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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 %
WAM
651
WealthTrust Asset Management
Florida
$5.84M -$41.8K -423 -0.7%
DG
652
DMC Group
Alabama
$5.76M +$455K +4,602 +9%
PCP
653
Proficio Capital Partners
Massachusetts
$5.75M -$920K -9,370 -14%
TFA
654
Tobias Financial Advisors
Florida
$5.73M +$40.7K +411 +0.7%
SMI
655
Shelter Mutual Insurance
Missouri
$5.7M – – –
IAA
656
Independent Advisor Alliance
North Carolina
$5.67M -$10.7M -107,982 -65%
ACM
657
Alamar Capital Management
California
$5.58M +$1.03M +10,429 +23%
TFF
658
The Family Firm
Maryland
$5.55M +$123K +1,247 +2%
AG
659
AlTi Global
New York
$5.55M +$815K +8,234 +17%
DL
660
DOHJ LLC
Washington
$5.54M +$3.16M +31,897 +132%
NFG
661
Northeast Financial Group
Pennsylvania
$5.51M -$536K -5,423 -9%
VFIC
662
Valley Forge Investment Consultants
Pennsylvania
$5.51M +$2.38M +24,041 +76%
FFP
663
FourThought Financial Partners
Florida
$5.49M +$99.8K +1,009 +2%
KWA
664
Kingswood Wealth Advisors
California
$5.47M -$464K -4,686 -8%
GBT
665
Grove Bank & Trust
Florida
$5.43M +$75.2K +760 +1%
CFG
666
Compton Financial Group
Maryland
$5.43M -$49.1M -496,415 -90%
MPPLM
667
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.41M +$677K +6,848 +14%
GWS
668
Greykasell Wealth Strategies
California
$5.4M +$2.91M +29,433 +117%
VFA
669
Valeo Financial Advisors
Indiana
$5.39M -$559K -5,649 -9%
Pathstone Holdings
670
Pathstone Holdings
New Jersey
$5.38M -$2.26M -22,862 -30%
BMCM
671
Bryn Mawr Capital Management
Pennsylvania
$5.34M -$2.57M -25,946 -32%
TC
672
TownSquare Capital
Utah
$5.32M +$1.47M +14,890 +38%
ATWA
673
Arbor Trust Wealth Advisors
Michigan
$5.31M +$251K +2,537 +5%
ATPW
674
Ashton Thomas Private Wealth
Arizona
$5.31M -$408K -4,120 -7%
CCA
675
Cobblestone Capital Advisors
New York
$5.3M +$1.22M +12,308 +30%
25 26
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