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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
CAG
551
Csenge Advisory Group
Florida
$8.42M -$84.2K -859 -1%
GAG
552
GM Advisory Group
New York
$8.41M +$30.1K +307 +0.4%
AWA
553
Arete Wealth Advisors
Illinois
$8.41M -$693K -7,071 -8%
BRWA
554
B. Riley Wealth Advisors
Florida
$8.39M +$8.29M +84,556 New
FA
555
Flagstar Advisors
New York
$8.37M -$1.16M -11,808 -12%
GMA
556
Glassy Mountain Advisors
Maryland
$8.35M +$226K +2,305 +3%
GSEP
557
Golden State Equity Partners
California
$8.31M +$4.55M +46,413 +124%
CT
558
Coastline Trust
Rhode Island
$8.3M -$10.4K -106 -0.1%
AWM
559
Act Wealth Management
Texas
$8.29M +$88.6K +904 +1%
RCAG
560
Rehmann Capital Advisory Group
Michigan
$8.21M -$1.59M -16,239 -16%
CPIG
561
Chicago Partners Investment Group
Illinois
$8.2M -$3.23M -32,926 -28%
WF
562
Wayfinding Financial
Washington
$8.19M +$1.83M +18,684 +29%
NB
563
NBT Bank
New York
$8.18M +$169K +1,726 +2%
EP
564
EPIQ Partners
Minnesota
$8.13M +$385K +3,928 +5%
AFP
565
Ausdal Financial Partners
Iowa
$8.08M -$324K -3,310 -4%
WIM
566
Westside Investment Management
California
$8.02M +$209K +2,131 +3%
JWS
567
Juncture Wealth Strategies
Arizona
$8M +$186K +1,896 +2%
RA
568
RFG Advisory
Alabama
$8M +$5.78M +58,944 +272%
FWI
569
Facet Wealth Inc
Maryland
$8M -$833K -8,502 -9%
CTA
570
Chesley Taft & Associates
Illinois
$7.99M +$74.5K +760 +1%
KPWG
571
KFA Private Wealth Group
Virginia
$7.93M +$79.3K +809 +1%
CF
572
Copperwynd Financial
Arizona
$7.85M +$3.89M +39,688 +100%
RW
573
REDW Wealth
New Mexico
$7.78M -$480K -4,894 -6%
AWM
574
AE Wealth Management
Kansas
$7.75M -$1.1M -11,186 -13%
SWTS
575
Stonehaven Wealth & Tax Solutions
Wisconsin
$7.68M +$295K +3,007 +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.