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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 %
GFP
801
Gryphon Financial Partners
Ohio
$3.22M +$304K +3,076 +10%
AWA
802
Aletheian Wealth Advisors
Washington
$3.22M -$27.7K -280 -0.9%
ANTB
803
AMG National Trust Bank
Colorado
$3.22M +$3.26K +33 +0.1%
FPW
804
Flagship Private Wealth
Massachusetts
$3.21M +$400K +4,046 +14%
LSPW
805
Lake Street Private Wealth
Illinois
$3.2M -$1.91M -19,327 -37%
MWA
806
Merkkuri Wealth Advisors
New York
$3.18M -$316K -3,197 -9%
CIS
807
Continental Investors Services
Washington
$3.17M +$115K +1,159 +4%
WCP
808
Wealthcare Capital Partners
Pennsylvania
$3.16M +$180K +1,822 +6%
AAS
809
Asset Allocation Strategies
Michigan
$3.16M +$638K +6,454 +25%
First Trust Advisors
810
First Trust Advisors
Illinois
$3.16M -$1.68M -16,948 -35%
CAGAS
811
Capital Advisory Group Advisory Services
Minnesota
$3.15M +$39K +394 +1%
BAWM
812
Bennett Associates Wealth Management
Pennsylvania
$3.14M +$180K +1,816 +6%
WMA
813
Wealth Management Associates
New Jersey
$3.14M +$312K +3,157 +11%
Nomura Asset Management
814
Nomura Asset Management
Japan
$3.14M -$489K -4,945 -13%
ATC
815
Adirondack Trust Company
New York
$3.13M – – –
IA
816
IFG Advisory
Georgia
$3.13M -$134K -1,359 -4%
DA
817
Denali Advisors
California
$3.12M +$66.8K +675 +2%
GF
818
Gries Financial
Ohio
$3.12M -$5.76M -58,195 -65%
CFGF
819
Compass Financial Group (Florida)
Florida
$3.11M -$55.4K -560 -2%
MWM
820
MorganRosel Wealth Management
Colorado
$3.1M +$2.13M +21,517 +220%
OCM
821
One Capital Management
California
$3.1M -$2.04M -20,647 -40%
AI
822
Accredited Investors
Minnesota
$3.09M -$1.88M -19,011 -38%
TWC
823
TD Waterhouse Canada
Ontario, Canada
$3.08M -$231K -2,338 -7%
DWA
824
Delos Wealth Advisors
Texas
$3.04M -$21.6K -218 -0.7%
SA
825
Sincerus Advisory
New York
$3.04M +$69.3K +701 +2%
31 32
33
34 35