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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
THL
601
Tillman Hartley LLC
Colorado
$7.01M -$1.41M -14,429 -17%
MWC
602
MKD Wealth Coaches
Michigan
$6.99M -$200K -2,039 -3%
CSB
603
City State Bank
Iowa
$6.94M -$348K -3,550 -5%
SAM
604
Smartleaf Asset Management
Massachusetts
$6.91M +$189K +1,930 +3%
EFG
605
Erickson Financial Group
Pennsylvania
$6.91M +$108K +1,100 +2%
HFS
606
Heritage Financial Services
Massachusetts
$6.84M -$301K -3,069 -4%
ECM
607
Exchange Capital Management
Michigan
$6.84M +$262K +2,670 +4%
DCM
608
Donaldson Capital Management
Indiana
$6.82M +$736K +7,507 +12%
HCC
609
Hirtle Callaghan & Co
Pennsylvania
$6.78M
AWM
610
Accurate Wealth Management
Florida
$6.77M +$271K +2,769 +4%
MWA
611
MN Wealth Advisors
Kansas
$6.74M +$3.16M +32,201 +90%
APW
612
Acima Private Wealth
Virginia
$6.74M -$790K -8,065 -11%
MSAGDF
613
Moneda SA Administradora General de Fondos
Chile
$6.72M -$794K -8,099 -11%
SIA
614
Sovereign Investment Advisors
Arizona
$6.71M +$303K +3,096 +5%
CWM
615
CIBC World Markets
New York
$6.71M +$44.3K +452 +0.7%
PFG
616
Pinnacle Financial Group
Illinois
$6.68M +$157K +1,602 +2%
EIA
617
Eldridge Investment Advisors
New Hampshire
$6.67M -$659K -6,722 -9%
LWM
618
Lionsbridge Wealth Management
Florida
$6.64M +$215K +2,198 +3%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.6M -$1.76M -17,965 -21%
NFG
620
Northeast Financial Group
Pennsylvania
$6.54M +$1M +10,230 +18%
TC
621
Toews Corporation
New Jersey
$6.53M +$354K +3,611 +6%
RPA
622
Redwood Park Advisors
California
$6.53M +$295K +3,014 +5%
IAN
623
Integrated Advisors Network
Texas
$6.48M -$2.77M -28,299 -30%
AF
624
Arrow Financial
New York
$6.48M -$190K -1,935 -3%
TA
625
TPG Advisors
Illinois
$6.45M +$353K +3,601 +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.