We are live on ! Find out more
AGG icon

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
RF
426
Robinswood Financial
Washington
$13.8M -$99.8K -1,018 -0.7%
IFA
427
Interactive Financial Advisors
Illinois
$13.8M -$536K -5,475 -4%
CWM
428
Calamos Wealth Management
Illinois
$13.8M +$58.1K +593 +0.4%
SHWM
429
Smith & Howard Wealth Management
Georgia
$13.7M -$56.3M -574,697 -81%
FA
430
FC Advisory
Pennsylvania
$13.7M -$784 -8 -0%
FNC
431
First National Corp
Massachusetts
$13.7M +$12.8M +130,289 +1,673%
GEM
432
Global Endowment Management
North Carolina
$13.5M +$4.89M +49,886 +58%
FA
433
Fagan Associates
New York
$13.5M -$111K -1,128 -0.8%
PCA
434
Peddock Capital Advisors
Massachusetts
$13.5M +$226K +2,307 +2%
MCC
435
Money Concepts Capital
Florida
$13.5M +$1.29M +13,124 +11%
HNWAG
436
High Net Worth Advisory Group
Florida
$13.5M -$427K -4,361 -3%
CCWA
437
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.5M -$1.39M -14,152 -9%
PWP
438
PrairieView Wealth Partners
Illinois
$13.4M +$463K +4,722 +4%
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$13.1M +$12.8M +130,331 +6,266%
MFG
440
MidWestOne Financial Group
Iowa
$13.1M +$30.3K +309 +0.2%
CWP
441
Corepath Wealth Partners
Arizona
$13.1M +$492K +5,018 +4%
WHG
442
Westwood Holdings Group
Texas
$13.1M +$963K +9,826 +8%
BEI
443
Benjamin Edwards Inc
Missouri
$13.1M +$4.36M +44,539 +51%
CB
444
Commerce Bank
Missouri
$13.1M +$362K +3,690 +3%
EIP
445
Easterly Investment Partners
Massachusetts
$13M
RF
446
rebel Financial
Ohio
$13M +$12.9M +131,214 New
TFCP
447
Twin Focus Capital Partners
Massachusetts
$13M +$999K +10,198 +8%
CCA
448
Clearwater Capital Advisors
Illinois
$13M -$1.06M -10,780 -8%
MWM
449
Modern Wealth Management
Kansas
$12.9M +$690K +7,039 +6%
CCA
450
Catalyst Capital Advisors
New York
$12.9M +$482K +4,916 +4%

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.