AGG icon

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 %
CWC
1851
Carolinas Wealth Consulting
North Carolina
$11.4K – – –
LWMI
1852
Legacy Wealth Management (Idaho)
Idaho
$11.4K +$11.4K +115 New
CAM
1853
Clarity Asset Management
Iowa
$10.2K +$99 +1 +1%
AI
1854
Arvest Investments
Arkansas
$9.99K -$438K -4,425 -98%
SOW
1855
State of Wyoming
Wyoming
$9.89K – – –
BWM
1856
Bernard Wealth Management
Michigan
$9.89K +$9.89K +100 New
MCA
1857
Maryland Capital Advisors
Maryland
$9.7K – – –
OPTFSNA
1858
Old Point Trust & Financial Services N A
Virginia
$9.4K +$9.4K +95 New
Deutsche Bank
1859
Deutsche Bank
Germany
$8.8K -$141M -1,423,187 -100%
PFA
1860
Pillar Financial Advisors
Kentucky
$8.61K – – –
GI
1861
GAMMA Investing
California
$8.51K +$8.51K +86 New
LWANC
1862
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.11K -$5.94K -60 -42%
NRG
1863
Nemes Rush Group
Michigan
$8.07K +$98 +1 +1%
SL
1864
Salomon & Ludwin
Virginia
$7.82K – – –
LFA
1865
LGT Financial Advisors
Texas
$7.72K +$890 +9 +13%
PAI
1866
Pittenger & Anderson Inc
Nebraska
$6.93K – – –
NFSG
1867
Newbridge Financial Services Group
Florida
$6.29K -$27.1K -276 -81%
TAM
1868
Townsend Asset Management
North Carolina
$6.23K – – –
OIA
1869
Optimum Investment Advisors
Illinois
$5.94K – – –
VCM
1870
Versant Capital Management
Arizona
$5.84K – – –
GWS
1871
Glassman Wealth Services
Virginia
$5.34K +$3.07K +31 +135%
VNA
1872
Valley National Advisers
Pennsylvania
$5K – – –
HFS
1873
Hughes Financial Services
Virginia
$4.95K +$4.95K +50 New
NEAM
1874
New England Asset Management
Connecticut
$4.95K – – –
PA
1875
Pineridge Advisors
Missouri
$4.75K – – –
73 74
75
76 77