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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
RWM
626
RKL Wealth Management
Pennsylvania
$6.43M +$1.34M +13,709 +27%
PA
627
PFW Advisors
Georgia
$6.39M -$73K -745 -1%
AI
628
Arrien Investments
Idaho
$6.38M -$170K -1,733 -3%
LW
629
Linscomb Wealth
Texas
$6.36M +$6.17K +63 +0.1%
SFC
630
Strategic Financial Concepts
Texas
$6.31M +$2.05M +20,910 +49%
AG
631
AlTi Global
New York
$6.26M +$702K +7,169 +13%
NGA
632
Naples Global Advisors
Florida
$6.22M +$170K +1,733 +3%
GAM
633
Gemmer Asset Management
California
$6.22M -$256K -2,608 -4%
AWE
634
Avidian Wealth Enterprises
Texas
$6.21M -$793K -8,095 -11%
ACM
635
Alamar Capital Management
California
$6.17M +$573K +5,848 +10%
IWP
636
Innova Wealth Partners
Pennsylvania
$6.13M -$501K -5,115 -8%
BHBT
637
Burke & Herbert Bank & Trust
Virginia
$6.13M -$34.8K -355 -0.6%
DG
638
DMC Group
Alabama
$6.11M +$329K +3,362 +6%
CW
639
CreativeOne Wealth
Kansas
$6.09M +$868K +8,856 +17%
EW
640
Element Wealth
Mississippi
$6.08M -$72.5K -740 -1%
IAA
641
Independent Advisor Alliance
North Carolina
$6.07M +$381K +3,887 +7%
WC
642
Waterloo Capital
Texas
$6.02M -$10.8M -109,797 -64%
TFF
643
The Family Firm
Maryland
$6.01M +$444K +4,532 +8%
CAM
644
Creekmur Asset Management
Illinois
$6.01M -$7.34M -74,923 -55%
GBFP
645
Golden Bell Financial Planning
Georgia
$5.98M -$361K -3,681 -6%
LWM
646
LeConte Wealth Management
Tennessee
$5.93M +$2.45M +24,962 +72%
GL
647
Graypoint LLC
New York
$5.9M -$136K -1,393 -2%
First Manhattan
648
First Manhattan
New York
$5.87M +$5.79M +59,125 New
SIG
649
Stonegate Investment Group
Alabama
$5.84M -$148K -1,506 -2%
AAS
650
Asset Allocation Strategies
Michigan
$5.83M +$2.63M +26,850 +84%

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.