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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
Brown Advisory
301
Brown Advisory
Maryland
$26.2M +$5.51M +56,205 +27%
HCM
302
Hudson Capital Management
New Jersey
$26.1M -$408K -4,166 -2%
FG
303
Fiduciary Group
Georgia
$25.5M +$2.55M +26,007 +11%
RFC
304
Regions Financial Corp
Alabama
$25.5M +$256K +2,613 +1%
GSWM
305
Golden State Wealth Management
California
$25.5M +$962K +9,815 +4%
HI
306
Horizon Investments
North Carolina
$25.3M +$686K +7,000 +3%
HWA
307
Heartwood Wealth Advisors
Virginia
$25.3M -$66.9K -683 -0.3%
MCM
308
MV Capital Management
Maryland
$25.1M -$377K -3,845 -1%
VWA
309
Visionary Wealth Advisors
Illinois
$25.1M +$1.87M +19,095 +8%
CWMK
310
Caliber Wealth Management (Kansas)
Kansas
$25M +$14.4M +147,154 +140%
OWA
311
Octavia Wealth Advisors
Ohio
$24.8M +$571K +5,832 +2%
EFM
312
Eley Financial Management
Vermont
$24.7M -$168K -1,719 -0.7%
PA
313
Parallel Advisors
California
$24.5M -$32.7K -334 -0.1%
NW
314
NewEdge Wealth
Pennsylvania
$24.5M +$1.28M +13,084 +6%
BCG
315
BayBridge Capital Group
California
$24.4M +$249K +2,546 +1%
BOH
316
Bank of Hawaii
Hawaii
$24.3M +$618K +6,304 +3%
GGS
317
Galvin Gaustad & Stein
Arizona
$24.3M -$1.98M -20,223 -8%
PFA
318
Pure Financial Advisors
California
$24.3M +$955K +9,745 +4%
MAM
319
Madison Asset Management
Wisconsin
$24M +$486K +4,963 +2%
MAM
320
Marquette Asset Management
Minnesota
$24M -$8.91M -90,912 -27%
SF
321
Summit Financial
New Jersey
$23.9M -$589K -6,015 -2%
FD
322
Financial Designs
California
$23.7M -$112K -1,138 -0.5%
MTC
323
Matrix Trust Company
Colorado
$23.7M +$312K +3,189 +1%
DIP
324
DT Investment Partners
Pennsylvania
$23.6M -$1.19M -12,157 -5%
Citadel Advisors
325
Citadel Advisors
Florida
$23.6M -$114M -1,164,570 -83%

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.