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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, 836 increasing their positions, 718 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
836
Reduced
718
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 %
CWM
76
Cahaba Wealth Management
Georgia
$154M +$3.99M +40,318 +3%
MML Investors Services
77
MML Investors Services
Massachusetts
$153M +$33.3M +337,042 +28%
DWM
78
Destination Wealth Management
California
$143M +$7.02M +70,961 +5%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$140M – – –
Citadel Advisors
80
Citadel Advisors
Florida
$139M +$121M +1,225,500 +693%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$138M +$3.02M +30,576 +2%
WB
82
WesBanco Bank
West Virginia
$129M +$4.23M +42,773 +3%
G
83
GenTrust
Florida
$128M -$5.39M -54,486 -4%
R
84
Rebalance
California
$128M +$2.49M +25,155 +2%
KWM
85
Kingsview Wealth Management
Oregon
$126M -$1.11M -11,186 -0.9%
TW
86
Trajan Wealth
Arizona
$123M +$20.9M +210,925 +20%
HCM
87
Howard Capital Management
Georgia
$121M +$13.3M +134,489 +12%
MCCA
88
Mill Creek Capital Advisors
Pennsylvania
$121M +$5.18M +52,399 +4%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$120M -$4.07M -41,179 -3%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$119M -$105M -1,059,820 -47%
CTB
91
Country Trust Bank
Illinois
$117M -$2.49M -25,189 -2%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$116M -$15.8M -160,159 -12%
SPIA
93
Steward Partners Investment Advisory
New York
$113M +$7.01M +70,882 +7%
SMFG
94
Sumitomo Mitsui Financial Group
Japan
$112M +$8.41M +85,060 +8%
SWP
95
Sagespring Wealth Partners
Tennessee
$105M -$4.21M -985,508 -4%
Fisher Asset Management
96
Fisher Asset Management
Washington
$104M +$2.71M +27,386 +3%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$102M -$2.5M -25,266 -2%
PS
98
Principal Securities
Iowa
$102M +$913K +9,421 +0.9%
CAG
99
Crestwood Advisors Group
Massachusetts
$101M +$5.16M +52,184 +5%
RWM
100
Ritholtz Wealth Management
New York
$99.3M +$8.47M +85,638 +9%
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4
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