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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 %
GFA
951
Gallagher Fiduciary Advisors
Illinois
$1.9M +$1.43M +14,468 +305%
IIC
952
Integrated Investment Consultants
Michigan
$1.89M -$94K -950 -5%
MWA
953
Muirfield Wealth Advisors
North Carolina
$1.89M +$1.89M +19,122 New
NFP
954
Narus Financial Partners
Utah
$1.89M -$14.3K -145 -0.8%
NP
955
Nilsine Partners
Colorado
$1.89M +$562K +5,679 +42%
LCM
956
Lazari Capital Management
California
$1.88M -$123K -1,247 -6%
IP
957
Ignite Planners
California
$1.87M +$35.2K +358 +2%
SSB
958
Sandy Spring Bank
Maryland
$1.87M +$47.7K +482 +3%
MWM
959
Meridian Wealth Management
Kentucky
$1.87M -$30.8K -311 -2%
RK
960
Rather & Kittrell
Tennessee
$1.87M -$88.3K -893 -5%
VF
961
Vawter Financial
Ohio
$1.86M +$338K +3,416 +22%
RFG
962
Range Financial Group
Oregon
$1.84M +$191K +1,933 +12%
ECM
963
Evergreen Capital Management
Washington
$1.83M – – –
BI
964
Ballast Inc
Kentucky
$1.8M +$32.6K +330 +2%
IIC
965
Ironwood Investment Counsel
Arizona
$1.79M -$1.13M -11,377 -39%
CANC
966
Culbertson A N & Co
Virginia
$1.78M -$2.97K -30 -0.2%
CF
967
Clarity Financial
Texas
$1.78M +$117K +1,181 +7%
FIG
968
FSA Investment Group
Florida
$1.77M -$43.3K -438 -2%
SCP
969
Stevens Capital Partners
Nebraska
$1.77M -$221K -2,239 -11%
ONB
970
Old National Bancorp
Indiana
$1.77M +$133K +1,341 +8%
HKIM
971
Hayek Kallen Investment Management
Alabama
$1.77M -$61.5K -622 -3%
NWAG
972
Net Worth Advisory Group
Utah
$1.74M -$67.1K -678 -4%
BA
973
Bellwether Advisors
Nebraska
$1.74M -$56.6K -572 -3%
RL
974
Retireful LLC
Michigan
$1.73M +$1.73M +17,533 New
FA
975
Fermata Advisors
California
$1.72M -$144K -1,456 -8%
37 38
39
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