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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 %
AA
1151
Advisory Alpha
Michigan
$961K +$152K +1,535 +19%
Fiera Capital (Canada)
1152
Fiera Capital (Canada)
Quebec, Canada
$961K -$137K -1,387 -12%
DQRIM
1153
Dale Q Rice Investment Management
Washington
$959K -$25K -253 -3%
TCM
1154
TruNorth Capital Management
Michigan
$958K -$118K -1,194 -11%
NFW
1155
Noble Family Wealth
Florida
$956K -$989 -10 -0.1%
TWM
1156
Tolleson Wealth Management
Texas
$954K -$38.5K -389 -4%
KFGK
1157
Keystone Financial Group (Kentucky)
Kentucky
$947K -$815K -8,234 -46%
TRCT
1158
Tower Research Capital (TRC)
New York
$943K +$591K +5,970 +168%
SIM
1159
Stratos Investment Management
Ohio
$941K -$1.37M -13,847 -59%
IC
1160
Inscription Capital
Texas
$938K +$938K +9,579 New
FF
1161
Farrell Financial
New York
$938K -$158K -1,601 -14%
WHCFA
1162
William Howard & Co Financial Advisors
Tennessee
$936K – – –
EA
1163
Evergreen Advisors
Tennessee
$934K -$30K -303 -3%
FH
1164
FWG Holdings
Florida
$933K +$234K +2,359 +33%
RWP
1165
Revolve Wealth Partners
New Jersey
$932K +$28.9K +292 +3%
VFG
1166
Victory Financial Group
Texas
$931K -$313K -3,164 -25%
MSCM
1167
McElhenny Sheffield Capital Management
Texas
$929K +$407K +4,111 +78%
PCM
1168
Pointe Capital Management
Michigan
$927K +$111K +1,122 +14%
BHB
1169
Bank Hapoalim BM
Israel
$924K -$918K – –
DI
1170
Disciplined Investments
Oklahoma
$920K -$87.7K -887 -9%
FB
1171
Finward Bancorp
Indiana
$909K +$14.8K +150 +2%
GLA
1172
Good Life Advisors
Pennsylvania
$900K -$1.44M -14,511 -61%
FFA
1173
Florida Financial Advisors
Florida
$897K +$153K +1,546 +21%
CB
1174
Centennial Bank
Arkansas
$892K -$70.5K -713 -7%
WMN
1175
Wealth Management Nebraska
Nebraska
$890K +$890K +9,000 New
45 46
47
48 49