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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
MT
776
Midwest Trust
Kansas
$3.57M +$3.53M +36,032 New
IPW
777
Intergy Private Wealth
Colorado
$3.56M +$69.1K +705 +2%
MLFP
778
MPS Loria Financial Planners
Illinois
$3.54M +$44.2K +451 +1%
MWM
779
MorganRosel Wealth Management
Colorado
$3.54M +$430K +4,393 +14%
FSG
780
Financial Strategies Group
Michigan
$3.52M +$57.1K +583 +2%
SCA
781
Snowden Capital Advisors
New York
$3.51M -$125K -1,274 -3%
DAS
782
Dynamic Advisor Solutions
Arizona
$3.5M +$72.7K +742 +2%
CCM
783
Charter Capital Management
Wisconsin
$3.46M +$3.42M +34,873 New
NI
784
NYL Investors
New York
$3.46M -$112K -1,148 -3%
CVM
785
Cheviot Value Management
California
$3.45M +$27.3K +279 +0.8%
CIS
786
Continental Investors Services
Washington
$3.45M +$243K +2,476 +8%
ATC
787
Adirondack Trust Company
New York
$3.45M +$300K +3,063 +10%
SA
788
Sovran Advisors
California
$3.43M +$2.4M +24,533 +236%
CMAI
789
Capital Management Associates Inc
Minnesota
$3.4M -$2.5M -25,520 -43%
EB
790
Exchange Bank
California
$3.4M -$498K -5,078 -13%
WCP
791
Wealthcare Capital Partners
Pennsylvania
$3.36M +$179K +1,831 +6%
AWM
792
Accel Wealth Management
Iowa
$3.31M -$127K -1,296 -4%
MWA
793
Merkkuri Wealth Advisors
New York
$3.3M +$110K +1,120 +3%
TL
794
Tradewinds LLC
North Carolina
$3.3M +$2.64M +26,975 +427%
EAMA
795
EFG Asset Management (Americas)
Florida
$3.28M +$3.24M +33,064 New
VIPI
796
Vista Investment Partners II
Indiana
$3.28M -$627K -6,396 -16%
WMA
797
Wealth Management Associates
New Jersey
$3.27M +$122K +1,241 +4%
PTC
798
Private Trust Company
Ohio
$3.25M -$661K -6,745 -17%
LL
799
LPWM LLC
Minnesota
$3.23M -$66.3K -677 -2%
GFP
800
Gryphon Financial Partners
Ohio
$3.22M -$10.7K -109 -0.3%

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.