We are live on ! Find out more
AGG icon

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
TA
251
Tectonic Advisors
Texas
$34.8M +$479K +4,887 +1%
AIP
252
Ameritas Investment Partners
Nebraska
$34.3M -$1.72M -17,514 -5%
SIM
253
Strategic Investment Management
Virginia
$34.2M +$63.7K +650 +0.2%
BF
254
BOK Financial
Oklahoma
$33.1M -$312K -3,183 -0.9%
KOC
255
Koss-Olinger Consulting
Florida
$33.1M -$1.01M -10,316 -3%
BWCS
256
Beirne Wealth Consulting Services
Connecticut
$33.1M -$12.5M -127,918 -28%
LI
257
LVZ Inc
Michigan
$33M +$235K +2,397 +0.7%
AssetMark Inc
258
AssetMark Inc
California
$32.9M -$34M -347,381 -51%
FMC
259
First Merchants Corp
Indiana
$32.9M -$1.83M -18,684 -5%
BFA
260
Bright Financial Advisors
Michigan
$32.7M +$272K +2,772 +0.8%
DWM
261
Dakota Wealth Management
Florida
$32.7M +$3.34M +34,137 +12%
ST
262
Smithfield Trust
Pennsylvania
$32M +$1.28M +13,099 +4%
BDF
263
Black Diamond Financial
Maryland
$32M -$4.16M -42,489 -12%
Principal Financial Group
264
Principal Financial Group
Iowa
$31.5M +$15.2M +155,205 +96%
UBV
265
United Bank (Virginia)
Virginia
$31.1M +$87.1K +889 +0.3%
SAI
266
Savvy Advisors Inc
New York
$30.9M +$25.6M +261,662 +524%
TCM
267
Towercrest Capital Management
Pennsylvania
$30.6M -$395K -4,034 -1%
AF
268
Advisornet Financial
Minnesota
$30.2M +$1.38M +14,061 +5%
GVAG
269
Great Valley Advisor Group
Delaware
$29.9M -$4.31M -44,035 -13%
UW
270
Unique Wealth
Florida
$29.6M +$926K +9,455 +3%
EPP
271
ETF Portfolio Partners
Kansas
$29.5M -$223K -2,273 -0.8%
CFFNO
272
Common Fund For Nonprofit Organizations
Connecticut
$29.4M +$8.77M +89,467 +43%
FBT
273
First Bank & Trust
South Dakota
$29.2M +$1.7M +17,398 +6%
PWM
274
Perigon Wealth Management
California
$29.2M +$2.59M +26,462 +10%
SWM
275
Spire Wealth Management
Virginia
$29.1M -$3.97M -40,495 -12%

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.