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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 %
MWM
1526
Maripau Wealth Management
Indiana
$310K -$246K -2,492 -44%
SAS
1527
Stelac Advisory Services
New York
$310K – – –
WCG
1528
Weaver Consulting Group
California
$310K +$34K +344 +12%
HFA
1529
Hippocratic Financial Advisors
California
$309K -$25.8K -261 -8%
PA
1530
Promethium Advisors
Maryland
$308K -$53K -536 -15%
WFA
1531
Wade Financial Advisory
California
$305K -$67K -677 -18%
SC
1532
Stephenson & Company
California
$304K – – –
IBOK
1533
Independence Bank of Kentucky
Kentucky
$303K -$19K -192 -6%
PWP
1534
Perfromance Wealth Partners
Illinois
$302K -$23.4K -237 -7%
AGC
1535
Aspen Grove Capital
Colorado
$302K – – –
IFO
1536
Independent Family Office
New York
$300K – – –
VCM
1537
Vivaldi Capital Management
Illinois
$300K +$2.28K +23 +0.8%
TCM
1538
Towneley Capital Management
California
$299K -$30.6K -309 -9%
RA
1539
Rise Advisors
New York
$298K -$32.2K -325 -10%
SIA
1540
SkyView Investment Advisors
New Jersey
$298K – – –
DSA
1541
Droms Strauss Advisors
Missouri
$298K -$3.56K -36 -1%
GCM
1542
Gables Capital Management
Florida
$297K – – –
TC
1543
Tenret Company
Florida
$296K +$49K +495 +20%
CWA
1544
CJM Wealth Advisers
Virginia
$294K – – –
CIC
1545
Cutler Investment Counsel
Oregon
$294K -$11.2K -113 -4%
WPC
1546
Waters Parkerson & Co
Louisiana
$293K -$4.95K -50 -2%
OPA
1547
Old Port Advisors
Maine
$293K -$5.84K -59 -2%
FT
1548
Fiduciary Trust
Massachusetts
$293K – – –
HFP
1549
Holistic Financial Partners
Indiana
$291K -$9K -91 -3%
SCM
1550
Stordahl Capital Management
Colorado
$291K -$11.9K -120 -4%
60 61
62
63 64