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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
AWA
801
Aletheian Wealth Advisors
Washington
$3.22M -$15.3K -156 -0.5%
IA
802
IFG Advisory
Georgia
$3.21M +$68.4K +698 +2%
SYBT
803
Stock Yards Bank & Trust
Kentucky
$3.17M -$580K -5,920 -16%
FWP
804
Family Wealth Partners
North Carolina
$3.16M -$465K -4,744 -13%
SA
805
Sincerus Advisory
New York
$3.13M +$103K +1,052 +3%
BAWM
806
Bennett Associates Wealth Management
Pennsylvania
$3.13M -$25.6K -261 -0.8%
First Trust Advisors
807
First Trust Advisors
Illinois
$3.1M -$60.6K -618 -2%
SIAM
808
Sterling Investment Advisors (Missouri)
Missouri
$3.08M -$229K -2,341 -7%
MW
809
Maia Wealth
Colorado
$3.07M +$235K +2,400 +8%
ANTB
810
AMG National Trust Bank
Colorado
$3.07M -$162K -1,656 -5%
CFGF
811
Compass Financial Group (Florida)
Florida
$3.07M -$46.7K -477 -2%
MA
812
Maxele Advisors
Missouri
$3.07M -$21K -214 -0.7%
CAGAS
813
Capital Advisory Group Advisory Services
Minnesota
$3.05M -$115K -1,176 -4%
TWM
814
Thrive Wealth Management
Pennsylvania
$3.02M +$2.99M +30,488 New
HPBT
815
Hickory Point Bank & Trust
Illinois
$3.02M -$1.1M -11,190 -27%
AIM
816
Alhambra Investment Management
Florida
$3.02M -$19.5K -199 -0.6%
NCM
817
Northwest Capital Management
Oregon
$3.01M -$469K -4,790 -14%
MFS
818
Madrona Financial Services
Washington
$3M +$110K +1,123 +4%
DWM
819
DecisionMap Wealth Management
Virginia
$2.97M -$42.3K -432 -1%
WWA
820
Wingate Wealth Advisors
Massachusetts
$2.96M +$2.4M +24,525 +461%
HPM
821
Hoxton Planning & Management
West Virginia
$2.95M -$82.3K -840 -3%
AI
822
Accredited Investors
Minnesota
$2.95M -$152K -1,555 -5%
QCG
823
Quadrant Capital Group
Ohio
$2.94M -$80.6M -822,485 -97%
CA
824
CGN Advisors
Kansas
$2.92M +$23.7K +242 +0.8%
MA
825
Marquette Associates
Illinois
$2.91M -$3.26M -33,246 -53%

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.