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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 %
WA
1626
WealthTrust Axiom
Pennsylvania
$240K -$4.16K -42 -2%
FAN
1627
Financial Advisors Network
California
$239K +$1.88K +19 +0.8%
MA
1628
Mosaic Advisors
Texas
$239K -$1.61M -16,299 -87%
NA
1629
Nottingham Advisors
New York
$238K – – –
FW
1630
FullCircle Wealth
Texas
$237K -$273K -2,758 -53%
WWP
1631
Wise Wealth Partners
Arizona
$236K +$236K +2,385 New
LOPW
1632
Live Oak Private Wealth
North Carolina
$236K – – –
CAM
1633
Concorde Asset Management
Michigan
$233K -$15.9K -162 -6%
AFA
1634
AllGen Financial Advisors
Florida
$233K -$890 -9 -0.4%
MCA
1635
Midwest Capital Advisors
Michigan
$232K -$126K -1,272 -35%
AIA
1636
AssuredPartners Investment Advisors
Florida
$232K -$68.2K -689 -23%
PWM
1637
Palacios Wealth Management
Florida
$231K – – –
AIM
1638
Advyzon Investment Management
Illinois
$231K +$231K +2,335 New
EP
1639
Essential Planning
New Hampshire
$231K -$14M -141,194 -98%
ACM
1640
Absolute Capital Management
Pennsylvania
$231K +$16K +162 +7%
CAC
1641
Certified Advisory Corp
Florida
$229K -$23.2K -235 -9%
SWP
1642
Semus Wealth Partners
Florida
$229K -$5.84K -59 -2%
SOAG
1643
Silver Oak Advisory Group
Oregon
$229K – – –
NWM
1644
Navigation Wealth Management
Colorado
$229K +$229K +2,310 New
PWMG
1645
Pioneer Wealth Management Group
Texas
$228K +$228K +2,309 New
PMA
1646
Prudent Man Advisors
Illinois
$227K – – –
MA
1647
MONECO Advisors
Connecticut
$227K -$101K -1,026 -31%
FDCDDQ
1648
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K +$11.1K +112 +5%
RIL
1649
Rothschild Investment LLC
Illinois
$225K +$99 +1 +0%
AIA
1650
Allied Investment Advisors
Montana
$224K -$8.01K -81 -3%
64 65
66
67 68