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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 %
BBA
1601
Braun-Bostich & Associates
Pennsylvania
$254K +$3.07K +31 +1%
HWA
1602
HHM Wealth Advisors
Tennessee
$253K -$188K -1,899 -43%
RFP
1603
Root Financial Partners
California
$252K +$252K +2,551 New
FSA
1604
Fort Sheridan Advisors
Illinois
$252K – – –
WLIM
1605
White Lighthouse Investment Management
Massachusetts
$252K – – –
WAOTB
1606
Wealth Advisors of Tampa Bay
Florida
$251K +$13.7K +138 +6%
ACM
1607
Advance Capital Management
Michigan
$250K -$179K -1,805 -42%
KCM
1608
Kanawha Capital Management
Virginia
$250K – – –
ESB
1609
Essex Savings Bank
Connecticut
$250K +$24K +243 +11%
ZIG
1610
Zullo Investment Group
Pennsylvania
$250K -$11.2K -113 -4%
CTC
1611
Central Trust Company
Missouri
$249K -$8.01K -81 -3%
KV
1612
Kickstand Ventures
New York
$249K – – –
AWAG
1613
ARS Wealth Advisors Group
Florida
$248K -$10.8K -109 -4%
CPW
1614
Catalyst Private Wealth
California
$248K – – –
LODC
1615
Lanham O'Dell & Company
West Virginia
$247K – – –
LA
1616
LPF Advisors
Florida
$247K – – –
EWM
1617
Evermay Wealth Management
Virginia
$245K -$1.48M -14,927 -86%
ME
1618
McIlrath & Eck
Washington
$245K – – –
PAMG
1619
Patton Albertson Miller Group
Tennessee
$245K -$152K -1,534 -38%
OC
1620
Oakworth Capital
Alabama
$243K -$132K -1,332 -35%
JGCM
1621
Joseph Group Capital Management
Ohio
$243K +$40.5K +409 +20%
FWA
1622
FSM Wealth Advisors
Ohio
$241K -$36.8K -372 -13%
C1AG
1623
Client 1st Advisory Group
Florida
$240K -$464K -4,691 -66%
WWA
1624
Wealth Watch Advisors
Colorado
$240K +$240K +2,426 New
SO
1625
Sierra Ocean
California
$240K +$1.48K +15 +0.6%
63 64
65
66 67