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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 %
FCP
1226
Fidelis Capital Partners
Florida
$726K +$7.69K +78 +1%
FA
1227
Fountainhead AM
New Jersey
$726K -$4.63M -46,804 -86%
KFG
1228
Kingdom Financial Group
Arizona
$724K +$162K +1,633 +29%
RF
1229
Rossby Financial
Florida
$718K +$455K +4,616 +173%
PCA
1230
Pallas Capital Advisors
Massachusetts
$716K +$7.42K +75 +1%
BFG
1231
Beacon Financial Group
Texas
$715K +$330K +3,341 +86%
GP
1232
Guardian Partners
Canada
$715K -$20.5K -210 -3%
NWA
1233
New World Advisors
Massachusetts
$714K -$202K -2,037 -22%
RPA
1234
Rock Point Advisors
Vermont
$707K +$8.41K +85 +1%
AAM
1235
Augustine Asset Management
Florida
$705K +$26.1K +264 +4%
CG
1236
Caprock Group
Idaho
$699K +$699K +7,070 New
HTC
1237
Haverford Trust Company
Pennsylvania
$699K +$30.6K +309 +5%
CIA
1238
Choate Investment Advisors
Massachusetts
$698K -$325K -3,281 -32%
AWM
1239
Atticus Wealth Management
Florida
$697K -$14.2M -143,109 -95%
MCI
1240
MRP Capital Investments
Georgia
$697K +$14.5K +147 +2%
MYIA
1241
Mount Yale Investment Advisors
Colorado
$697K -$119K -1,204 -15%
VC
1242
Veracity Capital
Georgia
$693K -$174K -1,758 -20%
USCWA
1243
U.S. Capital Wealth Advisors
Texas
$693K -$164K -1,659 -19%
PC
1244
Prairiewood Capital
North Dakota
$684K +$1.29K +13 +0.2%
SC
1245
Summa Corp
Texas
$683K – – –
OP
1246
ORG Partners
Indiana
$678K -$624K -6,308 -48%
TCA
1247
Transcend Capital Advisors
New Jersey
$677K +$10.1K +102 +2%
BC
1248
Burney Company
Virginia
$676K +$117K +1,183 +21%
EWM
1249
Empirical Wealth Management
Washington
$671K +$38.4K +388 +6%
WF
1250
Warner Financial
Maryland
$670K +$20.8K +210 +3%
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