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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 %
CIA
1701
Cape Investment Advisory
Georgia
$188K +$118K +1,191 +169%
FMTCOCP
1702
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$184K – – –
GTAM
1703
Global Trust Asset Management
Florida
$178K -$1.42M -14,363 -89%
CB
1704
CNB Bank
Pennsylvania
$178K – – –
DSC
1705
Duncker Streett & Co
Missouri
$177K +$13.2K +133 +8%
KFI
1706
Key Financial Inc
Pennsylvania
$176K +$2.08K +21 +1%
RMP
1707
Richards, Merrill & Peterson
Washington
$175K +$23.5K +238 +16%
MPCG
1708
Matrix Private Capital Group
New York
$170K -$1.88K -19 -1%
CSPIA
1709
Cary Street Partners Investment Advisory
Virginia
$169K +$25.6K +259 +18%
EB
1710
Eastern Bank
Massachusetts
$168K -$193K -1,949 -53%
RCA
1711
Runnymede Capital Advisors
Ohio
$165K – – –
BONH
1712
Bank of New Hampshire
New Hampshire
$164K +$119K +1,200 +264%
CPA
1713
Cardiff Park Advisors
California
$162K +$890 +9 +0.6%
SIM
1714
Synergy Investment Management
Florida
$160K – – –
VWWMG
1715
Vermillion & White Wealth Management Group
Pennsylvania
$158K +$146K +1,479 +1,264%
BHWM
1716
Beaird Harris Wealth Management
Texas
$156K -$1.29K -13 -0.8%
CA
1717
Centerpoint Advisors
Massachusetts
$153K +$1.97K +20 +1%
AGWCA
1718
Annis Gardner Whiting Capital Advisors
Florida
$151K +$1.98K +20 +1%
MAS
1719
MPWM Advisory Solutions
Georgia
$150K – – –
BSB
1720
Bangor Savings Bank
Maine
$148K – – –
CBT
1721
Crews Bank & Trust
Florida
$145K – – –
FF
1722
Friedenthal Financial
New Jersey
$142K +$13.4K +135 +10%
CSC
1723
Caldwell Sutter Capital
California
$141K -$4.75K -48 -3%
DI
1724
DAGCO Inc
Ohio
$141K +$141K +1,422 New
RI
1725
Ridgewood Investments
New Jersey
$139K -$1.58K -16 -1%
67 68
69
70 71