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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 %
PPC
1751
Park Place Capital
Alabama
$97.4K -$33.1K -335 -25%
OFG
1752
Oxford Financial Group
Indiana
$97K -$191K -1,934 -66%
RS
1753
Rakuten Securities
Japan
$92.9K -$18.6K -188 -17%
AIC
1754
Archer Investment Corporation
Indiana
$92.7K +$99 +1 +0.1%
AEPWM
1755
Atlantic Edge Private Wealth Management
Florida
$90.9K -$42.6K -430 -32%
GFL
1756
Granite FO LLC
New Hampshire
$89.1K +$495 +5 +0.6%
MEG
1757
Millstone Evans Group
Colorado
$88.5K -$3.37K -34 -4%
WAS
1758
Winch Advisory Services
Wisconsin
$85.5K – – –
AIM
1759
Anchor Investment Management
South Carolina
$84.6K – – –
TCOV
1760
Trust Company of Vermont
Vermont
$83.7K +$791 +8 +1%
PK
1761
Pflug Koory
Nebraska
$83.5K +$396 +4 +0.5%
TCM
1762
Tradewinds Capital Management
Washington
$79.6K -$1.14M -11,544 -93%
JFA
1763
JNBA Financial Advisors
Minnesota
$78.7K -$71.4K -722 -48%
PP
1764
Pacifica Partners
Canada
$74.7K -$48.8K -491 -40%
BLC
1765
Brown, Lisle/Cummings
Rhode Island
$74.2K – – –
ADL
1766
Asset Dedication LLC
California
$71.4K +$45.8K +463 +179%
KGP
1767
Keystone Global Partners
Colorado
$71.3K +$71.3K +720 New
ETS
1768
ESL Trust Services
New York
$71.2K -$67.3K -680 -49%
CHC
1769
City Holding Co
West Virginia
$70.3K +$1.19K +12 +2%
RAM
1770
Riggs Asset Management
Pennsylvania
$69.1K – – –
PA
1771
PSI Advisors
Florida
$67.2K -$53.4K -540 -44%
CPG
1772
Cornerstone Planning Group
New Jersey
$67.1K +$11.1K +114 +20%
CNBTD
1773
Citizens National Bank Trust Department
Mississippi
$66.6K +$36.9K +373 +124%
PFBT
1774
Parkside Financial Bank & Trust
Missouri
$65.6K +$791 +8 +1%
CWP
1775
Concord Wealth Partners
Virginia
$62.7K -$7.72K -78 -11%
69 70
71
72 73