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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 %
CICI
1726
Capital Investment Counsel Inc
North Carolina
$138K +$138K +1,400 New
NP
1727
NorthRock Partners
Minnesota
$138K -$200K -2,021 -59%
PSFG
1728
Park Square Financial Group
Georgia
$133K – – –
EF
1729
Elite Financial
Idaho
$133K +$133K +1,350 New
CG
1730
Curat Global
New Hampshire
$133K +$133K +1,346 New
GWANC
1731
Guardian Wealth Advisors (North Carolina)
North Carolina
$132K -$27.6K -279 -17%
FPB
1732
First PREMIER Bank
South Dakota
$132K – – –
VWM
1733
Valley Wealth Managers
New Jersey
$130K – – –
RDFA
1734
Ritter Daniher Financial Advisory
Ohio
$128K – – –
CT
1735
Clearstead Trust
Maine
$126K +$7.52K +76 +6%
GJIA
1736
Glass Jacobson Investment Advisors
Maryland
$126K – – –
DWM
1737
Darwin Wealth Management
Florida
$120K – – –
NMG
1738
New Millennium Group
Utah
$120K +$66.7K +674 +126%
KSWA
1739
Kathleen S. Wright Associates
Pennsylvania
$117K +$17.8K +180 +18%
NEWAS
1740
N.E.W. Advisory Services
Wisconsin
$117K +$117K +1,180 New
BCV
1741
Banque Cantonale Vaudoise
Switzerland
$109K +$109K +1,100 New
TCPG
1742
Trivant Custom Portfolio Group
California
$109K -$3.07K -31 -3%
BFO
1743
Biltmore Family Office
North Carolina
$107K – – –
OL
1744
one8zero8 LLC
North Carolina
$104K +$2.67K +27 +3%
SWIM
1745
Smallwood Wealth Investment Management
New Jersey
$103K +$103K +1,038 New
CWM
1746
Cranbrook Wealth Management
Michigan
$102K – – –
BIM
1747
Breakwater Investment Management
Washington
$102K +$18.9K +191 +23%
ITIM
1748
Indiana Trust & Investment Management
Indiana
$99.8K – – –
MFC
1749
Mechanics Financial Corp
Ohio
$98.9K – – –
CFP
1750
Comprehensive Financial Planning
Pennsylvania
$98.1K -$12.8K -129 -12%
68 69
70
71 72