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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 %
DFG
1501
Delta Financial Group
New Jersey
$339K +$1.28K +13 +0.4%
WW
1502
Westshore Wealth
California
$338K +$198 +2 +0.1%
MGW
1503
MB Generational Wealth
Washington
$338K +$338K +3,417 New
WCWM
1504
Willow Creek Wealth Management
California
$334K – – –
ATC
1505
Argent Trust Co
Tennessee
$334K -$99 -1 -0%
CBA
1506
Coastal Bridge Advisors
Connecticut
$333K +$333K +3,362 New
HCP
1507
Hexagon Capital Partners
Arkansas
$332K -$396 -4 -0.1%
SWM
1508
Segment Wealth Management
Texas
$331K +$1.88K +19 +0.6%
SWA
1509
SOA Wealth Advisors
New York
$331K +$198 +2 +0.1%
FWMP
1510
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$329K +$297 +3 +0.1%
YDMI
1511
Y.D. More Investments
Israel
$328K +$193K +1,950 +142%
AF
1512
Abound Financial
California
$328K +$328K +3,316 New
NAS
1513
Nicolet Advisory Services
Wisconsin
$327K -$190K -1,951 -37%
ACA
1514
Affinity Capital Advisors
California
$324K -$141K -1,454 -30%
MC
1515
Middleton & Co
Massachusetts
$321K -$66.3K -670 -17%
GIM
1516
Goelzer Investment Management
Indiana
$321K – – –
WJWM
1517
Williams Jones Wealth Management
New York
$321K +$321K +3,247 New
WIA
1518
Wetzel Investment Advisors
Indiana
$321K -$42.1K -426 -12%
BWM
1519
Brickley Wealth Management
California
$320K +$17.2K +174 +6%
AP
1520
Adero Partners
California
$317K +$98.9K +1,000 +45%
PWM
1521
Parkshore Wealth Management
California
$316K +$99 +1 +0%
AFA
1522
American Financial Advisors
Georgia
$316K +$1.98K +20 +0.6%
SSW
1523
Stone Summit Wealth
Florida
$315K – – –
CGA
1524
Crescent Grove Advisors
Illinois
$313K -$9.5K -96 -3%
SDWMA
1525
Schneider Downs Wealth Management Advisors
Pennsylvania
$310K -$4.95K -50 -2%
59 60
61
62 63