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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 %
DP
1026
Dearborn Partners
Illinois
$1.45M -$52.8K -534 -4%
SMA
1027
Sage Mountain Advisors
Georgia
$1.45M +$133K +1,341 +10%
HOWA
1028
Heritage Oak Wealth Advisors
Florida
$1.44M +$1.19M +11,988 +464%
VCM
1029
Virtue Capital Management
Tennessee
$1.44M +$444K +4,490 +45%
Bessemer Group
1030
Bessemer Group
New Jersey
$1.44M -$19.8K -200 -1%
DWP
1031
Daymark Wealth Partners
Ohio
$1.43M -$1.02M -10,278 -42%
AIS
1032
American Investment Services
Massachusetts
$1.43M -$32.7K -331 -2%
NEPWA
1033
New England Private Wealth Advisors
Massachusetts
$1.43M – – –
MFIM
1034
Mesirow Financial Investment Management
Illinois
$1.42M +$135K +1,364 +10%
CIA
1035
Capital Investment Advisors
Georgia
$1.42M -$226K -2,282 -14%
WF
1036
Welch & Forbes
Massachusetts
$1.41M +$238K +2,403 +20%
PCM
1037
Presidio Capital Management
California
$1.41M -$215K -2,176 -13%
HCM
1038
Howland Capital Management
Massachusetts
$1.38M +$11.5K +116 +0.8%
CCA
1039
Carrera Capital Advisors
Michigan
$1.36M +$323K +3,261 +31%
TVAMP
1040
Tennessee Valley Asset Management Partners
Tennessee
$1.35M -$566K -5,718 -30%
GPA
1041
Garrison Point Advisors
California
$1.35M +$29.2K +295 +2%
OWA
1042
One Wealth Advisors
California
$1.35M +$1.35M +13,609 New
FNWM
1043
Financial Network Wealth Management
Utah
$1.34M -$605K -6,120 -31%
CCP
1044
Clarity Capital Partners
California
$1.33M +$95.8K +968 +8%
OPWM
1045
Oxinas Partners Wealth Management
Indiana
$1.33M -$3.09M -31,199 -70%
BWP
1046
Balboa Wealth Partners
Arizona
$1.33M +$5.44K +55 +0.4%
CI
1047
CPR Investments
Michigan
$1.32M +$636K +6,434 +93%
FFB
1048
First Financial Bankshares
Texas
$1.32M +$1.32M +13,374 New
RW
1049
Rede Wealth
Virginia
$1.32M -$791 -8 -0.1%
KBFS
1050
Kohmann Bosshard Financial Services
Ohio
$1.31M +$1.09K +11 +0.1%
40 41
42
43 44