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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 %
SSIM
1926
Sheets Smith Investment Management
Texas
– -$2.37M -24,469 Closed
LC
1927
Lindbrook Capital
California
– -$2.34M -24,154 Closed
HT
1928
Headlands Technologies
Illinois
– -$1.65M -17,031 Closed
SF
1929
Symphony Financial
Texas
– -$1.63M -16,751 Closed
CC
1930
Chicago Capital
Illinois
– -$1.55M -16,036 Closed
PPWP
1931
Proquility Private Wealth Partners
Nevada
– -$1.27M -13,133 Closed
CAM
1932
Clark Asset Management
New Hampshire
– -$1.04M -10,758 Closed
CP
1933
Castleview Partners
Texas
– -$798K -8,236 Closed
BIP
1934
Blueprint Investment Partners
North Carolina
– -$718K -7,412 Closed
LIG
1935
Lokken Investment Group
Delaware
– -$681K -7,024 Closed
SC
1936
Scratch Capital
Idaho
– -$663K -6,842 Closed
TWM
1937
Thrive Wealth Management
Pennsylvania
– -$644K -6,644 Closed
BWP
1938
BSW Wealth Partners
Colorado
– -$619K -6,386 Closed
PPA
1939
Pacific Point Advisors
California
– -$593K -6,088 Closed
AT
1940
American Trust
Kentucky
– -$585K -6,041 Closed
FFWA
1941
FRG Family Wealth Advisors
Washington
– -$561K -5,785 Closed
4WM
1942
49 Wealth Management
Texas
– -$548K -5,655 Closed
KIM
1943
Kestra Investment Management
Texas
– -$540K -5,569 Closed
AA
1944
Atmos Advisory
Pennsylvania
– -$530K -5,474 Closed
JCM
1945
Janney Capital Management
Pennsylvania
– -$506K -5,225 Closed
AA
1946
ACT Advisors
North Carolina
– -$497K -5,124 Closed
IAS
1947
IMA Advisory Services
Colorado
– -$492K -5,074 Closed
CIM
1948
Confluence Investment Management
Missouri
– -$484K -4,990 Closed
LWL
1949
Leo Wealth LLC
Texas
– -$466K -4,811 Closed
WF
1950
WinCap Financial
Massachusetts
– -$423K -4,366 Closed
76 77
78
79 80