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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 %
RWB
1676
RMR Wealth Builders
New Jersey
$208K +$208K +2,098 New
MG
1677
McHugh Group
Ohio
$207K – – –
Loomis, Sayles & Company
1678
Loomis, Sayles & Company
Massachusetts
$206K -$63.7K -643 -24%
AP
1679
Appleton Partners
Massachusetts
$206K +$206K +2,085 New
PCMF
1680
Private Capital Management (Florida)
Florida
$205K -$1.1M -11,166 -84%
TCOT
1681
Trust Company of Toledo
Ohio
$205K -$58.2K -588 -22%
CCG
1682
Coastwise Capital Group
California
$205K -$278K -2,813 -58%
AFO
1683
Allie Family Office
Florida
$205K +$205K +2,098 New
WDL
1684
Well Done LLC
Michigan
$204K -$66K -681 -24%
PHIC
1685
Pine Haven Investment Counsel
Massachusetts
$204K +$204K +2,065 New
VPWA
1686
Vestia Personal Wealth Advisors
Indiana
$204K -$42.8K -433 -17%
RT
1687
Rockland Trust
Massachusetts
$204K -$254K -2,564 -55%
HCA
1688
Harbour Capital Advisors
Virginia
$203K +$203K +2,045 New
PWM
1689
Partners Wealth Management
California
$202K +$202K +2,047 New
FWP
1690
Falcon Wealth Planning
California
$202K +$202K +2,046 New
FS
1691
Financial Symmetry
North Carolina
$202K +$202K +2,045 New
EWM
1692
Evercore Wealth Management
New York
$202K +$202K +2,045 New
HIIFS
1693
Harel Insurance Investments & Financial Services
Israel
$202K +$102K +1,029 +101%
DAM
1694
Delta Asset Management
Tennessee
$202K -$13.4K -135 -6%
MKA
1695
M. Kulyk & Associates
Georgia
$202K +$202K +2,038 New
WCP
1696
Wick Capital Partners
Pennsylvania
$201K +$201K +2,036 New
WIC
1697
Woodmont Investment Counsel
Tennessee
$200K +$200K +2,026 New
BFWM
1698
Bright Futures Wealth Management
New York
$200K +$200K +2,060 New
FIM
1699
FWL Investment Management
Texas
$199K -$989 -10 -0.5%
FFC
1700
First Financial Corp
Indiana
$188K – – –
66 67
68
69 70