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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
EK
451
Evensky & Katz
Florida
$12.9M -$113K -1,158 -0.9%
GCA
452
Greenwood Capital Associates
South Carolina
$12.9M +$232K +2,363 +2%
APWA
453
Atlas Private Wealth Advisors
New Jersey
$12.9M +$1.71M +17,409 +16%
FA
454
Freestate Advisors
Kansas
$12.4M +$6.03M +61,548 +98%
NC
455
NewSquare Capital
Pennsylvania
$12.3M -$218K -2,225 -2%
SFG
456
Somnio Financial Group
Connecticut
$12.2M +$12.1M +123,241 New
JWCA
457
J.W. Cole Advisors
Florida
$12.2M +$4.66M +47,548 +63%
MAM
458
Mullooly Asset Management
New Jersey
$12.2M +$290K +2,962 +2%
RWPA
459
Richard W. Paul & Associates
Michigan
$12.2M +$271K +2,761 +2%
AFO
460
Arrowroot Family Office
California
$12.2M +$12.1M +123,028 New
CBT
461
Central Bank & Trust
Kentucky
$12.2M -$1.58M -16,149 -12%
William Blair & Company
462
William Blair & Company
Illinois
$12.1M +$114K +1,163 +1%
CTA
463
Colonial Trust Advisors
South Carolina
$12M +$1.5M +15,339 +15%
LWP
464
LMG Wealth Partners
Louisiana
$12M -$8.62K -88 -0.1%
IWM
465
IHT Wealth Management
Illinois
$11.9M +$165K +1,684 +1%
CG
466
Cynosure Group
Utah
$11.9M +$926K +9,449 +9%
GHA
467
Granite Harbor Advisors
Texas
$11.8M +$1.27K +13 +0%
NL
468
NWAM LLC
Washington
$11.8M +$528K +5,391 +5%
MGIA
469
Moneta Group Investment Advisors
Missouri
$11.7M +$51.1K +521 +0.4%
ISWM
470
Independent Solutions Wealth Management
New York
$11.6M +$29.9K +305 +0.3%
ODIJL
471
One Day In July LLC
Vermont
$11.6M +$135K +1,379 +1%
HWM
472
HB Wealth Management
Georgia
$11.5M -$2.96M -30,255 -21%
SFS
473
Sharp Financial Services
Pennsylvania
$11.5M +$1.59M +16,246 +16%
SFP
474
Strategic Financial Partners
Oregon
$11.5M -$6.22M -63,485 -35%
AIA
475
Accelerate Investment Advisors
California
$11.4M +$678K +6,922 +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.