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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 %
SSWM
1101
Sheets Smith Wealth Management
North Carolina
$1.12M -$77.8K -786 -6%
NG
1102
Norden Group
Utah
$1.12M +$1.12M +11,335 New
TTWM
1103
TCV Trust & Wealth Management
Virginia
$1.12M -$692 -7 -0.1%
AFG
1104
ABLE Financial Group
Arizona
$1.12M +$136K +1,372 +14%
LDB
1105
Lee, Danner & Bass
Tennessee
$1.12M +$817K +8,257 +271%
DWS
1106
Discipline Wealth Solutions
South Carolina
$1.11M -$48.5K -490 -4%
SFC
1107
Summit Financial Consulting
Michigan
$1.09M +$1.09M +11,034 New
WWM
1108
Western Wealth Management
Colorado
$1.09M -$290K -2,935 -21%
LA
1109
Lifeworks Advisors
Michigan
$1.08M -$315K -3,188 -23%
TCM
1110
Triumph Capital Management
Colorado
$1.08M +$253K +2,557 +31%
WGC
1111
Watts Gwilliam & Co
Arizona
$1.08M -$40.3K -407 -4%
PCA
1112
Providence Capital Advisors
North Carolina
$1.07M -$40.8K -412 -4%
AF
1113
Apollon Financial
South Carolina
$1.07M -$76.1K -769 -7%
CIAS
1114
Capital Investment Advisory Services
North Carolina
$1.06M +$107K +1,084 +11%
AC
1115
ASB Consultores
Florida
$1.06M – – –
PI
1116
PineBridge Investments
New York
$1.06M -$49.5K -500 -4%
SGCA
1117
Steel Grove Capital Advisors
Tennessee
$1.04M -$586K -5,927 -36%
BCM
1118
Brasada Capital Management
Texas
$1.04M +$63.3K +648 +7%
BCM
1119
BTC Capital Management
Iowa
$1.03M -$26.1K -264 -2%
RTL
1120
Red Tortoise LLC
Georgia
$1.02M -$347K -3,510 -25%
SA
1121
Sovran Advisors
California
$1.02M -$163K -1,667 -14%
YWM
1122
Yukon Wealth Management
Kansas
$1.01M +$1.01M +10,258 New
HP
1123
Holistic Planning
Texas
$1.01M +$122K +1,230 +14%
MSK
1124
Melissa S. Kampmann
$1.01M +$7.42K +75 +0.7%
FOA
1125
Five Oceans Advisors
California
$1.01M -$113K -1,142 -10%
43 44
45
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