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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
876
Wilshire Advisors
California
$2.5M -$2.12M -230,723 -46%
SA
877
Stewardship Advisors
Pennsylvania
$2.49M +$872K +8,811 +54%
CKAIS
878
Christensen King & Associates Investment Services
Washington
$2.48M +$8.47K +86 +0.3%
MWPCG
879
Measured Wealth Private Client Group
New Hampshire
$2.47M +$78.5K +794 +3%
ACM
880
AUA Capital Management
Pennsylvania
$2.47M -$140K -1,415 -5%
EF
881
Envision Financial
Wisconsin
$2.43M +$273K +2,758 +13%
PWAM
882
Private Wealth Asset Management
Iowa
$2.42M +$2.42M +24,457 New
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$2.42M +$454K +4,593 +23%
CWP
884
Cyndeo Wealth Partners
Florida
$2.4M +$295K +2,980 +14%
NAM
885
NTV Asset Management
West Virginia
$2.38M +$164K +1,655 +7%
SAF
886
Smith Anglin Financial
Texas
$2.37M -$185K -1,867 -7%
AA
887
Alesco Advisors
New York
$2.36M -$136K -1,370 -5%
FNBT
888
FineMark National Bank & Trust
Florida
$2.35M -$63.5K -642 -3%
NC
889
Napatree Capital
Rhode Island
$2.34M -$31.7K -320 -1%
LC
890
LCNB Corp
Ohio
$2.34M – – –
SIA
891
Schechter Investment Advisors
Michigan
$2.33M -$1.63M -16,484 -41%
SC
892
SouthState Corp
Florida
$2.33M +$1.64M +16,600 +240%
CWM
893
C2C Wealth Management
Arizona
$2.31M -$22.9K -232 -1%
FCA
894
Fortis Capital Advisors
Kansas
$2.31M +$1.99M +20,144 +630%
RPCA
895
Running Point Capital Advisors
California
$2.29M +$101K +1,025 +5%
LIM
896
Leavell Investment Management
Alabama
$2.29M -$268K -2,708 -10%
CW
897
Cooksen Wealth
Texas
$2.29M -$197K -2,016 -8%
PA
898
Pinnacle Associates
New York
$2.28M +$371K +3,754 +19%
EIA
899
Edgemoor Investment Advisors
Maryland
$2.28M +$48K +485 +2%
IAIM
900
International Assets Investment Management
Florida
$2.27M +$13.6K +137 +0.6%
34 35
36
37 38