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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 %
RIA
601
Regal Investment Advisors
Michigan
$7.08M +$3.01M +30,426 +74%
CM
602
Columbus Macro
Pennsylvania
$7.06M +$28.8K +291 +0.4%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$7.06M -$315K -3,187 -4%
ATFA
604
All Terrain Financial Advisors
Minnesota
$7.02M +$444K +4,489 +7%
AWE
605
Avidian Wealth Enterprises
Texas
$7M -$259K -2,622 -4%
IAS
606
Insigneo Advisory Services
Florida
$6.96M -$186K -1,884 -3%
PT
607
Plimoth Trust
Massachusetts
$6.95M -$627K -6,341 -8%
EFG
608
Erickson Financial Group
Pennsylvania
$6.78M +$140K +1,416 +2%
OIA
609
OneDigital Investment Advisors
Kansas
$6.73M -$4.4M -44,455 -40%
CPO
610
Cerity Partners OCIO
New York
$6.72M +$124K +1,254 +2%
SAM
611
Smartleaf Asset Management
Massachusetts
$6.71M +$2.44M +24,687 +57%
MFG
612
Merit Financial Group
Georgia
$6.71M +$3.08M +31,106 +85%
AF
613
Arrow Financial
New York
$6.65M – – –
CWM
614
CIBC World Markets
New York
$6.64M -$38.3K -387 -0.6%
IWP
615
Innova Wealth Partners
Pennsylvania
$6.62M -$2.16M -21,864 -25%
BWG
616
Boomfish Wealth Group
Georgia
$6.57M +$54.2K +548 +0.8%
ECM
617
Exchange Capital Management
Michigan
$6.55M -$67.6K -683 -1%
AA
618
AlphaQ Advisors
Florida
$6.55M -$1.38M -13,988 -17%
AI
619
Arrien Investments
Idaho
$6.53M +$50.8K +514 +0.8%
WT
620
Whittier Trust
California
$6.52M -$111K -1,121 -2%
PFG
621
Pinnacle Financial Group
Illinois
$6.5M +$238K +2,406 +4%
GAM
622
Gemmer Asset Management
California
$6.46M +$10.9K +110 +0.2%
PA
623
PFW Advisors
Georgia
$6.45M -$190K -1,918 -3%
SW
624
Simplicity Wealth
New Jersey
$6.41M +$6.07M +61,377 +1,774%
AWM
625
Accurate Wealth Management
Florida
$6.41M +$264K +2,716 +4%
23 24
25
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