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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
EBT
751
Enterprise Bank & Trust
Massachusetts
$3.87M -$139K -1,416 -4%
MBTD
752
Mechanics Bank - Trust Department
California
$3.86M -$553K -5,642 -13%
FPW
753
Flagship Private Wealth
Massachusetts
$3.84M +$614K +6,269 +19%
AWM
754
Arista Wealth Management
Nevada
$3.84M +$130K +1,325 +4%
FCA
755
Fortis Capital Advisors
Kansas
$3.8M +$1.46M +14,927 +64%
TWC
756
TD Waterhouse Canada
Ontario, Canada
$3.79M +$710K +7,247 +23%
PCS
757
Private Client Services
Kentucky
$3.77M +$1.51M +15,441 +68%
TW
758
TritonPoint Wealth
Maryland
$3.77M -$13.7K -140 -0.4%
TIM
759
Thompson Investment Management
Wisconsin
$3.76M +$436K +4,445 +13%
BWM
760
Benchmark Wealth Management
Connecticut
$3.76M +$1.57M +15,976 +73%
EGA
761
E&G Advisors
Texas
$3.76M -$404K -4,118 -10%
FIC
762
Family Investment Center
Missouri
$3.75M -$122K -1,245 -3%
FIA
763
Foundations Investment Advisors
Arizona
$3.75M -$11.9M -121,049 -76%
5W
764
5T Wealth
California
$3.75M +$1.55M +15,778 +72%
SI
765
Stonekeep Investments
New Mexico
$3.73M +$45.9K +468 +1%
WP
766
Waycross Partners
Kentucky
$3.68M
Millennium Management
767
Millennium Management
New York
$3.68M +$789K +8,048 +28%
LSPW
768
Lake Street Private Wealth
Illinois
$3.68M +$459K +4,687 +14%
CCM
769
Canal Capital Management
Virginia
$3.67M +$1.31M +13,379 +57%
SIC
770
Salem Investment Counselors
North Carolina
$3.64M +$306K +3,119 +9%
WCM
771
Winthrop Capital Management
Indiana
$3.63M -$68.6K -700 -2%
CIA
772
Compass Ion Advisors
Pennsylvania
$3.59M +$72.9K +744 +2%
CAAM
773
Cornerstone Advisors Asset Management
Pennsylvania
$3.58M -$1.38M -14,130 -28%
DC
774
Davenport & Co
Virginia
$3.58M -$1.36M -13,850 -28%
SMC
775
Smith, Moore & Co
Missouri
$3.58M +$45.7K +466 +1%

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.