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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 %
HFS
176
Hantz Financial Services
Michigan
$49.7M +$7.08M +71,575 +17%
NYLIM
177
New York Life Investment Management
New York
$49M -$334K -3,379 -0.7%
BC
178
Bricktown Capital
Michigan
$48.9M +$8.91M +90,040 +22%
ZBNA
179
Zions Bancorporation, National Association
Utah
$48.6M +$48.6M +490,942 New
CWG
180
Cornerstone Wealth Group
North Carolina
$48.3M -$19.7M -199,645 -29%
MWM
181
Mascoma Wealth Management
New Hampshire
$47M +$3.1M +31,299 +7%
PEGL
182
P/E Global LLC
Massachusetts
$46.9M +$1.07M +10,823 +2%
GWM
183
GoalFusion Wealth Management
Texas
$46.9M +$2.2M +22,213 +5%
BWCS
184
Beirne Wealth Consulting Services
Connecticut
$45.7M +$479K +4,842 +1%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$45.6M -$386K -3,900 -0.8%
Victory Capital Management
186
Victory Capital Management
Texas
$44.3M -$27.9M -282,217 -39%
CCM
187
Chaney Capital Management
Washington
$44.1M +$18.1M +183,381 +70%
FHA
188
First Horizon Advisors
Tennessee
$43.9M -$9.45M -95,568 -18%
CFB
189
Cullen/Frost Bankers
Texas
$43.5M -$786K -7,943 -2%
WFS
190
Walker Financial Services
Kentucky
$42.8M +$4.68M +47,299 +12%
MWM
191
MTC Wealth Management
Florida
$42.7M -$1.65M -16,671 -4%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$42.4M +$425K +4,298 +1%
Boston Partners
193
Boston Partners
Massachusetts
$42.3M -$41.6M – –
VCM
194
Verger Capital Management
North Carolina
$42.2M +$4.54M +45,890 +12%
VC
195
Vicus Capital
Pennsylvania
$41.3M -$253K -2,559 -0.6%
JSL
196
JT Stratford LLC
Georgia
$41.3M -$5.83M -58,944 -12%
AF
197
Allworth Financial
California
$41.3M +$3.89M +39,555 +10%
MG
198
Mather Group
Illinois
$41.1M +$4.77M +48,247 +13%
KP
199
Keel Point
Alabama
$41M +$1.82M +18,437 +5%
BA
200
Bristlecone Advisors
Washington
$41M +$903K +9,129 +2%
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