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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
CWM
401
Chesapeake Wealth Management
Virginia
$16M -$35.6K -363 -0.2%
WT
402
Washington Trust
Rhode Island
$15.9M -$439K -4,481 -3%
OAM
403
Oppenheimer Asset Management
New York
$15.8M +$502K +5,119 +3%
DE
404
Diversified Enterprises
Delaware
$15.7M +$3.01M +30,693 +24%
WPW
405
Watershed Private Wealth
Illinois
$15.7M -$945K -9,641 -6%
HI
406
Harbour Investments
Wisconsin
$15.7M +$2.52M +25,725 +19%
VFPW
407
Vantage Financial Partners (Wisconsin)
Wisconsin
$15.7M -$5.95M -60,710 -28%
WB
408
Webster Bank
Connecticut
$15.6M +$308K +3,146 +2%
FA
409
Fiducient Advisors
Illinois
$15.3M +$724K +7,390 +5%
PFS
410
Prospera Financial Services
Texas
$15.1M +$93.4K +953 +0.6%
SCP
411
Silverleafe Capital Partners
Tennessee
$15M -$459K -4,685 -3%
CM
412
Cercano Management
Washington
$15M
MWA
413
Motive Wealth Advisors
Michigan
$15M +$324K +3,304 +2%
PFT
414
Providence First Trust
Arizona
$15M -$195K -1,995 -1%
AWA
415
Aquire Wealth Advisors
Utah
$15M +$2.72M +27,709 +22%
SCA
416
Sandy Cove Advisors
Massachusetts
$14.9M +$115K +1,178 +0.8%
FTA
417
Financial & Tax Architects
Missouri
$14.8M -$399K -4,074 -3%
GWSG
418
GPS Wealth Strategies Group
Colorado
$14.8M -$219K -2,234 -1%
E3F
419
Eight 31 Financial
Texas
$14.8M -$1.17M -11,945 -7%
SFA
420
Sequoia Financial Advisors
Ohio
$14.7M -$1.17M -11,989 -8%
SFSG
421
Sound Financial Strategies Group
Mississippi
$14.6M -$611K -6,232 -4%
DCA
422
DSG Capital Advisors
Minnesota
$14.4M +$12M +122,653 +549%
TCCP
423
Tide Cove Capital Partners
California
$14.3M +$304K +3,100 +2%
BIG
424
Brooklyn Investment Group
New York
$14.2M +$13M +132,528 +1,304%
FCT
425
Family Capital Trust
Massachusetts
$14.1M +$167K +1,709 +1%

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.