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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 %
RBC
1801
Roble Belko & Company
Pennsylvania
$33K – – –
GP
1802
Greenline Partners
New York
$31.5K +$30.9K +19,227 +6,046%
CWM
1803
Consultiva Wealth Management
Puerto Rico
$31.4K – – –
JAM
1804
JCIC Asset Management
Ontario, Canada
$31.2K – – –
BMC
1805
Bear Mountain Capital
Washington
$31K -$4.46K -45 -13%
EWA
1806
Elevate Wealth Advisory
Georgia
$30.8K – – –
BOJHT
1807
Bank of Jackson Hole Trust
Wyoming
$30.3K -$5.56K -56 -16%
WWM
1808
Wagner Wealth Management
South Carolina
$30.2K – – –
PAIM
1809
Punch & Associates Investment Management
Minnesota
$29.7K -$30.2K -305 -50%
GWP
1810
Gen-Wealth Partners
Michigan
$29.3K +$198 +2 +0.7%
WAG
1811
Wiser Advisor Group
Arizona
$27.9K +$198 +2 +0.7%
WTA
1812
Washington Trust Advisors
Massachusetts
$26K -$5.04K -51 -16%
T
1813
Transce3nd
Texas
$25.9K -$28.4K -287 -52%
BCPWM
1814
Bradley & Co Private Wealth Management
Florida
$25.1K – – –
BFP
1815
Briaud Financial Planning
Texas
$25K +$25K +254 New
SA
1816
SRH Advisors
Kansas
$24.7K – – –
GFPC
1817
Global Financial Private Client
Florida
$24.4K – – –
AWM
1818
AllSquare Wealth Management
New York
$23.2K – – –
VWM
1819
Vermillion Wealth Management
Minnesota
$22.8K – – –
KWM
1820
Kiker Wealth Management
Georgia
$22.3K -$2.57K -26 -10%
FWM
1821
FSA Wealth Management
Massachusetts
$22.2K +$7.95K +76 +56%
SIC
1822
SJS Investment Consulting
Ohio
$21.1K – – –
MBFW
1823
Morton Brown Family Wealth
Pennsylvania
$20.7K +$20.7K +209 New
FFA
1824
Frazier Financial Advisors
Ohio
$20.4K -$35K -354 -63%
MMCM
1825
Murphy & Mullick Capital Management
New York
$20.3K +$99 +1 +0.5%
71 72
73
74 75