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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 %
SHJ
751
Sharkey, Howes & Javer
Colorado
$3.95M -$6.85M -69,266 -63%
AP
752
Aspect Partners
Virginia
$3.94M +$489K +4,948 +14%
OC
753
Oarsman Capital
Wisconsin
$3.94M -$314K -3,179 -7%
VAMG
754
Voisard Asset Management Group
Michigan
$3.92M -$10.4M -104,898 -73%
PTC
755
Private Trust Company
Ohio
$3.91M -$455K -4,595 -10%
CF
756
Copperwynd Financial
Arizona
$3.91M +$3.44M +34,816 +745%
VIPI
757
Vista Investment Partners II
Indiana
$3.9M +$183K +1,855 +5%
EB
758
Exchange Bank
California
$3.89M -$89.1K -901 -2%
CV
759
Counterweight Ventures
North Carolina
$3.89M +$65.4K +661 +2%
FIC
760
Family Investment Center
Missouri
$3.87M -$246K -2,491 -6%
ARC
761
Advisor Resource Council
Texas
$3.82M +$3.36M +33,976 +735%
TW
762
TritonPoint Wealth
Maryland
$3.77M -$762K -7,700 -17%
DLCIG
763
D.L. Carlson Investment Group
New Hampshire
$3.77M -$155K -1,570 -4%
SG
764
Stanich Group
New York
$3.75M -$316K -3,198 -8%
SYBT
765
Stock Yards Bank & Trust
Kentucky
$3.75M -$808K -8,171 -18%
GWA
766
GGM Wealth Advisors
Maryland
$3.73M -$751K -7,601 -17%
GSEP
767
Golden State Equity Partners
California
$3.7M -$385K -3,888 -9%
AWM
768
Arista Wealth Management
Nevada
$3.7M – – –
DAS
769
Diversify Advisory Services
Utah
$3.69M +$2.89M +29,109 +356%
WCM
770
Winthrop Capital Management
Indiana
$3.69M -$103K -1,041 -3%
SI
771
Stonekeep Investments
New Mexico
$3.68M +$234K +2,370 +7%
WP
772
Waycross Partners
Kentucky
$3.67M – – –
WGCA
773
Wolf Group Capital Advisors
Virginia
$3.63M +$2.32M +23,457 +177%
SCA
774
Snowden Capital Advisors
New York
$3.63M -$47.2K -477 -1%
FWP
775
Family Wealth Partners
North Carolina
$3.62M -$241K -2,438 -6%
29 30
31
32 33