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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
CI
676
CX Institutional
Indiana
$5.12M -$2.12M -21,612 -30%
SAM
677
Synergy Asset Management
Washington
$5.11M +$991K +10,109 +24%
BFA
678
Bluestem Financial Advisors
Illinois
$5.11M -$109K -1,108 -2%
PW
679
Pandora Wealth
Illinois
$5.09M -$51.8K -529 -1%
SG
680
StoneX Group
New York
$5.09M +$285K +2,912 +6%
GAA
681
Global Assets Advisory
Florida
$5.05M -$6.54M -66,786 -57%
GT
682
Glenview Trust
Kentucky
$5.03M +$255K +2,604 +5%
FWM
683
FFT Wealth Management
Pennsylvania
$4.99M -$3.31M -33,783 -40%
ICP
684
Impact Capital Partners
Colorado
$4.98M +$766K +7,816 +18%
UWPG
685
Ullmann Wealth Partners Group
Florida
$4.96M +$622K +6,345 +15%
CSP
686
Cary Street Partners
Virginia
$4.94M +$224K +2,286 +5%
FNBOO
687
First National Bank of Omaha
Nebraska
$4.94M -$136K -1,390 -3%
AWMNH
688
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.94M -$10.4K -106 -0.2%
1SB
689
1ST Source Bank
Indiana
$4.94M +$60.4K +616 +1%
LSC
690
Logan Stone Capital
Illinois
$4.9M -$187K -1,910 -4%
LHC
691
Little House Capital
Massachusetts
$4.89M +$247K +2,519 +5%
BFA
692
Blueprint Financial Advisors
North Carolina
$4.87M +$4.81M +49,113 New
PI
693
PFG Investments
New York
$4.87M -$66.4K -678 -1%
IF
694
Ironwood Financial
Arizona
$4.87M
FPCG
695
Forum Private Client Group
Indiana
$4.86M -$66.4K -678 -1%
FAIM
696
Financial Advocates Investment Management
Washington
$4.85M -$12.1M -123,164 -72%
CH
697
Canton Hathaway
Rhode Island
$4.83M -$4.85M -49,516 -50%
SC
698
Savant Capital
Illinois
$4.79M +$449K +4,585 +10%
QFA
699
Quattro Financial Advisors
Texas
$4.78M -$105K -1,069 -2%
CCA
700
Coign Capital Advisors
Utah
$4.75M +$259K +2,645 +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.