iShares Core US Aggregate Bond ETF
AGG
1,926 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 145 funds opening new positions, 849 increasing their positions, 727 reducing their positions, and 117 closing their positions.
975% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $995K
24% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 117
17% more repeat investments, than reductions
Existing positions increased: 849 | Existing positions reduced: 727
4% more funds holding in top 10
Funds holding in top 10: 364 → 380 (+16)
3% more capital invested
Capital invested by funds: $108B → $111B (+$3.11B)
0.81% more ownership
Funds ownership: 90.5% → 91.31% (+0.81%)
0% less funds holding
Funds holding: 1,935 → 1,926 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mastercard Foundation Asset Management (MFAM)
Toronto,
Ontario, Canada
|
+$1.35B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$946M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$475M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$334M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$269M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$419M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$304M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$266M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$215M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$173M |
AGG Hedge Fund Activity: Q1 2025 in Review
1,926 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2025, worth a combined $111B — up 2.9% from $108B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new AGG positions and 117 closed out — a net gain of 28 holders — while 849 added to existing stakes and 727 trimmed.
The largest buyer was Mastercard Foundation Asset Management (MFAM), opening a new position worth an estimated $1.35B. The largest seller was Ameriprise, cutting an estimated $419M.
- 1,926 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2025, down from 1,935 in Q4 2024.
- Funds reported $111B of iShares Core US Aggregate Bond ETF stock for Q1 2025, up 2.9% quarter-over-quarter.
- 145 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2025 and 117 closed out, a net change of +28 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2025 was Mastercard Foundation Asset Management (MFAM), an estimated $1.35B added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2025 was Ameriprise, an estimated $419M sold.
Based on aggregated 13F filings for Q1 2025.