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iShares Core US Aggregate Bond ETF

1,903 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 846 increasing their positions, 739 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $12.9M

14% more repeat investments, than reductions

Existing positions increased: 846 | Existing positions reduced: 739

11% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 110

6% more capital invested

Capital invested by funds: $111B → $117B (+$6.55B)

1.85% more ownership

Funds ownership: 91.31%93.16% (+1.9%)

1% less funds holding

Funds holding: 1,9251,903 (-22)

7% less funds holding in top 10

Funds holding in top 10: 380353 (-27)

Holders
1,903
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
25.06%
Holding in Top 10
353
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-7.11%
% of All Funds
4.65%
New
122
Increased
846
Reduced
739
Closed
110
Calls
$20.8M
Puts
$12.9M
Net Calls
+$7.98M
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bristlecone Advisors
Washington
$38.7M -$2.38M -24,247 -6%
AAP
227
Arax Advisory Partners
Colorado
$38.4M +$1.6M +16,299 +4%
RSWM
228
Robertson Stephens Wealth Management
California
$38.2M +$735K +7,504 +2%
FWC
229
First Washington Corp
Washington
$38.1M
GRP
230
Global Retirement Partners
California
$38M +$37.5M +383,088 New
RhumbLine Advisers
231
RhumbLine Advisers
Massachusetts
$37.9M -$16M -163,761 -30%
EI
232
eCIO Inc
Wisconsin
$37.9M +$1.23M +12,584 +3%
BAM
233
Brave Asset Management
New Jersey
$37.6M +$37.2M +379,283 New
PCG
234
Prosperity Consulting Group
Maryland
$37.5M -$1.89M -19,333 -5%
FBB
235
Fulton Breakefield Broenniman
Maryland
$37.4M -$8.33K -85 -0%
TWA
236
Tandem Wealth Advisors
Arizona
$37.1M -$2.1M -21,433 -5%
FHA
237
Flagship Harbor Advisors
Massachusetts
$37M +$3.35M +34,146 +10%
Financial Engines Advisors
238
Financial Engines Advisors
California
$36.7M +$19.9M +203,205 +122%
CM
239
Cornerstone Management
Georgia
$36.6M +$65.6K +669 +0.2%
PWA
240
Provenance Wealth Advisors
Florida
$36.3M +$775K +7,907 +2%
FFA
241
First Foundation Advisors
California
$35.9M -$165K -1,682 -0.5%
PFPT
242
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.8M +$12.8M +131,000 +57%
MMA
243
Miracle Mile Advisors
California
$35.6M +$4.4M +44,939 +14%
BSSFA
244
Baron Silver Stevens Financial Advisors
Florida
$35.6M +$1.25M +12,769 +4%
FBFS
245
First Business Financial Services
Wisconsin
$35.4M -$2.24M -22,861 -6%
VA
246
Vestwell Advisors
New York
$35.4M
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$35.4M -$54.7M -558,712 -61%
GAM
248
Gotham Asset Management
New York
$35.2M +$12M +122,262 +53%
MCM
249
MAI Capital Management
Ohio
$35.1M +$2.73M +27,879 +9%
BWM
250
Boyd Wealth Management
California
$34.9M -$1.27M -12,969 -4%

AGG Hedge Fund Activity: Q2 2025 in Review

1,903 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2025, worth a combined $117B — up 5.9% from $111B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new AGG positions and 110 closed out — a net gain of 12 holders — while 846 added to existing stakes and 739 trimmed.

The largest buyer was US Bancorp, adding an estimated $972M. The largest seller was Goldman Sachs, cutting an estimated $473M.

  • 1,903 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2025, down from 1,925 in Q1 2025.
  • Funds reported $117B of iShares Core US Aggregate Bond ETF stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 122 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2025 and 110 closed out, a net change of +12 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q2 2025 was US Bancorp, an estimated $972M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q2 2025 was Goldman Sachs, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2025.