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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 %
GIM
1901
GE Investment Management
Connecticut
$989 – – –
AWM
1902
Angeles Wealth Management
California
$890 +$890 +9 New
NWMP
1903
Noble Wealth Management PBC
Colorado
$791 -$2.18K -22 -73%
PWM
1904
Parkworth Wealth Management
California
$223 – – –
SHF
1905
Safe Harbor Fiduciary
Florida
$99 – – –
HI
1906
Hoey Investments
Pennsylvania
$77 – – –
Russell Investments Group
1907
Russell Investments Group
United Kingdom
$8 – – –
Macquarie Group
1908
Macquarie Group
Australia
– -$160M -1,651,369 Closed
SW
1909
SVB Wealth
Massachusetts
– -$98.9M -1,020,473 Closed
NL
1910
NEPC LLC
Massachusetts
– -$25.4M -262,471 Closed
CFGS
1911
Concourse Financial Group Securities
Alabama
– -$24M -247,097 Closed
ACP
1912
Aveo Capital Partners
Colorado
– -$21M -216,499 Closed
Renaissance Technologies
1913
Renaissance Technologies
New York
– -$16.9M -174,100 Closed
TGAM
1914
TBH Global Asset Management
Tennessee
– -$10.4M -106,964 Closed
Marshall Wace
1915
Marshall Wace
United Kingdom
– -$8.91M -92,000 Closed
AA
1916
AJ Advisors
Tennessee
– -$8.64M -89,140 Closed
WP
1917
WMS Partners
Maryland
– -$7.31M -75,397 Closed
WS
1918
Wela Strategies
Georgia
– -$473K -60,170 Closed
PB
1919
Prime Buchholz
New Hampshire
– -$5.8M -59,853 Closed
QC
1920
Quadrature Capital
United Kingdom
– -$5.43M -56,083 Closed
HF
1921
HRT Financial
New York
– -$4.12M -42,526 Closed
RHP
1922
Royal Harbor Partners
Texas
– -$4M -41,236 Closed
AIFS
1923
A&I Financial Services
Colorado
– -$2.44M -25,135 Closed
NWWA
1924
New Wave Wealth Advisors
Arkansas
– -$2.43M -25,089 Closed
HZ
1925
Hixon Zuercher
Ohio
– -$2.42M -24,962 Closed
75 76
77
78 79