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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 %
GA
1376
GSG Advisors
New Jersey
$483K +$3.62K +37 +0.8%
RBA
1377
Richard Bernstein Advisors
New York
$482K -$26.8M -271,447 -98%
SSA
1378
SSA Swiss Advisors
$481K +$481K +4,866 New
CPCM
1379
Cardinal Point Capital Management
Ontario, Canada
$480K +$480K +4,853 New
MF
1380
Manuka Financial
Virginia
$479K -$85.7K -866 -15%
CD
1381
Chapin Davis
Maryland
$479K +$16.7K +169 +4%
PWA
1382
Primoris Wealth Advisors
Florida
$479K +$479K +4,840 New
AP
1383
Americana Partners
Texas
$476K -$188K -1,904 -28%
MW
1384
MBL Wealth
North Carolina
$471K -$222K -2,240 -32%
ACA
1385
Anchor Capital Advisors
Massachusetts
$470K – – –
PWM
1386
Power Wealth Management
Georgia
$466K -$27.9K -282 -6%
MAM
1387
Milestone Asset Management
Pennsylvania
$465K +$465K +4,700 New
WAM
1388
WNY Asset Management
New York
$463K -$102K -1,035 -18%
HHGA
1389
Halbert Hargrove Global Advisors
California
$462K – – –
DW30
1390
Drucker Wealth 3.0
New Jersey
$462K -$398K -4,025 -46%
SCG
1391
Sonata Capital Group
Washington
$462K +$5.14K +52 +1%
LA
1392
Latitude Advisors
Florida
$462K -$72.5K -733 -14%
WIM
1393
WealthPlan Investment Management
Nebraska
$461K -$10.1K -102 -2%
FNT
1394
First National Trust
Pennsylvania
$458K -$16.5K -167 -3%
MHR
1395
Matthew Hamilton Rosenberg
$458K +$16.6K +168 +4%
BWM
1396
Brown Wealth Management
Illinois
$458K +$25.8K +261 +6%
CA
1397
Crewe Advisors
Utah
$457K – – –
BCMLT
1398
Beacon Capital Management LLC (Tennessee)
Tennessee
$457K +$12.6K +127 +3%
ALA
1399
Atlas Legacy Advisors
California
$456K – – –
JWBC
1400
John W. Brooker & Co
California
$455K -$224K -2,262 -33%
54 55
56
57 58