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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 %
AA
676
Ancora Advisors
Ohio
$5.27M +$569K +5,757 +12%
Manulife (Manufacturers Life Insurance)
677
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.22M – – –
BFA
678
Bluestem Financial Advisors
Illinois
$5.2M +$1.25M +12,620 +32%
CW
679
CreativeOne Wealth
Kansas
$5.2M +$281K +2,837 +6%
WA
680
WP Advisors
California
$5.19M +$5.19M +52,430 New
MHC
681
May Hill Capital
Massachusetts
$5.18M -$139K -1,403 -3%
PW
682
Pandora Wealth
Illinois
$5.13M +$5.13M +51,871 New
PAS
683
PKS Advisory Services
New York
$5.11M +$479K +4,847 +10%
JIR
684
James Investment Research
Ohio
$5.08M +$320K +3,233 +7%
LSC
685
Logan Stone Capital
Illinois
$5.07M +$814K +8,230 +19%
RWM
686
RKL Wealth Management
Pennsylvania
$5.06M +$299K +3,024 +6%
CAAM
687
Cornerstone Advisors Asset Management
Pennsylvania
$4.97M +$1.45M +14,648 +41%
SAI
688
Savvy Advisors Inc
New York
$4.94M +$741K +7,492 +18%
DC
689
Davenport & Co
Virginia
$4.94M +$1.75M +17,728 +55%
CI
690
Centerstone Investors
New York
$4.94M – – –
AWMNH
691
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.93M +$4.93M +49,864 New
BTWM
692
Brass Tax Wealth Management
Ohio
$4.93M +$179K +1,810 +4%
PI
693
PFG Investments
New York
$4.92M -$54K -546 -1%
FPCG
694
Forum Private Client Group
Indiana
$4.91M -$131K -1,324 -3%
QFA
695
Quattro Financial Advisors
Texas
$4.87M -$95.9K -969 -2%
IF
696
Ironwood Financial
Arizona
$4.87M -$179K -1,809 -4%
1SB
697
1ST Source Bank
Indiana
$4.86M -$71.9K -727 -1%
DI
698
Diligent Investors
California
$4.85M -$310K -3,132 -6%
CAS
699
Coppell Advisory Solutions
Texas
$4.79M -$6.23M -11,180 -57%
SG
700
StoneX Group
New York
$4.78M +$1.81M +18,313 +61%
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