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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 %
CIBC World Market
476
CIBC World Market
Ontario, Canada
$11.2M +$8.61K +87 +0.1%
FWP
477
Forefront Wealth Partners
Texas
$11.1M +$982K +9,931 +10%
APWA
478
Atlas Private Wealth Advisors
New Jersey
$11.1M +$8.82M +89,169 +388%
Kovitz Investment Group Partners
479
Kovitz Investment Group Partners
Illinois
$11.1M +$172K +1,736 +2%
VHAM
480
Van Hulzen Asset Management
California
$11.1M -$246K -2,482 -2%
BBW
481
Blue Barn Wealth
Utah
$11M +$960K +9,709 +10%
PFM
482
Peak Financial Management
Massachusetts
$11M +$164K +1,655 +2%
SHIM
483
Stone House Investment Management
Pennsylvania
$11M +$1.56M +15,819 +17%
TSS
484
Two Sigma Securities
New York
$11M +$8.02M +81,107 +273%
CG
485
Cynosure Group
Utah
$10.9M +$1.21M +12,239 +12%
LIA
486
LifePlan Investment Advisors
North Carolina
$10.9M +$192K +1,944 +2%
ANC
487
Ames National Corp
Iowa
$10.9M +$515K +5,203 +5%
BF
488
Blankinship & Foster
California
$10.9M -$96.5K -976 -0.9%
HIA
489
HTG Investment Advisors
Connecticut
$10.9M +$490K +4,949 +5%
MSWM
490
McGlone Suttner Wealth Management
Wisconsin
$10.8M +$465K +4,696 +4%
KFO
491
Kopp Family Office
Minnesota
$10.8M +$107K +1,080 +1%
AIA
492
Accelerate Investment Advisors
California
$10.7M -$524K -5,293 -5%
RC
493
Roundview Capital
New Jersey
$10.7M +$902K +9,115 +9%
BBVA
494
Banco Bilbao Vizcaya Argentaria
Spain
$10.6M – – –
AA
495
Addison Advisors
Vermont
$10.6M +$588K +5,948 +6%
SSW
496
Smith Shellnut Wilson
Mississippi
$10.6M +$99 +1 +0%
MPW
497
MGO Private Wealth
California
$10.5M -$114K -1,150 -1%
CTA
498
Colonial Trust Advisors
South Carolina
$10.4M +$1.34M +13,545 +15%
COFSG
499
Carbahal Olsen Financial Services Group
California
$10.4M +$183K +1,850 +2%
CWMK
500
Caliber Wealth Management (Kansas)
Kansas
$10.4M +$10.4M +104,928 New
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