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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 %
TC
151
Trust Company
Kansas
$63.1M -$33.4M -337,965 -35%
KPWS
152
Kestra Private Wealth Services
Texas
$63.1M +$250K +2,526 +0.4%
BBA
153
BLB&B Advisors
Pennsylvania
$63.1M +$3.81M +38,523 +6%
SHGA
154
Sand Hill Global Advisors
California
$62.5M -$2.77M -28,049 -4%
CHP
155
Cable Hill Partners
Oregon
$62.5M +$5.3M +53,538 +9%
MCWS
156
McKinley Carter Wealth Services
West Virginia
$62.1M -$381K -3,851 -0.6%
EA
157
Efficient Advisors
Ohio
$60.3M -$1.19M -12,069 -2%
M&T Bank
158
M&T Bank
New York
$60.2M +$5.7M +57,639 +10%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$59.8M -$7.55M -76,281 -11%
BHWM
160
Bar Harbor Wealth Management
New Hampshire
$59M +$2.21M +22,328 +4%
JWA
161
JFS Wealth Advisors
Pennsylvania
$58M +$2.24M +22,660 +4%
1CP
162
1607 Capital Partners
Virginia
$57.7M +$9.9M +100,130 +21%
SGI
163
Summit Global Investments
Utah
$57.2M +$4.09M +41,300 +8%
PAS
164
Park Avenue Securities
New York
$55.1M -$1.78M -17,952 -3%
BB
165
Bell Bank
North Dakota
$54.5M +$3.45M +34,872 +7%
RhumbLine Advisers
166
RhumbLine Advisers
Massachusetts
$54M +$7.1M +71,734 +15%
Lido Advisors
167
Lido Advisors
California
$54M -$4.57M -46,150 -8%
BFG
168
Bouchey Financial Group
New York
$53.9M +$1.7M +17,179 +3%
WANY
169
Wealthspire Advisors (New York)
New York
$52.5M +$25.6M +258,782 +95%
AFC
170
Adaptive Financial Consulting
Ohio
$52.3M +$28.7K +290 +0.1%
SB
171
Sunflower Bank
Texas
$51.5M +$698K +7,054 +1%
FCBT
172
First Citizens Bank & Trust
North Carolina
$51.1M +$1.61M +335,578 +3%
LS
173
Liquid Strategies
Georgia
$50.7M -$1.52M -15,400 -3%
EIG
174
Ellenbecker Investment Group
Wisconsin
$50.7M +$8.97M +90,682 +22%
ANB
175
Amarillo National Bank
Texas
$50.5M -$969K -9,791 -2%
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