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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
OL
726
Optas LLC
Texas
$4.3M +$42.2K +431 +1%
AP
727
Aspect Partners
Virginia
$4.29M +$334K +3,405 +9%
TT
728
TI-Trust
Illinois
$4.26M +$17.4K +178 +0.4%
JPLA
729
Joseph P. Lucia & Associates
New York
$4.25M +$228K +2,322 +6%
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$4.22M +$1.77M +18,086 +74%
RFO
731
RiverGlades Family Offices
Florida
$4.21M +$88.4K +902 +2%
KLCM
732
KG&L Capital Management
Louisiana
$4.2M -$259K -2,639 -6%
SB
733
Simmons Bank
Arkansas
$4.18M -$50.4K -514 -1%
CFG
734
Compton Financial Group
Maryland
$4.17M -$1.25M -12,791 -23%
WPW
735
Waldron Private Wealth
Pennsylvania
$4.17M -$413K -4,219 -9%
SW
736
Simplicity Wealth
New Jersey
$4.17M -$2.24M -22,826 -35%
TWM
737
Tradition Wealth Management
Minnesota
$4.17M -$277K -2,823 -6%
CWMS
738
Cannon Wealth Management Services
North Carolina
$4.16M +$122K +1,248 +3%
OC
739
Oarsman Capital
Wisconsin
$4.15M +$199K +2,030 +5%
BEC
740
Blue Edge Capital
Virginia
$4.15M +$4.1M +41,810 New
ASBI
741
American State Bank (Iowa)
Iowa
$4.08M -$1.91M -19,487 -32%
BIP
742
Blueprint Investment Partners
North Carolina
$4.06M +$4.01M +40,885 New
ATWA
743
Arbor Trust Wealth Advisors
Michigan
$4.06M -$1.25M -12,803 -24%
WWP
744
Wise Wealth Partners
Arizona
$4.03M +$3.75M +38,255 +1,604%
CAWM
745
Capital Advisors Wealth Management
Washington
$3.99M -$282K -2,875 -7%
PF
746
Penney Financial
Texas
$3.98M +$2.96M +30,202 +303%
IWB
747
Innovative Wealth Building
Maryland
$3.97M +$592K +6,042 +18%
CV
748
Counterweight Ventures
North Carolina
$3.95M +$50.1K +511 +1%
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
$3.95M +$483K +4,925 +14%
LWMT
750
Legacy Wealth Management (Tennessee)
Tennessee
$3.93M +$310K +3,160 +9%

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.