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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 %
BWP
1276
Bernardo Wealth Planning
Pennsylvania
$625K +$81.2K +820 +15%
GWM
1277
Gitterman Wealth Management
New Jersey
$625K +$192K +1,946 +45%
SGWM
1278
Sterling Group Wealth Management
California
$623K – – –
VFP
1279
Vested Financial Planning
California
$622K +$7.81K +79 +1%
MA
1280
Montag & Associates
Georgia
$621K – – –
HT
1281
Heritage Trust
Oklahoma
$621K -$45.6K -461 -7%
PS
1282
Planned Solutions
California
$618K +$14.5K +147 +2%
IL
1283
Investure LLC
Virginia
$617K -$32.4K -328 -5%
CMBA
1284
C.M. Bidwell & Associates
Hawaii
$616K -$5.94K -60 -1%
TAM
1285
Titleist Asset Management
Texas
$612K -$473K -4,780 -44%
Bank Julius Baer & Co
1286
Bank Julius Baer & Co
Switzerland
$611K +$34.3K +347 +6%
CIC
1287
Carnegie Investment Counsel
Ohio
$611K -$40.7K -414 -6%
PP
1288
Postrock Partners
Oregon
$611K +$42.4K +429 +7%
IWN
1289
Independent Wealth Network
Iowa
$610K +$221K +2,234 +57%
BL
1290
BFSG LLC
California
$610K +$8.01K +81 +1%
ATI
1291
ARK & TLK Investments
Oklahoma
$609K +$57.4K +580 +10%
FAG
1292
Fortitude Advisory Group
Washington
$609K -$10.9K -111 -2%
BCP
1293
Berkeley Capital Partners
Georgia
$606K +$4.65K +47 +0.8%
MWM
1294
Melfa Wealth Management
Massachusetts
$605K +$79.3K +802 +15%
AHL
1295
Abel Hall LLC
Louisiana
$603K -$58.1K -587 -9%
MPW
1296
Magnolia Private Wealth
Pennsylvania
$602K -$519K -5,243 -46%
BDFN
1297
Bond & Devick Financial Network
Minnesota
$601K +$82.3K +832 +16%
PF
1298
PlanWiser Financial
Colorado
$601K +$601K +6,120 New
MAS
1299
Madden Advisory Services
Florida
$601K -$351K -3,546 -37%
RIM
1300
Redwood Investment Management
Arizona
$598K -$6.2M -62,696 -91%
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