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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 %
NIM
201
NEOS Investment Management
Connecticut
$40.9M +$8.82M +89,441 +27%
BWS
202
Buck Wealth Strategies
Colorado
$40.7M +$23.1M +233,274 +131%
FSC
203
Full Sail Capital
Oklahoma
$40.4M +$397K +4,010 +1%
GP
204
Gridiron Partners
Pennsylvania
$40.2M – – –
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$40.2M +$306K +3,136 +0.8%
DFC
206
DB Fitzpatrick & Co
Idaho
$39.9M +$2.24M +22,661 +6%
PAG
207
Private Advisor Group
New Jersey
$39.7M -$3.05M -30,883 -7%
TPCW
208
TD Private Client Wealth
New York
$39.7M +$2.21M +22,383 +6%
PCG
209
Prosperity Consulting Group
Maryland
$39.3M -$4.73M -47,855 -11%
LFS
210
Legacy Financial Strategies
Kansas
$39.3M +$379K +3,833 +1%
EH
211
Equitable Holdings
New York
$39.2M -$3.3M -33,312 -8%
TWA
212
Tandem Wealth Advisors
Arizona
$39.1M +$116K +1,174 +0.3%
TCM
213
Twele Capital Management
Minnesota
$39.1M -$1.1M -11,111 -3%
AIA
214
Arbor Investment Advisors
North Carolina
$39.1M +$10.7M +107,990 +38%
SPP
215
Single Point Partners
Massachusetts
$38.7M +$509K +5,325 +1%
AWM
216
Abound Wealth Management
Tennessee
$38.5M +$2.3M +23,289 +6%
FWC
217
First Washington Corp
Washington
$38M +$5.88M +59,448 +18%
AFAS
218
Acorn Financial Advisory Services
Virginia
$37.8M -$1.19M -12,073 -3%
FBFS
219
First Business Financial Services
Wisconsin
$37.6M -$3.65M -36,856 -9%
FPCP
220
Fort Point Capital Partners
California
$37.4M +$2.38M +24,089 +7%
RSWM
221
Robertson Stephens Wealth Management
California
$37.4M +$355K +3,586 +1%
PWM
222
Prentice Wealth Management
New York
$37.4M -$6.91M -69,879 -16%
FBB
223
Fulton Breakefield Broenniman
Maryland
$37.3M +$4.06M +41,028 +12%
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$37.2M +$4.18M +42,230 +13%
AG
225
Ascent Group
Virginia
$37.2M +$17.3M +174,415 +87%
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