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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, 837 increasing their positions, 717 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
837
Reduced
717
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 %
FWM
551
FFT Wealth Management
Pennsylvania
$8.32M -$156K -1,576 -2%
CT
552
Coastline Trust
Rhode Island
$8.29M +$628K +6,347 +8%
Wolverine Trading
553
Wolverine Trading
Illinois
$8.28M +$6.11M +61,917 +282%
AWM
554
Avondale Wealth Management
Texas
$8.28M +$467K +4,717 +6%
RW
555
REDW Wealth
New Mexico
$8.25M +$1.08M +10,906 +15%
KFP
556
KMG Fiduciary Partners
Ohio
$8.17M +$630K +6,371 +8%
AWM
557
Act Wealth Management
Texas
$8.17M -$295K -2,982 -3%
Invesco
558
Invesco
Georgia
$8.17M -$1.2M -12,176 -13%
BWA
559
BlueSky Wealth Advisors
North Carolina
$8.12M -$499K -5,049 -6%
GMA
560
Glassy Mountain Advisors
Maryland
$8.1M +$1.32M +13,387 +20%
GDP
561
Great Diamond Partners
Maine
$8.08M +$246K +2,490 +3%
CPCM
562
Cornerstone Partners Capital Management
Virginia
$8.07M – – –
TFO
563
Timonier Family Office
North Carolina
$8.06M +$2.88M +29,154 +56%
FFP
564
Forbes Financial Planning
Rhode Island
$8.01M +$154K +1,555 +2%
NB
565
NBT Bank
New York
$7.98M +$933K +9,430 +13%
USWG
566
U.S. Wealth Group
New York
$7.96M -$215K -2,174 -3%
Luther King Capital Management (LKCM)
567
Luther King Capital Management (LKCM)
Texas
$7.9M -$7.55M – –
CTA
568
Chesley Taft & Associates
Illinois
$7.89M -$267K -2,695 -3%
KPWG
569
KFA Private Wealth Group
Virginia
$7.82M +$4.63M +46,822 +145%
CFG
570
Cosner Financial Group
Colorado
$7.82M +$455K +4,596 +6%
JWS
571
Juncture Wealth Strategies
Arizona
$7.79M +$496K +5,018 +7%
WIM
572
Westside Investment Management
California
$7.78M +$154K +1,554 +2%
RIM
573
Rakuten Investment Management
Japan
$7.76M +$7.76M +78,619 New
EP
574
EPIQ Partners
Minnesota
$7.71M +$296K +2,989 +4%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$7.71M -$694K -7,013 -8%
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