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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 %
DCC
1001
Dow Chemical Company
Michigan
$1.57M – – –
IHL
1002
Investment House LLC
California
$1.57M +$1.57M +15,898 New
NFG
1003
Nations Financial Group
Iowa
$1.57M -$77.9K -787 -5%
PB
1004
Pinnacle Bancorp
Nebraska
$1.56M +$18.7K +189 +1%
RFA
1005
Register Financial Advisors
Georgia
$1.55M +$315K +3,186 +25%
NL
1006
NVWM LLC
Pennsylvania
$1.55M -$3.93M -39,736 -72%
GC
1007
GFG Capital
Florida
$1.55M – – –
DMIC
1008
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.54M +$1.36M +13,720 +728%
FFA
1009
Fi3 Financial Advisors
Indiana
$1.54M -$2.84M -28,704 -65%
BP
1010
Ballentine Partners
Massachusetts
$1.53M +$36.3K +367 +2%
PFA
1011
Pathway Financial Advisors
Vermont
$1.52M +$175K +1,774 +13%
CFA
1012
Camarda Financial Advisors
Florida
$1.51M -$202K -2,039 -12%
SC
1013
Sierra Capital
Florida
$1.51M +$430K +4,344 +40%
LGWM
1014
Litman Gregory Wealth Management
California
$1.51M -$268K -2,713 -15%
GM
1015
GeoWealth Management
Illinois
$1.51M +$275K +2,775 +22%
AWM
1016
Avior Wealth Management
Nebraska
$1.5M -$987K -10,047 -40%
TFA
1017
Transamerica Financial Advisors
Florida
$1.5M -$56.5K -571 -4%
CFP
1018
Cascade Financial Partners
California
$1.49M -$303K -3,063 -17%
AW
1019
Avion Wealth
Texas
$1.49M – – –
BCM
1020
Bourgeon Capital Management
Connecticut
$1.49M +$7.82K +79 +0.5%
WAAG
1021
Wealth Alliance Advisory Group
Kansas
$1.48M +$26.8K +271 +2%
MCA
1022
Magnolia Capital Advisors
Mississippi
$1.48M -$93.3K -943 -6%
WFA
1023
WestHill Financial Advisors
California
$1.48M -$103K -1,037 -6%
OCM
1024
Objective Capital Management
Ohio
$1.47M -$1.3M -13,137 -47%
SIS
1025
Sound Income Strategies
Florida
$1.46M -$45K -455 -3%
39 40
41
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