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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 %
HBS
1576
Howard Bailey Securities
Indiana
$270K +$270K +2,732 New
PWMG
1577
Pinnacle Wealth Management Group
Michigan
$270K -$221K -2,236 -45%
MP
1578
Moment Partners
California
$267K +$267K +2,699 New
SPW
1579
Surience Private Wealth
Washington
$266K +$18.7K +189 +8%
CF
1580
Centaurus Financial
California
$266K -$264K -2,662 -50%
FFA
1581
Fragasso Financial Advisors
Pennsylvania
$266K -$113K -1,144 -30%
NIWA
1582
New Insight Wealth Advisors
California
$266K – – –
SBIA
1583
Sheaff Brock Investment Advisors
Indiana
$265K – – –
LWM
1584
Lakeridge Wealth Management
Ohio
$265K -$93.4K -944 -26%
BWM
1585
BNC Wealth Management
Oregon
$265K – – –
WWM
1586
Wolff Wiese Magana
California
$263K -$47.5K -480 -15%
SC
1587
Sykon Capital
New York
$263K -$83.8K -847 -24%
NFC
1588
Northstar Financial Companies
Pennsylvania
$263K +$1.19K +12 +0.5%
WFS
1589
WealthGarden F.S.
California
$261K +$34.1K +345 +15%
GWAG
1590
Garrett Wealth Advisory Group
Texas
$260K – – –
CC
1591
Cadinha & Co
Hawaii
$260K +$7.91K +80 +3%
BIG
1592
Brookwood Investment Group
Arizona
$260K +$260K +2,629 New
OBWP
1593
O'Brien Wealth Partners
Massachusetts
$260K – – –
MFC
1594
Morris Financial Concepts
South Carolina
$260K -$3.86K -39 -1%
ACS
1595
Archford Capital Strategies
Illinois
$259K -$42.6K -431 -14%
EWM
1596
Endowment Wealth Management
Wisconsin
$259K +$259K +2,615 New
FFA
1597
Founders Financial Alliance
North Carolina
$258K -$6.63K -67 -3%
HI
1598
Human Investing
Oregon
$258K +$258K +2,605 New
Allianz Asset Management
1599
Allianz Asset Management
Germany
$257K – – –
CCM
1600
Chilton Capital Management
Texas
$254K – – –
62 63
64
65 66