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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
TFO
526
Timonier Family Office
North Carolina
$9.35M +$1.25M +12,742 +16%
EWA
527
Emergent Wealth Advisors
New York
$9.17M +$499K +5,088 +6%
WT
528
Whittier Trust
California
$9.13M +$2.56M +26,159 +40%
PP
529
Paloma Partners
Connecticut
$9.09M +$8.98M +91,629 New
CFA
530
Capstone Financial Advisors
Illinois
$9.02M -$480K -4,899 -5%
KFP
531
KMG Fiduciary Partners
Ohio
$9.02M +$809K +8,260 +10%
CM
532
Columbus Macro
Pennsylvania
$9M +$1.9M +19,343 +27%
APP
533
Avantax Planning Partners
Iowa
$8.97M -$211K -2,153 -2%
VPA
534
Vernal Point Advisors
California
$8.96M -$1.04M -10,648 -11%
LRWA
535
Long Run Wealth Advisors
New York
$8.9M +$177K +1,811 +2%
FA
536
FDx Advisors
Illinois
$8.88M -$192K -1,956 -2%
CFG
537
Cosner Financial Group
Colorado
$8.82M +$963K +9,824 +12%
BWM
538
BCS Wealth Management
Tennessee
$8.76M +$1.5M +15,268 +21%
CCM
539
Crabel Capital Management
California
$8.69M +$2.68M +27,331 +45%
SAM
540
Summit Asset Management
Tennessee
$8.65M +$108K +1,100 +1%
FCM
541
Firestone Capital Management
Florida
$8.6M -$296K -3,023 -3%
MFG
542
Merit Financial Group
Georgia
$8.58M +$1.83M +18,642 +27%
NFP
543
NorthLanding Financial Partners
New York
$8.58M +$94.4K +963 +1%
CT
544
Colonial Trust
South Carolina
$8.57M +$1.07M +10,911 +14%
AIA
545
Aventus Investment Advisors
Florida
$8.57M +$8.46M +86,341 New
SCI
546
Silver Coast Investments
United States
$8.56M -$8.16M -83,258 -49%
Qube Research & Technologies (QRT)
547
Qube Research & Technologies (QRT)
United Kingdom
$8.54M -$7.74M -79,009 -48%
OIA
548
OneDigital Investment Advisors
Kansas
$8.52M +$1.75M +17,873 +26%
Luther King Capital Management (LKCM)
549
Luther King Capital Management (LKCM)
Texas
$8.52M
LAM
550
Lifestyle Asset Management
Texas
$8.49M -$11.1K -113 -0.1%

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.