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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 %
FGA
1551
Fortis Group Advisors
New Jersey
$288K +$7.32K +74 +3%
ABC
1552
Associated Banc-Corp
Wisconsin
$287K +$287K +2,897 New
EHC
1553
Everett Harris & Co
California
$286K – – –
SCM
1554
Spreng Capital Management
Ohio
$286K -$53.4K -540 -16%
GEA
1555
Glen Eagle Advisors
New Jersey
$285K -$1.19K -12 -0.4%
KWM
1556
Keebeck Wealth Management
Illinois
$284K +$32.1K +325 +13%
IWP
1557
Insight Wealth Partners
Texas
$284K -$188K -1,898 -40%
CWA
1558
Clearview Wealth Advisors
Oregon
$282K – – –
SF
1559
SWP Financial
California
$281K -$83.7K -846 -23%
LWM
1560
Lyell Wealth Management
California
$280K – – –
QP
1561
Quartz Partners
New York
$280K -$315K -3,189 -53%
SCA
1562
Stonebridge Capital Advisors
Minnesota
$279K -$251K -2,538 -47%
AG
1563
AmeriFlex Group
Nevada
$278K -$40.9K -413 -13%
CMP
1564
Courage Miller Partners
Virginia
$277K – – –
BMC
1565
Benin Management Corp
Connecticut
$276K – – –
SCA
1566
Scott Capital Advisors
Oregon
$276K +$2.08K +21 +0.8%
PFC
1567
Phocas Financial Corp
California
$276K – – –
UBG
1568
United Bank (Georgia)
Georgia
$276K -$47.4K -479 -15%
SIA
1569
Strategic Investment Advisors
Michigan
$274K +$274K +2,771 New
PWM
1570
Pines Wealth Management
North Carolina
$274K -$20K -205 -7%
PPWM
1571
PFG Private Wealth Management
Florida
$274K +$166K +1,683 +155%
TPW
1572
Talon Private Wealth
Florida
$273K -$52.8K -534 -16%
CFG
1573
Cooper Financial Group
California
$273K +$49.2K +497 +22%
CA
1574
Cornerstone Advisory
Maryland
$272K -$15.9K -162 -6%
ONST
1575
Old North State Trust
North Carolina
$271K – – –
61 62
63
64 65