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 %
ACGA
1401
Atlanta Consulting Group Advisors
Georgia
$450K -$238K -2,411 -35%
WTFG
1402
Wood Tarver Financial Group
Idaho
$448K -$123K -1,244 -22%
SSC
1403
Syverson Strege & Co
Iowa
$447K -$62.6K -633 -12%
Vontobel Holding
1404
Vontobel Holding
Switzerland
$445K -$162K -1,634 -27%
ITC
1405
Inspire Trust Company
Nevada
$444K – – –
WJA
1406
Willis Johnson & Associates
Texas
$442K -$357K -3,605 -45%
TCM
1407
Twin Capital Management
Pennsylvania
$441K +$52.4K +530 +14%
ICM
1408
Intrepid Capital Management
Florida
$439K +$439K +4,442 New
BWM
1409
Bulltick Wealth Management
Florida
$437K – – –
CFGW
1410
Chancellor Financial Group WB
Pennsylvania
$436K -$7.22K -73 -2%
LA
1411
LexAurum Advisors
Kansas
$434K +$56.3K +569 +15%
BRM
1412
Boston Research & Management
Massachusetts
$432K +$4.06K +41 +0.9%
PSA
1413
Plum Street Advisors
Louisiana
$432K – – –
PAA
1414
Peregrine Asset Advisers
Oregon
$430K +$43.5K +440 +11%
GAB
1415
German American Bancorp
Indiana
$429K -$20.1K -203 -4%
VVP
1416
Venture Visionary Partners
Ohio
$426K -$20.8K -210 -5%
MFWP
1417
Mosaic Family Wealth Partners
Missouri
$425K +$1.98K +20 +0.5%
CG
1418
CFO4Life Group
Texas
$423K -$12.1K -122 -3%
TPWA
1419
Twin Peaks Wealth Advisors
California
$423K +$423K +4,322 New
CA
1420
Continuum Advisory
Idaho
$421K -$92.3K -933 -18%
HDIM
1421
Hanson & Doremus Investment Management
Vermont
$420K +$8.9K +90 +2%
CSA
1422
Cottage Street Advisors
Massachusetts
$420K +$2.28K +23 +0.5%
MCM
1423
MidAtlantic Capital Management
Virginia
$419K +$100K +1,012 +31%
YAL
1424
Your Advocates Ltd
Texas
$418K +$23.2K +235 +6%
MSAM
1425
Moloney Securities Asset Management
Missouri
$417K -$9.3K -94 -2%
55 56
57
58 59