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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 %
ACA
901
Aptus Capital Advisors
Alabama
$2.26M -$107K -1,080 -5%
PIWA
902
Prevail Innovative Wealth Advisors
Kansas
$2.24M +$532K +5,379 +31%
BCM
903
Becker Capital Management
Oregon
$2.24M -$53.4K -540 -2%
PCS
904
Private Client Services
Kentucky
$2.24M +$723K +7,308 +48%
EPW
905
Endeavor Private Wealth
Kansas
$2.24M +$2.24M +22,607 New
NS
906
NBC Securities
Alabama
$2.24M +$2.23M +22,583 +132,841%
KDA
907
Kraft Davis & Associates
Missouri
$2.23M +$2.23M +22,827 New
CAL
908
Capital Analysts LLC
Pennsylvania
$2.22M -$165K -1,664 -7%
DCA
909
DSG Capital Advisors
Minnesota
$2.21M -$3.25M -32,903 -60%
MAWA
910
Moss Adams Wealth Advisors
Washington
$2.2M +$38K +384 +2%
PG
911
Patten Group
Tennessee
$2.19M -$275K -2,779 -11%
SWM
912
Stockman Wealth Management
Montana
$2.19M +$95.9K +969 +5%
DTC
913
Davidson Trust Company
Washington
$2.18M -$102K -1,033 -4%
P
914
Pitcairn
Pennsylvania
$2.18M – – –
5W
915
5T Wealth
California
$2.18M -$69.7K -705 -3%
MWM
916
McNaughton Wealth Management
California
$2.17M -$194K -1,965 -8%
AWMS
917
Advocacy Wealth Management Services
Georgia
$2.17M -$261K -2,642 -11%
BWM
918
Benchmark Wealth Management
Connecticut
$2.17M +$1.27M +12,816 +140%
CCG
919
Cypress Capital Group
Florida
$2.15M -$22.3K -225 -1%
RA
920
RFG Advisory
Alabama
$2.15M -$2.39M -24,149 -53%
BBWP
921
Beacon Bridge Wealth Partners
Pennsylvania
$2.15M +$59.6K +603 +3%
RWS
922
Retirement Wealth Solutions
Wisconsin
$2.14M +$11.5K +116 +0.5%
BFIC
923
Bedell Frazier Investment Counselling
California
$2.13M +$30.9K +312 +1%
RWM
924
Rialto Wealth Management
New York
$2.12M +$316K +3,197 +18%
AWP
925
Ascent Wealth Partners
New York
$2.11M +$5.74K +58 +0.3%
35 36
37
38 39