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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 %
WA
726
WBH Advisory
Maryland
$4.34M +$21.1K +213 +0.5%
PWPS
727
Pinnacle Wealth Planning Services
Ohio
$4.33M -$153K -1,543 -3%
UWPG
728
Ullmann Wealth Partners Group
Florida
$4.32M +$180K +1,821 +4%
Parallax Volatility Advisers
729
Parallax Volatility Advisers
California
$4.32M – – –
SG
730
Sharper & Granite
California
$4.32M +$292K +2,948 +7%
CLOS
731
Compagnie Lombard Odier SCmA
Switzerland
$4.31M +$104K +1,050 +2%
FMI
732
F/M Investments
District of Columbia
$4.29M +$6.03K +61 +0.1%
CAWM
733
Capital Advisors Wealth Management
Washington
$4.26M -$436K -4,403 -9%
IC
734
IEQ Capital
California
$4.26M +$2.61M +26,346 +157%
NCG
735
Newport Capital Group
New Jersey
$4.26M -$266K -2,684 -6%
OL
736
Optas LLC
Texas
$4.24M -$90.8K -918 -2%
TT
737
TI-Trust
Illinois
$4.23M +$94.2K +952 +2%
SFC
738
Strategic Financial Concepts
Texas
$4.22M -$2.51M -25,364 -37%
SB
739
Simmons Bank
Arkansas
$4.21M -$7.42K -75 -0.2%
ICP
740
Impact Capital Partners
Colorado
$4.19M -$826K -8,346 -16%
EGA
741
E&G Advisors
Texas
$4.15M -$9.89K -100 -0.2%
HPBT
742
Hickory Point Bank & Trust
Illinois
$4.12M +$26.2K +265 +0.6%
RFO
743
RiverGlades Family Offices
Florida
$4.11M -$7.62K -77 -0.2%
SAM
744
Synergy Asset Management
Washington
$4.1M -$3.18M -32,102 -44%
AWA
745
Archvest Wealth Advisors
California
$4.05M -$20.6M -208,711 -84%
RCIM
746
Red Cedar Investment Management
Michigan
$4.04M – – –
SVWAG
747
Sound View Wealth Advisors Group
Georgia
$4.04M +$148K +1,495 +4%
JPLA
748
Joseph P. Lucia & Associates
New York
$4.01M +$106K +1,073 +3%
EBT
749
Enterprise Bank & Trust
Massachusetts
$4M -$23.1M -233,038 -85%
CWMS
750
Cannon Wealth Management Services
North Carolina
$4M +$138K +1,408 +4%
28 29
30
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