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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 %
JWM
926
JGP Wealth Management
Oregon
$2.1M – – –
SHFA
927
SC&H Financial Advisors
Maryland
$2.08M +$309K +3,119 +17%
EFA
928
Evernest Financial Advisors
Indiana
$2.07M +$158K +1,596 +8%
CAM
929
Chandler Asset Management
California
$2.07M – – –
LFG
930
Larson Financial Group
Missouri
$2.07M +$109K +1,106 +6%
OFS
931
Orrstown Financial Services
Pennsylvania
$2.06M -$101K -1,026 -5%
TSW
932
Thompson Siegel & Walmsley
Virginia
$2.05M +$154K +1,553 +8%
NBWM
933
North Berkeley Wealth Management
California
$2.05M +$330K +3,339 +19%
CWM
934
Connecticut Wealth Management
Connecticut
$2.04M -$659K -6,665 -24%
AWM
935
Aries Wealth Management
Maine
$2.03M +$54.2K +548 +3%
AI
936
Auour Investments
Massachusetts
$2.02M -$28.6K -289 -1%
AM
937
Atwater Malick
Pennsylvania
$2.02M +$73.1K +739 +4%
GWM
938
GSB Wealth Management
Connecticut
$2.01M -$4.16K -42 -0.2%
GVCM
939
Global View Capital Management
Wisconsin
$2M -$1.53M -15,429 -43%
BWA
940
Beam Wealth Advisors
Louisiana
$2M +$461K +4,661 +30%
WMA
941
West Michigan Advisors
Michigan
$1.99M -$77K -778 -4%
SA
942
Skyline Advisors
Washington
$1.96M +$22K +222 +1%
TC
943
Trilogy Capital
California
$1.96M +$4.85K +49 +0.2%
BIS
944
BG Investment Services
Guam
$1.96M -$3.04M -30,776 -61%
EWA
945
ERTS Wealth Advisors
Michigan
$1.96M -$208K -2,098 -10%
Koshinski Asset Management
946
Koshinski Asset Management
Illinois
$1.95M +$294K +2,976 +18%
LHWM
947
Lake Hills Wealth Management
Texas
$1.92M -$477K -4,826 -20%
LKBC
948
L.K. Benson & Company
Maryland
$1.92M +$6.53K +66 +0.3%
ACP
949
Aviance Capital Partners
Florida
$1.91M +$154K +1,552 +9%
WA
950
Westfuller Advisors
New York
$1.9M -$7.96M -80,479 -81%
36 37
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