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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, 836 increasing their positions, 718 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
836
Reduced
718
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 %
GLLW
101
Graves Light Lenhart Wealth
Virginia
$98.7M +$256K +2,584 +0.3%
Sumitomo Mitsui Trust Group
102
Sumitomo Mitsui Trust Group
Japan
$98.2M – – –
TI
103
Tidal Investments
Wisconsin
$96.8M -$496K -5,027 -0.5%
KeyBank National Association
104
KeyBank National Association
Ohio
$96.4M -$1.7M -17,185 -2%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$95.3M +$724K +7,317 +0.8%
CFFP
106
Center for Financial Planning
Michigan
$94.4M +$34.4M +347,668 +57%
FWA
107
FORM Wealth Advisors
Wisconsin
$92M +$92M +929,705 New
BPA
108
Beacon Pointe Advisors
California
$91.7M +$1.77M +17,891 +2%
CA
109
Cambridge Associates
Massachusetts
$90.5M +$3.62M +36,597 +4%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$90.1M -$9.13M -92,736 -9%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$86M -$1.46M -14,760 -2%
RCG
112
Rock Creek Group
District of Columbia
$84.8M +$14.4M +146,354 +21%
BAAM
113
Baker Avenue Asset Management
California
$84.6M +$1.91M +19,282 +2%
QCG
114
Quadrant Capital Group
Ohio
$84.3M +$80.2M +810,305 +1,938%
GKWIM
115
Gerber Kawasaki Wealth & Investment Management
California
$83.8M +$8.05M +81,359 +11%
OMC
116
Old Mission Capital
Illinois
$80.8M +$60.4M +610,646 +297%
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$79.6M -$343K -3,465 -0.4%
SCM
118
Steele Capital Management
Iowa
$79.5M +$478K +4,836 +0.6%
RA
119
Rational Advisors
New York
$78.8M -$7.78M -78,699 -9%
NA
120
NewEdge Advisors
Louisiana
$77.8M -$3.22M -32,584 -4%
ZIM
121
Zacks Investment Management
Illinois
$77.2M +$7.21M +72,844 +10%
AF
122
Alerus Financial
North Dakota
$76.4M -$1.69M -17,063 -2%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$76.2M -$1.3M -13,182 -2%
BNP Paribas Asset Management
124
BNP Paribas Asset Management
France
$76.1M +$37M +1,202,229 +95%
MWP
125
Meridian Wealth Partners
Pennsylvania
$76.1M +$193K +1,951 +0.3%
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