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
BBW
476
Blue Barn Wealth
Utah
$11.4M +$358K +3,654 +3%
TA
477
TruWealth Advisors
Louisiana
$11.4M +$1.48M +15,078 +15%
MSWM
478
McGlone Suttner Wealth Management
Wisconsin
$11.4M +$479K +4,889 +4%
CLGM
479
Capitolis Liquid Global Markets
New York
$11.3M -$1.48M -15,100 -12%
HIA
480
HTG Investment Advisors
Connecticut
$11.3M +$378K +3,860 +4%
SL
481
Sentinus LLC
Illinois
$11.3M +$1.27M +12,937 +13%
VHAM
482
Van Hulzen Asset Management
California
$11.3M +$177K +1,802 +2%
RFG
483
RFP Financial Group
Georgia
$11.2M -$177K -1,807 -2%
PFM
484
Peak Financial Management
Massachusetts
$11.2M +$185K +1,890 +2%
LIA
485
LifePlan Investment Advisors
North Carolina
$11.1M +$123K +1,260 +1%
EWA
486
Exencial Wealth Advisors
Oklahoma
$11M -$694K -7,086 -6%
CIBC World Market
487
CIBC World Market
Ontario, Canada
$11M -$215K -2,199 -2%
AWMG
488
Alliance Wealth Management Group
New Jersey
$11M -$351K -3,586 -3%
AA
489
Addison Advisors
Vermont
$11M +$392K +4,000 +4%
IA
490
IFP Advisors
Florida
$11M +$3.64M +37,120 +50%
KFO
491
Kopp Family Office
Minnesota
$10.9M +$127K +1,300 +1%
CFG
492
Citizens Financial Group
Rhode Island
$10.9M +$3.56M +36,338 +49%
COFSG
493
Carbahal Olsen Financial Services Group
California
$10.9M +$424K +4,325 +4%
HNW
494
High Note Wealth
Minnesota
$10.8M -$5.39M -55,017 -34%
BCP
495
Blue Chip Partners
Michigan
$10.7M -$571K -5,825 -5%
GWM
496
Geneos Wealth Management
Colorado
$10.7M -$3.58M -36,585 -25%
RC
497
Roundview Capital
New Jersey
$10.7M -$47.2K -482 -0.4%
TAM
498
TCP Asset Management
Ohio
$10.6M +$214K +2,183 +2%
FTS
499
Fifth Third Securities
Ohio
$10.6M +$206K +2,104 +2%
SSW
500
Smith Shellnut Wilson
Mississippi
$10.6M +$98 +1 +0%

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.