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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 %
DW
576
Durante & Waters
New York
$7.71M -$195K -1,969 -2%
HWA
577
Hillcrest Wealth Advisors
New Jersey
$7.6M -$508K -5,140 -6%
APW
578
Acima Private Wealth
Virginia
$7.52M -$21.2K -214 -0.3%
MSAGDF
579
Moneda SA Administradora General de Fondos
Chile
$7.5M +$70.1K +709 +0.9%
CMA
580
Cedar Mountain Advisors
Oregon
$7.49M +$138K +1,397 +2%
JWCA
581
J.W. Cole Advisors
Florida
$7.47M +$917K +9,274 +14%
CT
582
Colonial Trust
South Carolina
$7.47M +$742K +7,498 +11%
MM
583
Main Management
California
$7.4M +$4.34M +43,835 +142%
SP
584
SIH Partners
Delaware
$7.4M +$7.4M +74,780 New
NCM
585
New Capital Management
Texas
$7.37M -$5.71M -57,678 -44%
SWTS
586
Stonehaven Wealth & Tax Solutions
Wisconsin
$7.36M +$1.62M +16,403 +28%
HFO
587
Heritage Family Offices
Arizona
$7.35M +$558K +5,637 +8%
EIA
588
Eldridge Investment Advisors
New Hampshire
$7.34M +$46.2K +467 +0.6%
IA
589
IFP Advisors
Florida
$7.29M +$3.63M +36,692 +99%
CSB
590
City State Bank
Iowa
$7.27M +$523K +5,290 +8%
CFG
591
Citizens Financial Group
Rhode Island
$7.26M -$1.85M -18,654 -20%
JHCP
592
Jackson Hole Capital Partners
Oklahoma
$7.24M +$10.1K +102 +0.1%
CI
593
CX Institutional
Indiana
$7.24M +$4.99M +50,449 +222%
BWM
594
BCS Wealth Management
Tennessee
$7.22M +$1.39M +14,033 +24%
DC
595
Destiny Capital
Colorado
$7.22M -$2.5M -25,322 -26%
AF
596
Apexium Financial
Texas
$7.2M -$726K -7,336 -9%
MWC
597
MKD Wealth Coaches
Michigan
$7.18M +$500K +5,056 +7%
ASW
598
Astoria Strategic Wealth
Texas
$7.14M -$126K -1,270 -2%
HFS
599
Heritage Financial Services
Massachusetts
$7.12M -$574K -5,802 -7%
SAI
600
Systematic Alpha Investments
New Jersey
$7.12M – – –
22 23
24
25 26