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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, 836 increasing their positions, 718 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
836
Reduced
718
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 %
SWM
51
SigFig Wealth Management
California
$305M +$6.94M +70,406 +2%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$304M +$737K +7,468 +0.2%
SAM
53
Simplify Asset Management
Nevada
$301M +$71.9M +727,206 +31%
USAA
54
United Services Automobile Association
Texas
$292M – – –
SDIC
55
South Dakota Investment Council
South Dakota
$291M +$1.03M +10,400 +0.4%
AllianceBernstein
56
AllianceBernstein
Tennessee
$254M +$13.5M +136,591 +6%
MSA
57
Mason Street Advisors
Wisconsin
$252M -$3.04M -30,700 -1%
DWM
58
Dynasty Wealth Management
Florida
$246M -$45.2M -457,241 -16%
EWA
59
EP Wealth Advisors
California
$232M +$3.01M +30,479 +1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$226M +$42M +424,150 +23%
BTI
61
Blue Trust Inc
Georgia
$223M +$574K +5,807 +0.3%
PCIA
62
Prime Capital Investment Advisors
Kansas
$208M +$58.5M +591,777 +39%
DCM
63
Disciplina Capital Management
Tennessee
$208M +$10.6M +106,809 +5%
SP
64
Stairway Partners
Illinois
$202M +$2.24M +22,608 +1%
QWP
65
Quotient Wealth Partners
Texas
$199M -$42.6M -430,995 -18%
HighTower Advisors
66
HighTower Advisors
Illinois
$199M +$5.1M +51,546 +3%
Corient Private Wealth
67
Corient Private Wealth
Florida
$196M +$104M +1,050,126 +113%
P
68
&Partners
Tennessee
$196M +$37.1M +374,146 +23%
Jane Street
69
Jane Street
New York
$181M +$181M +1,831,840 New
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$174M +$8.16M +82,481 +5%
AWM
71
Axxcess Wealth Management
California
$169M -$7.76M -78,475 -4%
COCM
72
Charter Oak Capital Management
New Hampshire
$165M +$4.3M +43,509 +3%
Osaic Holdings
73
Osaic Holdings
Arizona
$165M +$44.9M +454,118 +38%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$163M +$18.2M +184,404 +13%
CAAS
75
Capital Asset Advisory Services
Michigan
$157M -$4M -40,441 -2%
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