AGG icon

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 %
BWM
1351
BKM Wealth Management
Wisconsin
$524K -$126K -1,276 -19%
SS
1352
Sunbelt Securities
Texas
$522K -$198K -2,006 -28%
CCB
1353
Country Club Bank
Missouri
$520K -$94.1K -953 -15%
GCA
1354
Gradient Capital Advisors
California
$518K – – –
MCA
1355
MSH Capital Advisors
Arizona
$518K -$113K -1,140 -18%
PAM
1356
Palisade Asset Management
Minnesota
$515K -$24.7K -250 -5%
PW
1357
PUREfi Wealth
Massachusetts
$513K +$513K +5,188 New
NG
1358
NWK Group
California
$513K +$7.82K +79 +2%
CA
1359
Claro Advisors
Massachusetts
$502K -$380K -3,844 -43%
NCFG
1360
New Century Financial Group
New Jersey
$501K -$4.25M -42,926 -89%
RF
1361
RHS Financial
California
$500K -$359K -3,625 -42%
CB
1362
Cadence Bank
Mississippi
$499K +$138K +1,392 +38%
EWA
1363
Etesian Wealth Advisors
Oregon
$499K -$22.7K -229 -4%
HWM
1364
HFG Wealth Management
Texas
$496K +$145K +1,494 +41%
AR
1365
Apeiron RIA
Texas
$496K +$261K +2,635 +111%
QWM
1366
Quadcap Wealth Management
Texas
$496K -$174K -1,757 -26%
VFM
1367
Vision Financial Markets
Connecticut
$495K – – –
BFA
1368
Beacon Financial Advisory
Ohio
$492K -$297 -3 -0.1%
RWIA
1369
Roger Wittlin Investment Advisory
California
$491K +$2.28K +23 +0.5%
SI
1370
Sprott Inc
Ontario, Canada
$490K +$2.18K +22 +0.4%
CMI
1371
Clare Market Investments
Texas
$486K +$2.67K +27 +0.6%
PWM
1372
PMG Wealth Management
Illinois
$486K +$34.5K +350 +8%
LAMNM
1373
Longview Asset Management (New Mexico)
New Mexico
$485K -$1.37M -13,884 -74%
JWCA
1374
J.W. Coons Advisors
Ohio
$485K +$495 +5 +0.1%
SWA
1375
Strategies Wealth Advisors
Michigan
$484K -$47.6K -481 -9%
53 54
55
56 57