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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 %
CCAL
1426
City Center Advisors LLC
Michigan
$417K +$63.9K +646 +18%
PGF
1427
Plan Group Financial
Oklahoma
$416K +$25.1K +254 +6%
TWM
1428
Topsail Wealth Management
North Carolina
$415K +$17.2K +174 +4%
GFG
1429
GR Financial Group
Arizona
$414K +$414K +4,188 New
SPA
1430
Sentinel Pension Advisors
Massachusetts
$411K +$82.2K +831 +25%
HWA
1431
Heritage Wealth Advisors
Virginia
$411K +$692 +7 +0.2%
LLWM
1432
Life Line Wealth Management
California
$408K +$2.57K +26 +0.6%
BWL
1433
Bogart Wealth LLC
Virginia
$407K – – –
TNB
1434
Thomasville National Bank
Georgia
$407K -$2.47K -25 -0.6%
BCG
1435
Bravias Capital Group
New Jersey
$406K +$692 +7 +0.2%
CPA
1436
Compass Planning Associates
Massachusetts
$406K +$24.5K +248 +6%
AAS
1437
Annex Advisory Services
Wisconsin
$405K -$643K -6,504 -61%
CWS
1438
Cypress Wealth Services
California
$405K -$34.1K -345 -8%
GPW
1439
Gray Private Wealth
Massachusetts
$405K -$1.19M -12,053 -75%
AW
1440
Alteri Wealth
California
$404K +$404K +4,084 New
W
1441
WealthCollab
Washington
$404K – – –
2L
1442
25 LLC
Missouri
$403K – – –
MCM
1443
M1 Capital Management
Michigan
$401K +$121K +1,225 +43%
HA
1444
Hanover Advisors
South Carolina
$401K +$2.28K +23 +0.6%
4A
1445
4Wealth Advisors
Illinois
$397K -$1.22M -12,349 -75%
SW
1446
SteelPeak Wealth
California
$397K -$7.5M -75,862 -95%
SXL
1447
Summit X LLC
Missouri
$396K -$15.5K -157 -4%
FRA
1448
Frank Rimerman Advisors
California
$395K – – –
IPW
1449
Impact Partnership Wealth
Georgia
$395K -$13.5K -136 -3%
AC
1450
Attessa Capital
Arizona
$394K +$43K +435 +12%
56 57
58
59 60