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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 %
CTWM
851
Cherry Tree Wealth Management
Minnesota
$2.7M +$54K +546 +2%
GBWM
852
Granite Bay Wealth Management
New Hampshire
$2.7M +$277K +2,804 +11%
BIA
853
Bigelow Investment Advisors
Maine
$2.69M +$321K +3,241 +14%
AMG
854
Asset Management Group
Connecticut
$2.67M +$3.86K +39 +0.1%
RSF
855
Rik Saylor Financial
Ohio
$2.67M -$9.69K -98 -0.4%
TWP
856
Triad Wealth Partners
Kansas
$2.67M +$455K +4,602 +21%
HCM
857
Hollencrest Capital Management
California
$2.67M -$59.3K -599 -2%
ANBT
858
American National Bank & Trust
Texas
$2.67M +$64.7K +654 +2%
CB
859
Chris Bulman
California
$2.67M -$243K -2,456 -8%
NL
860
NDWM LLC
California
$2.66M +$1.05M +10,638 +65%
CWM
861
Cahill Wealth Management
Michigan
$2.66M +$18.7K +189 +0.7%
UAS
862
United Asset Strategies
New York
$2.65M -$46.5K -470 -2%
GIA
863
Gladstone Institutional Advisory
Florida
$2.63M -$1.49M -15,013 -36%
MAM
864
McLean Asset Management
Virginia
$2.6M -$7.33K -75 -0.3%
CPL
865
CAP Partners LLC
Tennessee
$2.6M -$50.6K -512 -2%
AAS
866
Ameritas Advisory Services
Nebraska
$2.58M +$182K +1,850 +8%
OAM
867
Occidental Asset Management
California
$2.58M +$95.8K +968 +4%
JSAM
868
J. Safra Asset Management
New York
$2.57M +$53.9K +545 +2%
UAG
869
United Advisor Group
Ohio
$2.56M +$58.9K +595 +2%
RTC
870
Riverview Trust Company
Washington
$2.55M – – –
C
871
Croban
Ohio
$2.54M +$151K +1,526 +6%
PWW
872
Pettyjohn Wood & White
Virginia
$2.54M +$46K +465 +2%
FW
873
Fairway Wealth
Ohio
$2.54M +$163K +1,644 +7%
SIA
874
Soltis Investment Advisors
Utah
$2.53M +$127K +1,282 +5%
Retirement Systems of Alabama
875
Retirement Systems of Alabama
Alabama
$2.51M – – –
33 34
35
36 37