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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 %
LWMT
776
Legacy Wealth Management (Tennessee)
Tennessee
$3.61M +$162K +1,635 +5%
NI
777
NYL Investors
New York
$3.56M +$59.4K +600 +2%
Optiver Holding
778
Optiver Holding
Netherlands
$3.55M +$3.55M +35,839 New
MWA
779
MN Wealth Advisors
Kansas
$3.53M -$104K -1,048 -3%
SMC
780
Smith, Moore & Co
Missouri
$3.52M +$26.3K +266 +0.8%
UB
781
Umpqua Bank
Oregon
$3.52M +$538K +5,440 +18%
FCI
782
Financial Counselors Inc
Kansas
$3.5M +$46.3K +468 +1%
CIA
783
Compass Ion Advisors
Pennsylvania
$3.5M -$89K -900 -2%
MLFP
784
MPS Loria Financial Planners
Illinois
$3.49M -$48.6K -491 -1%
IPW
785
Intergy Private Wealth
Colorado
$3.48M +$66.9K +676 +2%
NCM
786
Northwest Capital Management
Oregon
$3.48M -$261K -2,640 -7%
FSG
787
Financial Strategies Group
Michigan
$3.45M -$432K -4,420 -11%
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$3.45M +$313K +3,161 +10%
LWM
789
LeConte Wealth Management
Tennessee
$3.44M +$3.44M +34,785 New
AWM
790
Accel Wealth Management
Iowa
$3.43M +$751K +7,591 +28%
DAS
791
Dynamic Advisor Solutions
Arizona
$3.42M +$344K +3,477 +11%
CVM
792
Cheviot Value Management
California
$3.38M +$3.38M +34,618 New
IWB
793
Innovative Wealth Building
Maryland
$3.37M -$86.8K -877 -3%
AO
794
Advisor OS
Illinois
$3.33M +$386K +3,900 +13%
SIC
795
Salem Investment Counselors
North Carolina
$3.33M +$266K +2,690 +9%
TIM
796
Thompson Investment Management
Wisconsin
$3.31M +$992K +10,024 +43%
SIAM
797
Sterling Investment Advisors (Missouri)
Missouri
$3.3M +$9.2K +93 +0.3%
MWM
798
Mission Wealth Management
California
$3.3M +$1.59M +16,075 +93%
LL
799
LPWM LLC
Minnesota
$3.29M -$6.93M -70,035 -68%
BFPW
800
BOK Financial Private Wealth
Colorado
$3.28M -$815K -8,237 -20%
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