AGG icon

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 %
MWM
1176
Mittelman Wealth Management
Massachusetts
$875K +$5.54K +56 +0.6%
LPAM
1177
Lodestar Private Asset Management
California
$875K +$7.52K +76 +0.9%
TF
1178
Trek Financial
Arizona
$871K -$458K -4,629 -34%
MWP
1179
Madison Wealth Partners
Wisconsin
$870K -$7.42K -75 -0.8%
NW
1180
Naviter Wealth
Arkansas
$866K -$29.9K -303 -3%
TFG
1181
Tilson Financial Group
New Jersey
$865K -$158K -1,603 -15%
RIG
1182
RiverFront Investment Group
Virginia
$861K -$5.48M -55,378 -86%
CPBTD
1183
Central Pacific Bank - Trust Division
Hawaii
$858K -$15.9K -161 -2%
HR
1184
Howe & Rusling
New York
$857K -$2.47K -25 -0.3%
PFM
1185
Potomac Fund Management
Florida
$853K -$122K -1,258 -13%
FWIA
1186
Fort Washington Investment Advisors
Ohio
$852K +$21.7K +219 +3%
AA
1187
Armis Advisers
Georgia
$846K +$278K +2,814 +49%
CFD
1188
Creative Financial Designs
Indiana
$845K -$432K -4,367 -34%
CAM
1189
Cidel Asset Management
Ontario, Canada
$841K +$841K +8,497 New
CCP
1190
Carmel Capital Partners
California
$836K +$449K +4,541 +116%
EE
1191
EWG Elevate
California
$831K -$127K -1,279 -13%
AAG
1192
Armstrong Advisory Group
Massachusetts
$827K – – –
CCA
1193
Childress Capital Advisors
Texas
$824K +$2.97K +30 +0.4%
MOS
1194
MGO One Seven
Ohio
$822K -$38K -384 -4%
USB
1195
Union Savings Bank
Connecticut
$822K -$5.14K -52 -0.6%
FSA
1196
Financial Services Advisory
Maryland
$819K -$35.5K -359 -4%
HH
1197
Hilltop Holdings
Texas
$812K -$270K -2,727 -25%
VA
1198
VestGen Advisors
Illinois
$811K +$811K +8,198 New
GCA
1199
Genesee Capital Advisors
New York
$809K +$8.8K +89 +1%
Neuberger Berman Group
1200
Neuberger Berman Group
New York
$808K -$670K -6,776 -45%
46 47
48
49 50