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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 %
AWAU
1326
Alliance Wealth Advisors (Utah)
Utah
$556K +$182K +1,839 +49%
AFW
1327
Atlantic Family Wealth
Florida
$550K +$50.1K +506 +10%
SEIA
1328
Signature Estate & Investment Advisors
California
$549K -$43.4K -439 -7%
SOS
1329
Silver Oak Securities
Tennessee
$549K +$65.7K +665 +14%
PWS
1330
Peterson Wealth Services
Utah
$548K +$253K +2,553 +85%
PG
1331
Proffitt & Goodson
Tennessee
$547K -$18K -182 -3%
HIS
1332
Harvest Investment Services
Illinois
$547K +$42.9K +434 +9%
AAM
1333
Ameraudi Asset Management
New York
$546K – – –
GWP
1334
Gateway Wealth Partners
Wisconsin
$545K +$86.8K +878 +19%
TCM
1335
Tassel Capital Management
North Carolina
$544K +$329K +3,324 +153%
GSIAS
1336
Garden State Investment Advisory Services
New Jersey
$543K +$543K +5,486 New
PC
1337
Promus Capital
Illinois
$541K – – –
PP
1338
Patron Partners
Texas
$539K +$12.5K +126 +2%
BFS
1339
BridgePort Financial Solutions
Iowa
$538K +$9.2K +93 +2%
RFA
1340
Resurgent Financial Advisors
Georgia
$537K +$1.39K +14 +0.3%
RFA
1341
RTD Financial Advisors
Pennsylvania
$537K +$1.58K +16 +0.3%
GA
1342
GFS Advisors
Texas
$534K -$79.1K -800 -13%
BJL
1343
Brighton Jones LLC
Washington
$531K -$457K -4,616 -46%
RA
1344
Rockingstone Advisors
Massachusetts
$529K – – –
WIA
1345
Wealthedge Investment Advisors
New York
$529K -$417K -4,215 -44%
EFG
1346
Elios Financial Group
Ohio
$528K +$25.7K +260 +5%
KAS
1347
KPP Advisory Services
Kentucky
$528K -$296K -2,993 -36%
OWP
1348
ORG Wealth Partners
Texas
$526K +$526K +5,312 New
WWA
1349
Wingate Wealth Advisors
Massachusetts
$526K -$157K -1,587 -23%
FWP
1350
FAS Wealth Partners
Kansas
$525K -$6.23K -63 -1%
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