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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 %
GT
701
Glenview Trust
Kentucky
$4.76M +$612K +6,189 +15%
LG
702
Leuthold Group
Minnesota
$4.73M – – –
CSP
703
Cary Street Partners
Virginia
$4.7M -$407K -4,112 -8%
EWP
704
Elevation Wealth Partners
California
$4.64M -$248K -2,518 -5%
LHC
705
Little House Capital
Massachusetts
$4.62M -$1.94M -19,581 -30%
PCWA
706
Pacific Capital Wealth Advisors
California
$4.62M -$568K -5,743 -11%
FFL
707
Financial Freedom LLC
Ohio
$4.59M -$1.14M -11,542 -20%
KA
708
Kovack Advisors
Florida
$4.59M +$1.43M +14,407 +45%
WPW
709
Waldron Private Wealth
Pennsylvania
$4.57M +$1.09M +10,985 +31%
BAM
710
Belpointe Asset Management
Nevada
$4.57M +$3.56M +36,071 +354%
XF
711
XML Financial
Maryland
$4.56M +$319K +3,221 +8%
KCAM
712
Kagan Cocozza Asset Management
New Jersey
$4.55M -$55.7K -563 -1%
CCA
713
Coign Capital Advisors
Utah
$4.48M +$544K +5,499 +14%
JGIA
714
Jackson Grant Investment Advisers
Connecticut
$4.47M +$1.31M +13,232 +41%
KLCM
715
KG&L Capital Management
Louisiana
$4.45M +$13.8K +140 +0.3%
CWA
716
Canvas Wealth Advisors
Kansas
$4.44M -$75.3K -773 -2%
TWM
717
Tradition Wealth Management
Minnesota
$4.43M -$73.5K -743 -2%
RFA
718
Reyes Financial Architecture
California
$4.43M +$3.56M +35,961 +409%
HCC
719
Hirtle Callaghan & Co
Pennsylvania
$4.42M -$10.2M – –
SC
720
Savant Capital
Illinois
$4.42M -$470K -4,755 -10%
MBTD
721
Mechanics Bank - Trust Department
California
$4.41M +$755K +7,633 +21%
MA
722
Modus Advisors
Minnesota
$4.38M -$86K -869 -2%
FAT
723
First American Trust
California
$4.37M -$814K -8,233 -16%
ML
724
McAdam LLC
Pennsylvania
$4.35M -$608K -6,150 -12%
JIP
725
Jaffetilchin Investment Partners
Florida
$4.35M +$3.15M +31,817 +261%
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