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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 %
IJWM
1251
Inman Jager Wealth Management
Mississippi
$665K +$47.2K +477 +8%
VWM
1252
Vigilare Wealth Management
Arizona
$665K +$3.76K +38 +0.6%
CJH
1253
Christopher J. Hasenberg
Wisconsin
$663K +$39.4K +398 +6%
JFG
1254
JMG Financial Group
Illinois
$661K -$993K -10,037 -60%
RPGK
1255
Retirement Planning Group (Kansas)
Kansas
$660K +$36K +364 +6%
HP
1256
Hilltop Partners
Indiana
$656K -$148K -1,499 -18%
LRIA
1257
Leonard Rickey Investment Advisors
Washington
$653K +$13.1K +134 +2%
BCA
1258
Bay Colony Advisors
Massachusetts
$653K -$732K -7,414 -53%
PP
1259
Patten & Patten
Tennessee
$649K +$890 +9 +0.1%
SCM
1260
Seascape Capital Management
New Hampshire
$649K -$547K -5,535 -46%
MA
1261
MCF Advisors
Kentucky
$646K -$14.3K -145 -2%
Tudor Investment Corp
1262
Tudor Investment Corp
Connecticut
$645K +$645K +6,521 New
TYCC
1263
Texas Yale Capital Corp
Florida
$643K +$10.2K +103 +2%
CA
1264
Cambridge Advisors
Nebraska
$639K – – –
CA
1265
Calton & Associates
Florida
$637K +$22.9K +231 +4%
VCS
1266
Vaughan & Co Securities
New Jersey
$637K +$5.05K +51 +0.8%
SIMG
1267
Sonora Investment Management Group
Arizona
$635K +$125K +1,268 +25%
FLPIM
1268
F.L. Putnam Investment Management
Massachusetts
$635K -$135K -1,367 -18%
T
1269
TrueFG
Texas
$635K +$30K +303 +5%
JCM
1270
Jacobi Capital Management
Pennsylvania
$633K -$257K -2,600 -29%
EWS
1271
Evergreen Wealth Solutions
Pennsylvania
$631K -$442K -4,464 -41%
MAM
1272
MMA Asset Management
Pennsylvania
$630K -$9.6K -97 -2%
BWP
1273
BlueStem Wealth Partners
Minnesota
$630K -$6.44M -65,111 -91%
AF
1274
Aviso Financial
Ontario, Canada
$628K – – –
TL
1275
Tradewinds LLC
North Carolina
$625K -$89.2K -902 -12%
49 50
51
52 53