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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 %
SP
1126
Sequent Planning
Nebraska
$1.01M +$45.3K +458 +5%
BIG
1127
Brooklyn Investment Group
New York
$1.01M +$1.01M +10,161 +203,220%
PSCM
1128
Per Stirling Capital Management
Texas
$1M +$83.9K +848 +9%
PFG
1129
Pacific Financial Group
Washington
$1M +$3.86K +39 +0.4%
AAA
1130
AG Asset Advisory
California
$1M – – –
SPF
1131
South Plains Financial
Texas
$1,000K – – –
IPWA
1132
International Private Wealth Advisors
California
$1,000K -$301K -3,042 -23%
BPWM
1133
Badgley Phelps Wealth Managers
Washington
$1,000K +$8.21K +83 +0.8%
S
1134
SignatureFD
Georgia
$999K -$162K -1,637 -14%
WS
1135
Wedbush Securities
California
$999K -$17.9K -181 -2%
CCFM
1136
Clear Creek Financial Management
Washington
$995K +$481K +4,859 +93%
CIBC Asset Management
1137
CIBC Asset Management
Ontario, Canada
$994K -$16.2K -164 -2%
HS
1138
Horan Securities
United States
$990K +$76K +768 +8%
BCM
1139
Bowie Capital Management
Texas
$989K – – –
RI
1140
Rinkey Investments
California
$988K +$138K +1,399 +16%
PF
1141
Penney Financial
Texas
$986K +$67.8K +685 +7%
STA
1142
Smith Thornton Advisors
Alabama
$983K -$1.94M -19,581 -66%
TF
1143
TME Financial
California
$979K -$130K -1,318 -12%
SC
1144
Sepio Capital
Utah
$977K – – –
WIC
1145
Whitegate Investment Counselors
New Hampshire
$977K -$269K -2,715 -22%
AFFA
1146
ALM First Financial Advisors
Texas
$966K +$966K +9,767 New
HWM
1147
HRC Wealth Management
Idaho
$966K -$2.28K -23 -0.2%
AM
1148
AGF Management
Ontario, Canada
$964K – – –
PWA
1149
Physician Wealth Advisors
Utah
$962K -$432K -4,366 -31%
PIA
1150
Perennial Investment Advisors
California
$962K +$47.5K +480 +5%
44 45
46
47 48