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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 %
WAM
1876
WFA Asset Management
Wisconsin
$4.73K +$4.73K +48 New
GWSA
1877
Global Wealth Strategies & Associates
Colorado
$4.46K -$1.49K -15 -25%
CMP
1878
Coston McIsaac & Partners
Maine
$4K – – –
MSWA
1879
Marshall & Sterling Wealth Advisors
New York
$3.86K +$3.86K +39 New
EWM
1880
EPG Wealth Management
Georgia
$3.78K – – –
HPC
1881
HM Payson & Co
Maine
$3.56K +$3.56K +36 New
CWM
1882
Compass Wealth Management
Connecticut
$3.17K +$3.17K +32 New
IHWM
1883
Iron Horse Wealth Management
Iowa
$3.13K +$2.83K +29 +967%
DPW
1884
DiNuzzo Private Wealth
Pennsylvania
$3.07K – – –
BWAM
1885
Boyd Watterson Asset Management
Ohio
$2.97K – – –
SC
1886
Solstein Capital
California
$2.87K – – –
CFS
1887
Compass Financial Services
Iowa
$2.79K – – –
1NWS
1888
1 North Wealth Services
Maryland
$2.77K +$2.77K +28 New
FRA
1889
Front Row Advisors
California
$2.67K – – –
NA
1890
Nordwand Advisors
Pennsylvania
$2.67K – – –
DWS
1891
Dynamic Wealth Strategies
California
$2.59K +$2.59K +26 New
DJSG
1892
D.J. St. Germain
Massachusetts
$2.47K – – –
TIM
1893
Tortoise Investment Management
New York
$2.15K +$684 +7 +47%
LB
1894
Legacy Bridge
Iowa
$1.98K +$1.48K +15 +300%
FUBT
1895
First United Bank & Trust
Maryland
$1.98K – – –
WA
1896
WPG Advisers
Maryland
$1.88K -$99 -1 -5%
MHIP
1897
Mountain Hill Investment Partners
New Jersey
$1.78K – – –
HWM
1898
HighMark Wealth Management
Minnesota
$1.69K – – –
PWMG
1899
Prestige Wealth Management Group
New Jersey
$1.39K – – –
NRC
1900
New Republic Capital
North Carolina
$1.19K – – –
74 75
76
77 78