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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
CAM
326
Cresset Asset Management
Illinois
$23.3M -$3.03M -30,942 -12%
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$23.1M -$3.77M -38,510 -15%
CFP
328
Catalyst Financial Partners
Massachusetts
$23.1M +$3.43M +35,003 +18%
CC
329
Cultivar Capital
Texas
$23M +$323K +3,297 +1%
SFG
330
Snider Financial Group
Washington
$22.8M +$567K +5,787 +3%
VCA
331
Verdence Capital Advisors
Maryland
$22.7M +$1.05M +10,703 +5%
SS
332
SBI Securities
Japan
$22.4M -$960K -9,796 -4%
AFG
333
Atomi Financial Group
New York
$22M +$1.84M +18,736 +9%
CPA
334
Capital Performance Advisors
California
$21.8M +$5.01M +51,152 +30%
MSFS
335
Main Street Financial Solutions
Pennsylvania
$21.8M +$500K +5,107 +2%
ZF
336
Zhang Financial
Michigan
$21.8M +$7.28M +74,290 +51%
CA
337
Clearstead Advisors
Ohio
$21.8M -$277K -2,822 -1%
TWA
338
TCI Wealth Advisors
Arizona
$21.7M -$507K -5,171 -2%
FFA
339
Farther Finance Advisors
California
$21.7M +$1.39M +14,232 +7%
ASN
340
Advisory Services Network
Georgia
$21.6M -$1.41M -14,370 -6%
CCT
341
Chemung Canal Trust
New York
$21.5M -$1.19M -12,192 -5%
HI
342
Hudock Inc
Pennsylvania
$21.4M +$341K +3,482 +2%
BOC
343
Blue Oak Capital
California
$21.4M +$8.65M +88,281 +69%
LFS
344
Lutz Financial Services
Nebraska
$21.4M -$152K -1,552 -0.7%
VA
345
Valmark Advisers
Ohio
$21.3M -$203K -2,071 -1%
BFG
346
Berger Financial Group
Minnesota
$21.3M +$26.1K +266 +0.1%
FHB
347
First Hawaiian Bank
Hawaii
$21M -$195K -1,993 -0.9%
WAMC
348
Western Asset Management Company
California
$20.6M +$20.4M +208,047 New
CGFA
349
Colton Groome Financial Advisors
North Carolina
$20.6M +$1.76M +17,971 +9%
RCIM
350
Red Cedar Investment Management
Michigan
$20.4M +$16.1M +164,645 +403%

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.