878 +3%
MAM
460
Mullooly Asset Management
New Jersey
$11.9M +$11.9M +120,109 New
RWPA
461
Richard W. Paul & Associates
Michigan
$11.9M +$610K +6,165 +5%
GHA
462
Granite Harbor Advisors
Texas
$11.8M +$834K +8,430 +8%
IWM
463
IHT Wealth Management
Illinois
$11.7M -$5M -50,556 -30%
EWA
464
Exencial Wealth Advisors
Oklahoma
$11.7M -$394K -3,988 -3%
MGIA
465
Moneta Group Investment Advisors
Missouri
$11.7M +$509K +5,147 +5%
GAA
466
Global Assets Advisory
Florida
$11.6M +$5.7M +58,051 +97%
ISWM
467
Independent Solutions Wealth Management
New York
$11.5M +$165K +1,666 +1%
PA
468
PFG Advisors
Arizona
$11.5M +$26.5K +268 +0.2%
CPIG
469
Chicago Partners Investment Group
Illinois
$11.4M -$9.23K -94 -0.1%
ODIJL
470
One Day In July LLC
Vermont
$11.4M +$699K +7,070 +7%
AWMG
471
Alliance Wealth Management Group
New Jersey
$11.3M +$757K +7,648 +7%
RFG
472
RFP Financial Group
Georgia
$11.3M +$144K +1,451 +1%
BCP
473
Blue Chip Partners
Michigan
$11.3M -$3.19M -32,248 -22%
NL
474
NWAM LLC
Washington
$11.3M +$258K +2,611 +2%
ACM
475
Andina Capital Management
Utah
$11.2M -$1.3M -13,166 -10%
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