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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 %
AFA
1076
Alpha Financial Advisors
North Carolina
$1.21M +$619K +6,259 +105%
PMWMG
1077
Parr McKnight Wealth Management Group
Minnesota
$1.21M +$58.3K +589 +5%
DWT
1078
Dorsey & Whitney Trust
South Dakota
$1.21M +$380K +3,842 +46%
PA
1079
Procyon Advisors
Connecticut
$1.2M -$131K -1,320 -10%
SC
1080
Stephens Consulting
Michigan
$1.19M +$19.1K +193 +2%
BP
1081
BBR Partners
New York
$1.19M -$4.75K -48 -0.4%
Q1WB
1082
Quest 10 Wealth Builders
Virginia
$1.18M +$60.3K +608 +5%
BCM
1083
Brookmont Capital Management
Texas
$1.18M -$56.6K -572 -5%
AWM
1084
Aprio Wealth Management
Georgia
$1.18M +$244K +2,466 +26%
AIA
1085
Affinity Investment Advisors
California
$1.18M – – –
LSA
1086
Lion Street Advisors
Texas
$1.18M +$1.18M +11,887 New
SQA
1087
Simon Quick Advisors
New Jersey
$1.17M -$437K -4,417 -27%
OFS
1088
OneAscent Financial Services
Alabama
$1.16M +$564K +5,697 +94%
MFG
1089
Mainsail Financial Group
Washington
$1.16M +$146K +1,476 +14%
WC
1090
Whitney & Co
New York
$1.16M +$400K +4,047 +52%
AWC
1091
Abundance Wealth Counselors
Pennsylvania
$1.16M +$43.1K +436 +4%
LF
1092
Lee Financial
Texas
$1.15M +$578K +5,847 +100%
UB
1093
UMB Bank
Missouri
$1.15M +$61K +617 +6%
EWA
1094
EverSource Wealth Advisors
Alabama
$1.15M +$192K +1,946 +20%
AWA
1095
Arkadios Wealth Advisors
Georgia
$1.15M +$482K +4,875 +72%
LWA
1096
LifeGoal Wealth Advisors
New York
$1.15M +$517K +5,228 +82%
EIP
1097
Ellis Investment Partners
Pennsylvania
$1.14M -$32.6K -330 -3%
TFGT
1098
TS Financial Group (TSFG)
Illinois
$1.14M -$28.1K -284 -2%
VFG
1099
V2 Financial group
Illinois
$1.14M -$2.28K -23 -0.2%
CPRC
1100
Consolidated Portfolio Review Corp
New York
$1.13M +$18.7K +189 +2%
42 43
44
45 46