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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
LG
701
Leuthold Group
Minnesota
$4.74M
IC
702
IEQ Capital
California
$4.7M +$418K +4,269 +10%
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$4.69M +$338K +3,453 +8%
EWP
704
Elevation Wealth Partners
California
$4.68M +$8.43K +86 +0.2%
KCAM
705
Kagan Cocozza Asset Management
New Jersey
$4.67M +$105K +1,070 +2%
AF
706
AtlasMark Financial
Texas
$4.63M +$919K +9,383 +25%
CWA
707
Canvas Wealth Advisors
Kansas
$4.61M +$127K +1,301 +3%
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$4.57M +$87K +888 +2%
OCM
709
One Capital Management
California
$4.55M +$1.43M +14,581 +47%
AO
710
Advisor OS
Illinois
$4.54M +$1.19M +12,162 +36%
MA
711
Modus Advisors
Minnesota
$4.54M +$146K +1,487 +3%
SG
712
Sharper & Granite
California
$4.53M +$228K +2,322 +5%
CCA
713
Conservest Capital Advisors
Pennsylvania
$4.5M -$1.72M -17,546 -28%
AA
714
ALPS Advisors
Colorado
$4.49M +$4.43M +45,215 New
NCG
715
Newport Capital Group
New Jersey
$4.48M +$200K +2,038 +5%
Pathstone Holdings
716
Pathstone Holdings
New Jersey
$4.44M -$941K -9,601 -18%
PAS
717
PKS Advisory Services
New York
$4.39M -$729K -7,435 -14%
JIP
718
Jaffetilchin Investment Partners
Florida
$4.38M +$12.6K +129 +0.3%
PPC
719
Park Place Capital
Alabama
$4.35M +$4.22M +43,060 +4,372%
CLOS
720
Compagnie Lombard Odier SCmA
Switzerland
$4.34M +$19.6K +200 +0.5%
WA
721
WBH Advisory
Maryland
$4.34M -$11.6K -118 -0.3%
FAT
722
First American Trust
California
$4.33M -$50.3K -513 -1%
Parallax Volatility Advisers
723
Parallax Volatility Advisers
California
$4.33M
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$4.31M +$252K +2,576 +6%
FMI
725
F/M Investments
District of Columbia
$4.3M

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.