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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 %
FC
1301
Financial Consulate
Maryland
$596K -$400K -4,045 -40%
WWM
1302
Woodside Wealth Management
Massachusetts
$595K +$595K +6,012 New
PPWP
1303
Premier Path Wealth Partners
New Jersey
$594K +$21.3K +215 +4%
OWM
1304
Orgel Wealth Management
Wisconsin
$590K -$749K -7,572 -56%
VCP
1305
Verus Capital Partners
Arizona
$589K +$39.9K +403 +7%
PP
1306
PrairieView Partners
Minnesota
$589K +$15K +152 +3%
VAG
1307
VisionPoint Advisory Group
Texas
$588K +$423K +4,273 +256%
HIP
1308
HUB Investment Partners
Texas
$587K -$33.3K -337 -5%
BRIA
1309
Balanced Rock Investment Advisors
Massachusetts
$587K -$84.2K -851 -13%
TDWM
1310
Topel & Distasi Wealth Management
California
$587K -$116K -1,171 -16%
SFS
1311
Summit Financial Strategies
Ohio
$582K -$30K -303 -5%
ICM
1312
IMS Capital Management
Oregon
$581K +$1.78K +18 +0.3%
WAG
1313
Winthrop Advisory Group
Massachusetts
$580K -$339K -3,429 -37%
WTC
1314
WhitTier Trust Company
Nevada
$578K -$175K -1,769 -23%
OWA
1315
Oak Wealth Advisors
Illinois
$574K +$27.1K +274 +5%
PFG
1316
PAX Financial Group
Texas
$570K +$261K +2,641 +85%
AQR Capital Management
1317
AQR Capital Management
Connecticut
$569K +$692 +7 +0.1%
TWM
1318
TSA Wealth Management
Texas
$567K -$454K -4,588 -44%
FF
1319
Finley Financial
Nevada
$566K +$22.3K +225 +4%
WC
1320
Weil Company
California
$566K -$706K -7,142 -56%
AAMC
1321
Asset Allocation & Management Company
Illinois
$563K +$563K +5,692 New
DPI
1322
Diversified Portfolios Inc
Michigan
$562K -$217K -2,191 -28%
PIFP
1323
Partners in Financial Planning
Virginia
$559K -$989 -10 -0.2%
CWM
1324
Cornerstone Wealth Management
Missouri
$558K +$48.9K +494 +10%
T
1325
Tidemark
California
$556K -$125K -1,263 -18%
51 52
53
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