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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 %
BPC
1651
Banque Pictet & Cie
Switzerland
$224K +$224K +2,261 New
HBT
1652
Hills Bank & Trust
Iowa
$222K +$22.8K +230 +11%
Wealthfront Advisers
1653
Wealthfront Advisers
California
$221K +$5.94K +60 +3%
HA
1654
Herold Advisors
New York
$220K +$1.39K +14 +0.6%
EFG
1655
Ehrlich Financial Group
California
$220K – – –
PWP
1656
Pursue Wealth Partners
California
$220K – – –
BO
1657
Bank OZK
Arkansas
$219K -$95.4K -964 -30%
3AM
1658
3EDGE Asset Management
Florida
$219K – – –
MTIC
1659
Missouri Trust & Investment Company
Missouri
$219K +$9K +91 +4%
RWA
1660
Redhawk Wealth Advisors
Minnesota
$218K -$518K -5,237 -70%
IWA
1661
Icon Wealth Advisors
Texas
$217K -$717K -7,254 -77%
KL
1662
KWMG LLC
Kansas
$216K +$216K +2,185 New
DWP
1663
Destiny Wealth Partners
Florida
$215K +$5.74K +58 +3%
SWM
1664
SilverOak Wealth Management
Minnesota
$215K +$215K +2,170 New
NG
1665
Novem Group
New York
$213K -$6.53K -66 -3%
KPP
1666
Kings Path Partners
Texas
$212K -$66.3K -670 -24%
KW
1667
KWB Wealth
California
$212K +$212K +2,187 New
HWP
1668
Heritage Wealth Partners
Ohio
$211K +$211K +2,131 New
TCWM
1669
Total Clarity Wealth Management
Illinois
$211K – – –
LPP
1670
Life Planning Partners
Florida
$210K -$21.2K -214 -9%
LSIA
1671
LaSalle St. Investment Advisors
Illinois
$209K +$209K +2,114 New
AWM
1672
Accredited Wealth Management
Kentucky
$208K – – –
PAM
1673
PCG Asset Management
New Jersey
$208K -$76.7K -775 -27%
BCM
1674
Boltwood Capital Management
California
$208K – – –
GCL
1675
Gouws Capital LLC
North Carolina
$208K +$208K +2,100 New
65 66
67
68 69