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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$13.7B +$956M +9,678,339 +8%
Raymond James Financial
2
Raymond James Financial
Florida
$8.04B +$338M +3,421,606 +4%
Wells Fargo
3
Wells Fargo
California
$5.33B +$7.61M +76,936 +0.1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.8B -$307M -3,108,404 -6%
BlackRock
5
BlackRock
New York
$4.4B +$152M +1,540,703 +4%
Bank of America
6
Bank of America
North Carolina
$4.15B -$175M -1,770,993 -4%
US Bancorp
7
US Bancorp
Minnesota
$3.37B +$1.67M +16,871 +0%
Morgan Stanley
8
Morgan Stanley
New York
$3.11B -$119M -1,204,307 -4%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.59B +$272M +2,748,278 +12%
Betterment LLC
10
Betterment LLC
New York
$2.16B +$196M +1,983,074 +10%
Goldman Sachs
11
Goldman Sachs
New York
$2.09B +$254M +2,567,446 +14%
Northern Trust
12
Northern Trust
Illinois
$1.67B +$210M +2,120,169 +14%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$1.67B +$18.3M +184,893 +1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.5B +$85.4M +862,965 +6%
Ameriprise
15
Ameriprise
Minnesota
$1.47B -$424M -4,282,985 -22%
Mastercard Foundation Asset Management (MFAM)
16
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.37B +$1.37B +13,825,295 New
APSPRSPT
17
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.33B +$8.9M +89,932 +0.7%
JHU
18
Johns Hopkins University
Maryland
$1.31B -$89M -899,221 -6%
Creative Planning
19
Creative Planning
Kansas
$1.26B -$17.4M -175,395 -1%
AA
20
Acorns Advisers
California
$1.24B +$27.6M +278,699 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.14B +$110M +1,116,545 +11%
Charles Schwab
22
Charles Schwab
California
$1.03B -$71.7M -724,657 -6%
WI
23
WealthNavi Inc
Japan
$1.02B +$26.8M +271,055 +3%
UBS Group
24
UBS Group
Switzerland
$989M +$129M +1,306,292 +15%
LPL Financial
25
LPL Financial
California
$984M +$67M +677,193 +7%
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