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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, 836 increasing their positions, 718 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
836
Reduced
718
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 %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$75.6M -$8.62M -87,288 -10%
EW
127
Evoke Wealth
California
$75.6M -$7.55M -76,329 -9%
IGAM
128
iA Global Asset Management
Quebec, Canada
$75.2M +$53M +535,797 +239%
UCFA
129
United Capital Financial Advisors
Texas
$74.6M +$2.73M +27,604 +4%
JHCM
130
Juniper Hill Capital Management
California
$72.9M – – –
BCI
131
Brinker Capital Investments
Pennsylvania
$72.7M +$2.85M +28,800 +4%
OPS
132
Orion Portfolio Solutions
Nebraska
$72.7M +$2.85M +28,800 +4%
WSFS
133
Wilmington Savings Fund Society
Delaware
$72.2M +$30.8M +311,033 +74%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$71.3M +$17M +171,677 +31%
SHWM
135
Smith & Howard Wealth Management
Georgia
$70.6M +$10.2M +102,609 +17%
BCM
136
Brookstone Capital Management
Illinois
$70.5M -$2.33M -23,589 -3%
PP
137
PDS Planning
Ohio
$69.3M +$1.35M +13,597 +2%
Franklin Resources
138
Franklin Resources
California
$68.3M -$17.8K -180 -0%
AssetMark Inc
139
AssetMark Inc
California
$67.2M -$35.5M -358,471 -35%
CST
140
Charles Schwab Trust
Nevada
$66.4M -$3.17M -32,034 -5%
PFA
141
Professional Financial Advisors
Nebraska
$66.2M +$409K +4,138 +0.6%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$66.1M +$2.43M +24,564 +4%
FCH
143
Freestone Capital Holdings
Washington
$66M +$3.06M +30,890 +5%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$65.6M -$3.14M -31,783 -5%
NRI
145
NFP Retirement Inc
California
$65.6M +$3.2M +32,396 +5%
SCP
146
Stamos Capital Partners
California
$65.1M +$4.28M +43,273 +7%
Comerica Bank
147
Comerica Bank
Texas
$65.1M -$20M -202,163 -23%
FCAM
148
First Citizens Asset Management
North Carolina
$65M +$300K +3,032 +0.5%
AF
149
Affiance Financial
Minnesota
$64.5M +$7.49M +75,726 +13%
FFN
150
Focus Financial Network
Minnesota
$63.7M +$7.45M +75,323 +13%
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