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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
CT
501
Caldwell Trust
Florida
$10.6M +$542K +5,530 +5%
MA
502
Mutual Advisors
Nebraska
$10.5M -$14.4M -146,945 -58%
CFO
503
CVA Family Office
Colorado
$10.4M +$1.19M +12,123 +13%
ANC
504
Ames National Corp
Iowa
$10.4M -$536K -5,470 -5%
HNB
505
Huntington National Bank
Ohio
$10.4M
BBVA
506
Banco Bilbao Vizcaya Argentaria
Spain
$10.4M -$164K -1,670 -2%
OC
507
Oppenheimer & Co
New York
$10.4M +$961K +9,811 +10%
ES
508
Eagle Strategies
New York
$10.3M +$239K +2,443 +2%
OFS
509
Oldfather Financial Services
Nebraska
$10.3M +$110K +1,121 +1%
FWP
510
Forefront Wealth Partners
Texas
$10.1M -$775K -7,914 -7%
BC
511
Bowman & Company
Wisconsin
$10.1M +$27.5K +281 +0.3%
SF
512
Synovus Financial
Georgia
$10.1M -$205K -2,090 -2%
BF
513
Blankinship & Foster
California
$10.1M -$845K -8,621 -8%
ACM
514
Andina Capital Management
Utah
$10M -$1.21M -12,354 -11%
CPO
515
Cerity Partners OCIO
New York
$9.99M +$3.2M +32,704 +48%
OWM
516
Opes Wealth Management
California
$9.87M +$357K +3,639 +4%
ATPW
517
Ashton Thomas Private Wealth
Arizona
$9.83M +$4.45M +45,411 +85%
WFAG
518
Wescott Financial Advisory Group
Pennsylvania
$9.82M -$106K -1,082 -1%
AFS
519
Amtrust Financial Services
New York
$9.78M
MPW
520
MGO Private Wealth
California
$9.74M -$749K -7,641 -7%
CJH
521
Christopher J. Hasenberg
Wisconsin
$9.59M +$8.81M +89,933 +1,343%
National Bank of Canada
522
National Bank of Canada
Quebec, Canada
$9.57M -$12.2M -124,995 -56%
CIAS
523
CFS Investment Advisory Services
New Jersey
$9.48M +$692K +7,064 +8%
AH
524
Addis & Hill
Pennsylvania
$9.42M +$145K +1,483 +2%
SC
525
Slow Capital
California
$9.36M +$35.9K +366 +0.4%

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.