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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 %
DF
976
Dunhill Financial
United Kingdom
$1.72M +$1.2M +12,097 +228%
UCB
977
United Community Bank
South Carolina
$1.71M -$151K -1,523 -8%
DFA
978
DHK Financial Advisors
New Hampshire
$1.68M +$841K +8,500 +100%
HFF
979
Halter Ferguson Financial
Indiana
$1.68M +$21.1K +213 +1%
EAM
980
Empirical Asset Management
Massachusetts
$1.67M +$120K +1,217 +8%
CFG
981
Carr Financial Group
Massachusetts
$1.67M -$79.5K -804 -5%
MFS
982
Miller Financial Services
Michigan
$1.67M -$8.84M -89,381 -84%
IDA
983
Intelligence Driven Advisers
California
$1.66M -$22.7K -229 -1%
WCM
984
Wealthcare Capital Management
Virginia
$1.66M -$786K -7,948 -32%
SFG
985
Sage Financial Group
Pennsylvania
$1.65M +$20.6K +208 +1%
SB
986
Strategic Blueprint
Georgia
$1.65M +$364K +3,678 +28%
SW
987
SlateStone Wealth
Florida
$1.65M -$168K -1,700 -9%
PP
988
Prudential plc
United Kingdom
$1.64M -$2.06M -20,830 -56%
WDG
989
Wealth Dimensions Group
Ohio
$1.64M -$110K -1,112 -6%
VAG
990
Vannoy Advisory Group
Texas
$1.64M +$481K +4,861 +42%
BC
991
Bakala Capital
South Carolina
$1.63M +$293K +2,967 +22%
RWM
992
RBA Wealth Management
California
$1.63M -$25.5K -258 -2%
SWA
993
Sax Wealth Advisors
New Jersey
$1.63M +$1.12M +11,339 +223%
VFA
994
Voya Financial Advisors
Connecticut
$1.62M -$97K -982 -6%
AIM
995
Acropolis Investment Management
Missouri
$1.6M -$77.9K -788 -5%
HWMO
996
Heritage Wealth Management (Ohio)
Ohio
$1.6M +$152K +1,540 +11%
HWMC
997
Heritage Wealth Management (California)
California
$1.59M -$215K -2,175 -12%
CA
998
Clune & Associates
Illinois
$1.58M +$12.2K +123 +0.8%
OAS
999
Optivise Advisory Services
Tennessee
$1.58M -$1.15M -11,614 -42%
SC
1000
Schiavi & Co
Delaware
$1.57M -$94.5K -955 -6%
38 39
40
41 42