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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
SFS
351
Sowell Financial Services
Arkansas
$20.3M -$316K -3,225 -2%
IWC
352
Integrated Wealth Concepts
Massachusetts
$20.3M -$375K -3,823 -2%
TBC
353
Ted Buchan & Co
California
$19.9M +$780K +7,961 +4%
SWP
354
Summit Wealth Partners
Florida
$19.9M -$3.36M -34,332 -15%
GC
355
Garde Capital
Washington
$19.8M -$524K -5,350 -3%
BA
356
Ballast Advisors
Minnesota
$19.6M +$651K +6,646 +3%
MWM
357
Modera Wealth Management
New Jersey
$19.4M -$581K -5,928 -3%
SFA
358
Souders Financial Advisors
Ohio
$19.4M +$188K +1,923 +1%
RW
359
Regimen Wealth
Georgia
$19.3M +$720K +7,347 +4%
FIM
360
Freedom Investment Management
Connecticut
$19.1M +$18.2K +186 +0.1%
SAW
361
Signal Advisors Wealth
Michigan
$19.1M -$4.84M -49,361 -20%
PIMG
362
Patriot Investment Management Group
Tennessee
$19.1M -$120K -1,221 -0.6%
FWM
363
Foguth Wealth Management
Michigan
$19.1M -$4.79M -48,846 -20%
EPM
364
Elm Partners Management
Pennsylvania
$18.8M -$5.21M -53,208 -22%
TIA
365
Tiemann Investment Advisors
California
$18.6M +$1.36M +13,882 +8%
LFAS
366
Level Four Advisory Services
Texas
$18.6M -$4.02M -41,018 -18%
KFG
367
Kelly Financial Group
Connecticut
$18.4M +$1.01M +10,283 +6%
FEG
368
Fund Evaluation Group
Ohio
$18.4M -$2.51M -25,634 -12%
NAM
369
NorthCrest Asset Manangement
Minnesota
$18.4M +$160K +1,628 +0.9%
AWS
370
Atria Wealth Solutions
New York
$18.2M -$9.15M -93,403 -34%
AI
371
Atria Investments
North Carolina
$18.2M +$9.24M +94,332 +106%
IA
372
Integrity Alliance
Iowa
$18.1M -$9.18M -93,673 -34%
GC
373
Grimes & Company
Massachusetts
$18.1M +$4.81M +49,045 +37%
TCBWMS
374
Texas Capital Bank Wealth Management Services
Texas
$18M +$1.62M +16,581 +10%
SCM
375
Sheridan Capital Management
California
$18M +$36.7K +375 +0.2%

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.