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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 %
LWM
626
Lionsbridge Wealth Management
Florida
$6.4M -$961K -9,714 -13%
LW
627
Linscomb Wealth
Texas
$6.33M +$24.1K +244 +0.4%
GBFP
628
Golden Bell Financial Planning
Georgia
$6.32M -$109K -1,102 -2%
SIA
629
Sovereign Investment Advisors
Arizona
$6.32M -$198K -2,018 -3%
WF
630
Wayfinding Financial
Washington
$6.32M +$855K +8,648 +16%
GSWM
631
Greenup Street Wealth Management
Michigan
$6.24M -$1.6M -16,214 -20%
FA
632
Freestate Advisors
Kansas
$6.23M -$2.55M -25,798 -29%
CCA
633
Conservest Capital Advisors
Pennsylvania
$6.23M -$5.36M -54,166 -46%
RPA
634
Redwood Park Advisors
California
$6.21M +$53.5K +541 +0.9%
MA
635
Marquette Associates
Illinois
$6.19M +$6.19M +62,542 New
Empower Advisory Group
636
Empower Advisory Group
Colorado
$6.15M -$4.93M -49,817 -44%
TC
637
Toews Corporation
New Jersey
$6.15M +$6.15M +62,213 New
BHBT
638
Burke & Herbert Bank & Trust
Virginia
$6.15M +$31.7K +320 +0.5%
EW
639
Element Wealth
Mississippi
$6.14M +$267K +2,697 +5%
TA
640
TPG Advisors
Illinois
$6.08M +$491K +4,966 +9%
DCM
641
Donaldson Capital Management
Indiana
$6.06M +$877K +8,863 +17%
NGA
642
Naples Global Advisors
Florida
$6.03M +$1.91M +19,339 +46%
GL
643
Graypoint LLC
New York
$6.02M +$1.51M +15,222 +33%
AWM
644
Apollon Wealth Management
South Carolina
$6M -$220K -2,227 -4%
MWM
645
MinichMacGregor Wealth Management
New York
$6M +$6M +60,696 New
FPAS
646
Focus Partners Advisor Solutions
Missouri
$5.98M +$878K +8,875 +17%
SIG
647
Stonegate Investment Group
Alabama
$5.97M +$358K +3,620 +6%
CCM
648
Crabel Capital Management
California
$5.96M +$5.38M +54,358 +923%
CF
649
CBM Financial
Texas
$5.95M +$5.95M +60,957 New
CMAI
650
Capital Management Associates Inc
Minnesota
$5.92M +$3.28M +33,184 +125%
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