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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
I2I
376
Insight 2811 Inc
Illinois
$17.9M +$1.36M +13,897 +8%
VT
377
Vise Technologies
New York
$17.9M +$17.6M +179,963 New
DT
378
Diversified Trust
Tennessee
$17.5M -$227K -2,315 -1%
SI
379
Stephens Inc
Arkansas
$17.5M +$8.66M +88,397 +101%
SWP
380
Stratos Wealth Partners
Ohio
$17.5M -$56.9K -581 -0.3%
RCS
381
Retirement Capital Strategies
California
$17.4M +$7.35M +75,011 +75%
GCM
382
Genus Capital Management
British Columbia, Canada
$17.4M +$105K +1,070 +0.6%
SPC
383
Sigma Planning Corp
Michigan
$17.2M -$482K -4,918 -3%
SCTC
384
Sanibel Captiva Trust Company
Florida
$17.2M +$1.14M +11,638 +7%
CWM
385
Congress Wealth Management
Massachusetts
$17.1M +$7.69M +78,480 +83%
OFG
386
Omega Financial Group
California
$17M +$263K +2,681 +2%
JAA
387
Joel Adams & Associates
North Carolina
$16.8M +$624K +6,368 +4%
OHWP
388
Oak Harbor Wealth Partners
North Carolina
$16.8M -$46.7K -477 -0.3%
AWM
389
Ameliora Wealth Management
Switzerland
$16.5M -$5.51M -56,250 -25%
TRCT
390
Tower Research Capital (TRC)
New York
$16.4M +$15.3M +156,097 +1,637%
SWA
391
Stratos Wealth Advisors
Ohio
$16.4M -$1.26M -12,835 -7%
SCM
392
SCS Capital Management
Massachusetts
$16.4M -$762K -7,778 -5%
FPGK
393
Financial Partners Group (Kansas)
Kansas
$16.4M +$16.2M +164,957 New
AIA
394
Ally Invest Advisors
North Carolina
$16.2M +$832K +8,493 +5%
Schroder Investment Management Group
395
Schroder Investment Management Group
United Kingdom
$16.2M +$483K +4,926 +3%
AFP
396
Alpha Financial Partners
Kentucky
$16.2M +$139K +1,417 +0.9%
Natixis Advisors
397
Natixis Advisors
Massachusetts
$16.1M +$2.49M +25,446 +19%
BCWM
398
Bartlett & Co Wealth Management
Ohio
$16.1M -$535K -5,463 -3%
JJBC
399
James J. Burns & Company
New York
$16M +$816K +8,331 +5%
CL
400
Choreo LLC
Illinois
$16M -$976K -9,958 -6%

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.