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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 %
IAG
1201
Investment Advisory Group
Massachusetts
$800K +$37.7K +381 +5%
BOSSRA
1202
B.O.S.S. Retirement Advisors
Utah
$797K +$227K +2,298 +40%
FAM
1203
Flaharty Asset Management
Florida
$794K +$495 +5 +0.1%
GWA
1204
Genesis Wealth Advisors
Massachusetts
$791K -$68.7K -694 -8%
BFW
1205
Brady Family Wealth
Missouri
$788K – – –
FFBTD
1206
First Financial Bank - Trust Division
Ohio
$788K -$1.8M -18,172 -70%
OGF
1207
Orin Green Financial
California
$787K +$787K +8,093 New
WSFG
1208
Wall Street Financial Group
Illinois
$778K -$21.7K -219 -3%
PPC
1209
Pennington Partners & Co
Maryland
$776K +$129K +1,302 +20%
FNC
1210
First National Corp
Massachusetts
$770K – – –
LNB
1211
Ledyard National Bank
$769K +$196K +1,977 +34%
WAM
1212
Worth Asset Management
Texas
$764K +$764K +7,720 New
WFA
1213
Wells Financial Advisors
Massachusetts
$760K +$198K +2,003 +35%
LFA
1214
Level Financial Advisors
New York
$749K +$749K +7,570 New
FFG
1215
Fiduciary Financial Group
California
$747K +$138K +1,421 +23%
SFP
1216
Shepherd Financial Partners
Massachusetts
$747K -$61.2K -619 -8%
SP
1217
Successful Portfolios
Florida
$745K -$15.9K -161 -2%
SCA
1218
Stillwater Capital Advisors
Pennsylvania
$745K – – –
HGA
1219
Hobbs Group Advisors
South Carolina
$744K +$188K +1,902 +34%
ACI
1220
Alpha Cubed Investments
California
$744K -$3.86K -39 -0.5%
PGFC
1221
Peapack-Gladstone Financial Corp
New Jersey
$739K -$268K -2,710 -27%
GHA
1222
GW Henssler & Associates
Georgia
$738K – – –
CA
1223
CoreCap Advisors
Michigan
$737K +$162K +1,635 +28%
MFA
1224
Mayflower Financial Advisors
Massachusetts
$734K -$146K -1,476 -17%
EFG
1225
Ethos Financial Group
Pennsylvania
$728K +$6.69K +69 +0.9%
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