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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
Citigroup
51
Citigroup
New York
$352M +$9.54M +97,364 +3%
CA
52
Cambridge Associates
Massachusetts
$341M +$247M +2,525,848 +276%
SAG
53
SageView Advisory Group
California
$326M -$7.85M -80,157 -2%
PCIA
54
Prime Capital Investment Advisors
Kansas
$317M +$108M +1,100,401 +52%
SWM
55
SigFig Wealth Management
California
$312M +$6.12M +62,495 +2%
SAM
56
Simplify Asset Management
Nevada
$308M +$6.12M +62,496 +2%
VIA
57
Vantagepoint Investment Advisers
District of Columbia
$295M -$70.7M -722,000 -20%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$294M -$12.1M -122,981 -4%
MSA
59
Mason Street Advisors
Wisconsin
$277M +$24.2M +247,294 +10%
SDIC
60
South Dakota Investment Council
South Dakota
$277M -$15.2M -154,950 -5%
P
61
&Partners
Tennessee
$261M +$63.4M +646,968 +33%
AllianceBernstein
62
AllianceBernstein
Tennessee
$254M -$679K -6,934 -0.3%
DWM
63
Dynasty Wealth Management
Florida
$245M -$2.38M -24,331 -1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$238M +$73M +745,026 +45%
EWA
65
EP Wealth Advisors
California
$235M +$2.42M +24,666 +1%
FMI
66
Factory Mutual Insurance
Massachusetts
$224M -$298M -3,039,057 -57%
BTI
67
Blue Trust Inc
Georgia
$220M -$3.72M -37,978 -2%
HighTower Advisors
68
HighTower Advisors
Illinois
$211M +$11.5M +116,964 +6%
LMIM
69
Lockheed Martin Investment Management
Maryland
$205M +$166M +1,695,075 +458%
QWP
70
Quotient Wealth Partners
Texas
$205M +$4.6M +46,946 +2%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$199M +$24M +245,203 +14%
SP
72
Stairway Partners
Illinois
$196M -$6.87M -70,149 -3%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$191M -$35.4M -361,041 -16%
DCM
74
Disciplina Capital Management
Tennessee
$189M -$18.7M -190,473 -9%
Osaic Holdings
75
Osaic Holdings
Arizona
$178M +$13M +132,879 +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.