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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 %
QC
2001
Quent Capital
New York
– -$78.5K -810 Closed
HCA
2002
Heck Capital Advisors
Wisconsin
– -$61K -629 Closed
EBA
2003
Eagle Bay Advisors
New York
– -$61K -629 Closed
FFO
2004
Fortitude Family Office
Arizona
– -$54.8K -566 Closed
VC
2005
Vestor Capital
Illinois
– -$54K -560 Closed
AIA
2006
Angeles Investment Advisors
California
– -$53.7K -554 Closed
CJ
2007
Caitlin John
Michigan
– -$52.3K -540 Closed
PIS
2008
POM Investment Strategies
North Carolina
– -$44.8K -462 Closed
KB
2009
Kimelman & Baird
New York
– -$36.3K -375 Closed
VWM
2010
Venturi Wealth Management
Texas
– -$30.5K -315 Closed
KA
2011
Kozak & Associates
Colorado
– -$25.9K -268 Closed
HFS
2012
Hopwood Financial Services
Virginia
– -$21.9K -226 Closed
IF
2013
Integrity Financial
Wyoming
– -$19.4K -200 Closed
POIA
2014
Pin Oak Investment Advisors
Texas
– -$16K -158 Closed
MFG
2015
Menard Financial Group
Texas
– -$6.3K -65 Closed
HFM
2016
Hartford Financial Management
Connecticut
– -$5.23K -54 Closed
BBHC
2017
Brown Brothers Harriman & Co
New York
– -$4.46K -46 Closed
FC
2018
Fairscale Capital
New Hampshire
– -$3.1K -32 Closed
AFM
2019
Aspetuck Financial Management
Connecticut
– -$2.91K -30 Closed
JFG
2020
JDM Financial Group
Texas
– -$2.42K -25 Closed
PWA
2021
Principia Wealth Advisory
Texas
– -$969 -10 Closed
RCM
2022
Raleigh Capital Management
North Carolina
– -$678 -7 Closed
LOIP
2023
Live Oak Investment Partners
Texas
– -$59.6K – –
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