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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 %
TFM
1951
TFC Financial Management
Massachusetts
– -$422K -4,350 Closed
CF
1952
Convergence Financial
Missouri
– -$418K -4,312 Closed
FWA
1953
FSC Wealth Advisors
New York
– -$383K -3,957 Closed
HWP
1954
Hibernia Wealth Partners
Louisiana
– -$369K -3,812 Closed
OA
1955
Oxbow Advisors
Texas
– -$364K -3,755 Closed
ClearBridge Investments
1956
ClearBridge Investments
New York
– -$362K -3,740 Closed
PA
1957
Paragon Advisors
Texas
– -$342K -3,526 Closed
AWP
1958
Abacus Wealth Partners
California
– -$329K -3,392 Closed
TIAM2
1959
Tru Independence Asset Management 2
Oregon
– -$324K -3,343 Closed
OWA
1960
Opal Wealth Advisors
New York
– -$321K -3,315 Closed
RPWA
1961
Regent Peak Wealth Advisors
Georgia
– -$304K -3,138 Closed
HFS
1962
Hoge Financial Services
Pennsylvania
– -$295K -3,045 Closed
PCM
1963
Parsons Capital Management
Rhode Island
– -$285K -2,937 Closed
BW
1964
BostonPremier Wealth
Massachusetts
– -$284K -2,933 Closed
BCM
1965
BluePointe Capital Management
California
– -$282K -2,906 Closed
GWM
1966
GDS Wealth Management
Texas
– -$279K -2,880 Closed
LC
1967
Lavaca Capital
Texas
– -$270K -2,791 Closed
TA
1968
TrueWealth Advisors
Alabama
– -$263K -2,718 Closed
FH
1969
Financial Harvest
Florida
– -$262K -2,706 Closed
AC
1970
Avestar Capital
New York
– -$262K -2,700 Closed
NCM
1971
Noesis Capital Mangement
Florida
– -$255K -2,627 Closed
STFP
1972
Signal Tree Financial Partners
Ohio
– -$254K -2,618 Closed
LWM
1973
Liberty Wealth Management
California
– -$251K -2,595 Closed
I
1974
INVST
Indiana
– -$251K -2,588 Closed
CC
1975
Commons Capital
Massachusetts
– -$248K -2,559 Closed
77 78
79
80 81