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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 %
ARG
1976
Advisory Resource Group
Oklahoma
– -$248K -2,558 Closed
PL
1977
Plancorp LLC
Missouri
– -$245K -2,528 Closed
CIA
1978
Cascade Investment Advisors
Oregon
– -$242K -2,500 Closed
CFA
1979
CWS Financial Advisors
Michigan
– -$242K -2,493 Closed
BMWS
1980
Brady Martz Wealth Solutions
North Dakota
– -$238K -2,480 Closed
DFG
1981
Dynamic Financial Group
Iowa
– -$239K -2,464 Closed
WG
1982
Watchman Group
Texas
– -$237K -2,448 Closed
HG
1983
Harbor Group
New Hampshire
– -$237K -2,445 Closed
EP
1984
Edgestream Partners
New Jersey
– -$236K -2,432 Closed
CIA
1985
Cohen Investment Advisors
New Hampshire
– -$233K -2,400 Closed
EFS
1986
Essex Financial Services
Connecticut
– -$232K -2,394 Closed
NIM
1987
Nicollet Investment Management
Minnesota
– -$231K -2,388 Closed
SIA
1988
Spectrum Investment Advisors
Wisconsin
– -$221K -2,282 Closed
GCA
1989
Gallagher Capital Advisors
Texas
– -$220K -2,269 Closed
1WM
1990
1900 Wealth Management
Texas
– -$218K -2,247 Closed
MSA
1991
Marino Stram & Associates
Massachusetts
– -$216K -2,229 Closed
RMAM
1992
Raab & Moskowitz Asset Management
New Jersey
– -$216K -2,228 Closed
DWM
1993
Dopkins Wealth Management
New York
– -$215K -2,217 Closed
PPW
1994
Parcion Private Wealth
Washington
– -$212K -2,183 Closed
TMWM
1995
Taylor & Morgan Wealth Management
Michigan
– -$211K -2,179 Closed
CCA
1996
Cadent Capital Advisors
Oklahoma
– -$210K -2,172 Closed
KC
1997
Knuff & Co
California
– -$189K -1,950 Closed
FWA
1998
Flagship Wealth Advisors
Massachusetts
– -$162K -1,671 Closed
OSNBOA
1999
Old Second National Bank of Aurora
Illinois
– -$102K -1,051 Closed
MDCM
2000
Morgan Dempsey Capital Management
Wisconsin
– -$81.6K -842 Closed
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