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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
DW
576
Durante & Waters
New York
$7.62M -$107K -1,095 -1%
Kayne Anderson Rudnick Investment Management
577
Kayne Anderson Rudnick Investment Management
California
$7.55M -$183K -1,871 -2%
MF
578
Midwestern Financial
Iowa
$7.51M +$7.42M +75,693 New
LP
579
LGL Partners
Pennsylvania
$7.46M -$1.27M -12,980 -15%
MM
580
Main Management
California
$7.46M +$38.3K +391 +0.5%
BWA
581
BlueSky Wealth Advisors
North Carolina
$7.4M -$734K -7,491 -9%
DC
582
Destiny Capital
Colorado
$7.36M +$118K +1,205 +2%
ATFA
583
All Terrain Financial Advisors
Minnesota
$7.34M +$300K +3,057 +4%
HFO
584
Heritage Family Offices
Arizona
$7.34M
USWG
585
U.S. Wealth Group
New York
$7.34M -$635K -6,485 -8%
JHCP
586
Jackson Hole Capital Partners
Oklahoma
$7.32M +$54.3K +554 +0.8%
AF
587
Apexium Financial
Texas
$7.29M +$74.8K +763 +1%
CMA
588
Cedar Mountain Advisors
Oregon
$7.24M -$268K -2,733 -4%
PT
589
Plimoth Trust
Massachusetts
$7.2M +$235K +2,403 +3%
GWS
590
Greykasell Wealth Strategies
California
$7.19M +$1.75M +17,872 +33%
DL
591
DOHJ LLC
Washington
$7.18M +$1.72M +17,512 +31%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$7.15M +$75.4K +770 +1%
SAI
593
Systematic Alpha Investments
New Jersey
$7.14M
SWG
594
Summit Wealth Group
Vermont
$7.12M -$2.12M -21,669 -23%
HWA
595
Hillcrest Wealth Advisors
New Jersey
$7.12M -$495K -5,050 -7%
ASW
596
Astoria Strategic Wealth
Texas
$7.11M -$45.5K -464 -0.6%
RIA
597
Regal Investment Advisors
Michigan
$7.08M -$21.6K -220 -0.3%
Invesco
598
Invesco
Georgia
$7.05M -$1.13M -11,500 -14%
BWG
599
Boomfish Wealth Group
Georgia
$7.03M +$430K +4,393 +7%
IAS
600
Insigneo Advisory Services
Florida
$7.02M +$38.8K +396 +0.6%

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.