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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 %
TF
1826
Tompkins Financial
New York
$20.2K -$416K -4,204 -95%
IRC
1827
Investors Research Corp
Georgia
$20.1K +$8.71K +88 +77%
MSG
1828
Main Street Group
Virginia
$19.8K – – –
FCMT
1829
Founders Capital Management (Texas)
Texas
$19.8K – – –
WA
1830
Whipplewood Advisors
Colorado
$19.7K +$19.7K +38 New
TSMHT
1831
Thurston Springer Miller Herd & Titak
Indiana
$19.3K – – –
KTC
1832
Kentucky Trust Company
Kentucky
$19.2K – – –
FP
1833
Financial Perspectives
Minnesota
$18.8K – – –
PAG
1834
Paladin Advisory Group
Iowa
$18.7K -$43.3K -438 -70%
MFT
1835
Moisand Fitzgerald Tamayo
Florida
$18.4K -$28K -283 -60%
IWMA
1836
Ironwood Wealth Management (Arizona)
Arizona
$18K +$1.48K +15 +9%
FGAM
1837
Financial Gravity Asset Management
Texas
$17.5K +$17.5K +177 New
AWM
1838
Activest Wealth Management
Florida
$17.3K – – –
LWA
1839
Lowe Wealth Advisors
Maryland
$15.7K -$92.9K -942 -86%
PMFA
1840
Plante Moran Financial Advisors
Michigan
$15.2K +$15.2K +154 New
BC
1841
Barrett & Company
Rhode Island
$15.1K – – –
HIA
1842
HFM Investment Advisors
New Jersey
$15.1K +$15.1K +153 New
HC
1843
Hurley Capital
New York
$14.6K +$14.6K +148 New
M
1844
MOTCO
Texas
$14.2K – – –
TLA
1845
Tanglewood Legacy Advisors
Texas
$14.2K -$3.26K -33 -19%
SFG
1846
Stonebridge Financial Group
Pennsylvania
$14.1K -$29.9K -302 -68%
CAWM
1847
Capital A Wealth Management
Pennsylvania
$14K -$5.84K -59 -29%
SCM
1848
Sterling Capital Management
North Carolina
$13.9K – – –
CFO
1849
Colony Family Offices
North Carolina
$13.4K – – –
VBA
1850
von Borstel & Associates
Oregon
$13K +$13K +132 New
72 73
74
75 76