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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 %
SFA
1776
Semmax Financial Advisors
North Carolina
$60.7K +$57.7K +590 +1,967%
KHC
1777
Koesten Hirschmann & Crabtree
Kansas
$60.3K +$20.3K +205 +51%
MFA
1778
McClarren Financial Advisors
Pennsylvania
$59K +$59K +98 New
TFA
1779
Toth Financial Advisory
Virginia
$59K -$63.8K -645 -52%
MAFA
1780
MJT & Associates Financial Advisory
Minnesota
$56.4K +$56.4K +570 New
HIA
1781
Harbor Investment Advisory
Maryland
$56.1K – – –
NWM
1782
Navigoe Wealth Management
California
$56K +$2.75K +28 +5%
BAM
1783
Byrne Asset Management
New Jersey
$52.5K +$52.5K +531 New
CW
1784
Curio Wealth
Maryland
$49.8K -$25.6M -513 -100%
ACA
1785
Atlas Capital Advisors
Wyoming
$49.5K +$19.8K +200 +67%
CWM
1786
CarsonAllaria Wealth Management
Illinois
$46.5K – – –
GGI
1787
Godsey & Gibb Inc
Virginia
$45.9K +$45.9K +464 New
FDW
1788
Fourth Dimension Wealth
Ohio
$44.8K -$13.9K -141 -24%
Barclays
1789
Barclays
United Kingdom
$44K – – –
IWM
1790
IMG Wealth Management
Florida
$43.3K -$13.9K -141 -24%
GC
1791
Gould Capital
Washington
$42.4K – – –
SC
1792
Steph & Co
Wisconsin
$41.8K – – –
DFA
1793
DHJJ Financial Advisors
Illinois
$40.9K -$1.68K -17 -4%
AC
1794
AlphaCore Capital
California
$40.4K +$40.4K +408 New
RWM
1795
Ruedi Wealth Management
Illinois
$38.7K +$2.77K +28 +8%
CWM
1796
Copia Wealth Management
Oregon
$38.5K -$16.3K -165 -30%
C
1797
Covestor
United Kingdom
$38K +$11.5K +115 +43%
HBW
1798
Hazlett, Burt & Watson
West Virginia
$37K -$222K -2,252 -86%
MIM
1799
MTM Investment Management
South Carolina
$36.6K +$36.6K +370 New
LI
1800
LRI Investments
Florida
$34.2K – – –
70 71
72
73 74