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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
FCIM
276
Fairview Capital Investment Management
California
$28.8M -$299K -3,051 -1%
HW
277
Hancock Whitney
Mississippi
$28.7M +$975K +9,948 +4%
WA
278
Waverly Advisors
Alabama
$28.6M -$886K -9,040 -3%
OBWG
279
Onyx Bridge Wealth Group
New York
$28.5M +$6.66M +67,944 +31%
TWM
280
Tanager Wealth Management
United Kingdom
$28.4M -$5.78M -59,034 -17%
AL
281
Aspiriant LLC
California
$28.3M +$15.6M +159,084 +126%
GFWA
282
Grey Fox Wealth Advisors
Delaware
$28.1M -$608K -6,200 -2%
WIA
283
World Investment Advisors
California
$28M +$1.59M +16,244 +6%
SC
284
Syon Capital
California
$27.9M +$5.45M +55,666 +25%
CIA
285
Concurrent Investment Advisors
Florida
$27.9M +$4.59M +46,821 +20%
GBI
286
GP Brinson Investments
Illinois
$27.8M
SA
287
Sanctuary Advisors
Indiana
$27.8M +$511K +5,219 +2%
Lazard Asset Management
288
Lazard Asset Management
New York
$27.7M
LWA
289
Lineweaver Wealth Advisors
Ohio
$27.6M +$1.91M +19,446 +8%
FHC
290
Fort Henry Capital
West Virginia
$27.5M +$165K +1,684 +0.6%
PA
291
Parkside Advisors
California
$27.1M +$461K +4,708 +2%
TCM
292
TD Capital Management
Tennessee
$27.1M -$433K -4,422 -2%
PFM
293
Phillips Financial Management
Indiana
$27M -$404K -4,127 -1%
CIP
294
Capital Insight Partners
Arizona
$26.9M -$3.04M -31,041 -10%
BIAS
295
Beacon Investment Advisory Services
New Jersey
$26.7M +$2.37M +24,164 +10%
LPT
296
Legacy Private Trust
Wisconsin
$26.6M -$2.34M -23,841 -8%
Man Group
297
Man Group
United Kingdom
$26.5M -$4.38M -44,672 -14%
FFS
298
Founders Financial Securities
Maryland
$26.5M -$478K -4,881 -2%
NMIMC
299
Northwestern Mutual Investment Management Company
Wisconsin
$26.3M -$3.19M -32,563 -11%
WI
300
WrapManager Inc
California
$26.2M +$2.35M +23,934 +10%

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.