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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 %
HWM
1451
Hemington Wealth Management
Virginia
$393K -$37.5K -380 -9%
CC
1452
Courier Capital
New York
$393K -$49.5K -500 -11%
FWP
1453
Firethorn Wealth Partners
Georgia
$392K +$33.3K +337 +9%
GS
1454
GTS Securities
New York
$392K -$958K -9,681 -71%
TCOTS
1455
Trust Company of the South
North Carolina
$392K – – –
MFG
1456
Magnus Financial Group
New York
$390K +$122K +1,229 +45%
HCM
1457
Hengehold Capital Management
Ohio
$389K +$2.97K +30 +0.8%
BFA
1458
Beaumont Financial Advisors
Massachusetts
$389K +$13.9K +141 +4%
JIC
1459
Joel Isaacson & Co
New York
$386K +$77.8K +787 +25%
FF
1460
Farrow Financial
Vermont
$382K +$75.3K +761 +25%
SIS
1461
Strategic Investment Solutions
Illinois
$381K -$349K -3,527 -48%
TCM
1462
Traynor Capital Management
Pennsylvania
$380K -$2.28K -23 -0.6%
TWP
1463
Tempus Wealth Planning
California
$379K +$10.9K +110 +3%
SF
1464
Strategent Financial
Virginia
$378K +$115K +1,164 +44%
NA
1465
Note Advisors
New York
$376K -$117K -1,178 -24%
SIM
1466
SSI Investment Management
California
$374K -$2.37K -24 -0.6%
NA
1467
Novus Advisors
South Carolina
$374K – – –
IWM
1468
Iams Wealth Management
Nebraska
$373K +$373K +3,770 New
MW
1469
Members Wealth
Pennsylvania
$372K +$297 +3 +0.1%
FNB
1470
Farmers National Bank
Kentucky
$370K -$167K -1,689 -31%
TCG
1471
Transcendent Capital Group
Oklahoma
$370K -$14.2K -144 -4%
JFG
1472
Jefferies Financial Group
New York
$369K +$6.83K +69 +2%
APA
1473
Astoria Portfolio Advisors
New York
$369K +$369K +3,773 New
PBF
1474
Petix & Botte Financial
California
$368K +$198 +2 +0.1%
CCMI
1475
Creative Capital Management Investments
California
$368K – – –
57 58
59
60 61