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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 %
BOPW
1476
Brandywine Oak Private Wealth
Pennsylvania
$367K +$137K +1,390 +60%
LCWP
1477
Legacy Capital Wealth Partners
Arkansas
$367K +$126K +1,275 +52%
FSA
1478
Financial Sense Advisors
California
$366K -$35.9K -363 -9%
WWM
1479
Wiser Wealth Management
Georgia
$366K +$366K +3,697 New
WAL
1480
W Advisors LLC
Tennessee
$366K +$6.53K +66 +2%
FMP
1481
Financial Management Professionals
Texas
$365K -$32K -323 -8%
DWM
1482
Defined Wealth Management
Oregon
$363K +$25.3K +256 +7%
S
1483
Sachetta
Massachusetts
$363K -$99 -1 -0%
CIR
1484
Clear Investment Research
Georgia
$363K -$396 -4 -0.1%
NG
1485
Northstar Group
New York
$359K +$359K +3,630 New
NSIM
1486
North Star Investment Management
Illinois
$358K +$1.68K +17 +0.5%
MCWA
1487
Meadow Creek Wealth Advisors
Georgia
$357K – – –
PJWM
1488
Philip James Wealth Mangement
Georgia
$356K -$19.1K -193 -5%
CAL
1489
Capital Advisors Ltd
Ohio
$356K -$13.3K -134 -4%
CPCP
1490
Cedar Point Capital Partners
Iowa
$353K +$40.2K +406 +13%
EFG
1491
Everhart Financial Group
Ohio
$352K +$352K +3,557 New
VWM
1492
Verus Wealth Management
Wisconsin
$349K -$4.95K -50 -1%
RCM
1493
Radnor Capital Management
Pennsylvania
$347K +$347K +3,504 New
NFA
1494
Northwest Financial Advisors
Virginia
$344K -$237K -2,395 -41%
CP
1495
Canopy Partners
Ohio
$341K -$55.4K -560 -14%
EDRH
1496
Edmond de Rothschild Holding
Switzerland
$341K -$6.43K -65 -2%
RBC
1497
Romano Brothers & Co
Illinois
$341K +$7.42K +75 +2%
WP
1498
Westmount Partners
California
$341K +$341K +3,444 New
WBC
1499
West Branch Capital
Massachusetts
$341K – – –
HCP
1500
Hardin Capital Partners
South Carolina
$340K -$5.04K -51 -1%
58 59
60
61 62