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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
UBS Group
26
UBS Group
Switzerland
$990M -$1.23M -12,553 -0.1%
FCBT
27
First Citizens Bank & Trust
North Carolina
$985M -$68.5M -699,274 -7%
Charles Schwab
28
Charles Schwab
California
$984M -$50.2M -512,628 -5%
Mariner
29
Mariner
Kansas
$974M +$56.8M +579,335 +6%
AAS
30
Avantax Advisory Services
Texas
$919M +$3.12M +31,854 +0.3%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$906M +$18.9M +193,320 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$813M +$49.5M +505,539 +7%
TIAA Trust, National Association
33
TIAA Trust, National Association
North Carolina
$808M -$60.4M -615,930 -7%
Stifel Financial
34
Stifel Financial
Missouri
$772M +$142M +1,453,762 +23%
Truist Financial
35
Truist Financial
North Carolina
$688M +$23.5M +239,422 +4%
Cerity Partners
36
Cerity Partners
New York
$665M +$44.9M +458,136 +7%
RWP
37
RWA Wealth Partners
Massachusetts
$658M +$168M +1,718,285 +35%
Members Trust
38
Members Trust
Florida
$541M +$12.8M +130,238 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$527M +$32M +326,247 +7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$523M +$4.68M +47,713 +0.9%
Prudential Financial
41
Prudential Financial
New Jersey
$522M +$50M +510,558 +11%
USAA
42
United Services Automobile Association
Texas
$498M +$203M +2,069,200 +70%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$474M +$5.46M +55,700 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$460M -$43.4M -443,324 -9%
Jane Street
45
Jane Street
New York
$441M +$256M +2,613,588 +143%
DADC
46
D.A. Davidson & Co
Montana
$438M -$1.81M -18,445 -0.4%
BL
47
Balentine LLC
Georgia
$430M -$8.23M -83,947 -2%
CI
48
Constellation Investments
Ohio
$412M
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$396M +$3.84M +39,210 +1%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$396M +$391M +3,987,632 New

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.