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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
FPAS
651
Focus Partners Advisor Solutions
Missouri
$5.83M -$166K -1,699 -3%
AA
652
Ancora Advisors
Ohio
$5.82M +$537K +5,484 +10%
GSWM
653
Greenup Street Wealth Management
Michigan
$5.82M -$428K -4,372 -7%
TFA
654
Tobias Financial Advisors
Florida
$5.75M +$3.33K +34 +0.1%
WWA
655
WCG Wealth Advisors
Nevada
$5.75M +$5.68M +57,958 New
CCA
656
Cobblestone Capital Advisors
New York
$5.74M +$418K +4,262 +8%
KA
657
Kovack Advisors
Florida
$5.73M +$1.11M +11,366 +25%
BMCM
658
Bryn Mawr Capital Management
Pennsylvania
$5.73M +$372K +3,795 +7%
SMI
659
Shelter Mutual Insurance
Missouri
$5.72M
Empower Advisory Group
660
Empower Advisory Group
Colorado
$5.66M -$504K -5,141 -8%
VFIC
661
Valley Forge Investment Consultants
Pennsylvania
$5.58M +$56K +572 +1%
GBT
662
Grove Bank & Trust
Florida
$5.58M +$129K +1,319 +2%
BTWM
663
Brass Tax Wealth Management
Ohio
$5.57M +$619K +6,316 +13%
MPPLM
664
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.56M +$140K +1,433 +3%
EFA
665
Edge Financial Advisors
Illinois
$5.56M -$2.98M -30,403 -35%
DLCIG
666
D.L. Carlson Investment Group
New Hampshire
$5.46M +$1.66M +16,988 +45%
VFA
667
Valeo Financial Advisors
Indiana
$5.42M +$10.8K +110 +0.2%
BAM
668
Belpointe Asset Management
Nevada
$5.38M +$783K +7,996 +17%
AWM
669
Apollon Wealth Management
South Carolina
$5.36M -$649K -6,624 -11%
FFP
670
FourThought Financial Partners
Florida
$5.36M -$140K -1,430 -3%
KWA
671
Kingswood Wealth Advisors
California
$5.32M -$156K -1,590 -3%
PCP
672
Proficio Capital Partners
Massachusetts
$5.22M -$575K -5,872 -10%
WAM
673
WealthTrust Asset Management
Florida
$5.19M -$657K -6,703 -11%
XF
674
XML Financial
Maryland
$5.18M +$604K +6,160 +13%
JIR
675
James Investment Research
Ohio
$5.14M +$39.4K +402 +0.8%

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.