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iShares Core US Aggregate Bond ETF

1,924 hedge funds and large institutions have $116B invested in iShares Core US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 959 increasing their positions, 594 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.08M

61% more repeat investments, than reductions

Existing positions increased: 959 | Existing positions reduced: 594

59% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,9031,924 (+21)

1% less capital invested

Capital invested by funds: $117B → $116B (-$940M)

2.91% less ownership

Funds ownership: 93.16%90.25% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 353337 (-16)

Holders
1,924
Holders Change
+21
Holders Change %
+1.1%
% of All Funds
25.25%
Holding in Top 10
337
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.53%
% of All Funds
4.42%
New
156
Increased
959
Reduced
594
Closed
98
Calls
$17.8M
Puts
$2.08M
Net Calls
+$15.7M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAWM
801
Bennett Associates Wealth Management
Pennsylvania
$3.53M +$370K +3,733 +12%
FSG
802
Financial Strategies Group
Michigan
$3.51M -$84.4K -851 -2%
WMA
803
Wealth Management Associates
New Jersey
$3.49M +$183K +1,841 +6%
NI
804
NYL Investors
New York
$3.48M -$17.5K -176 -0.5%
PR
805
Payden & Rygel
California
$3.46M +$3.43M +34,542 New
CAM
806
Chandler Asset Management
California
$3.46M +$1.35M +13,578 +65%
LL
807
LPWM LLC
Minnesota
$3.43M +$158K +1,592 +5%
ATC
808
Adirondack Trust Company
New York
$3.42M -$64.2K -647 -2%
DTC
809
Davidson Trust Company
Washington
$3.37M +$661K +6,664 +25%
RT
810
Rockland Trust
Massachusetts
$3.37M +$3.33M +33,583 New
TA
811
TFB Advisors
Kansas
$3.33M +$428K +4,316 +15%
FNBT
812
FineMark National Bank & Trust
Florida
$3.27M +$929K +9,361 +40%
SW
813
Simplicity Wealth
New Jersey
$3.27M -$933K -9,405 -22%
VIPI
814
Vista Investment Partners II
Indiana
$3.26M -$50.3K -507 -2%
AWA
815
Aletheian Wealth Advisors
Washington
$3.25M
SMC
816
Smith, Moore & Co
Missouri
$3.25M -$361K -3,635 -10%
SIAM
817
Sterling Investment Advisors (Missouri)
Missouri
$3.24M +$128K +1,294 +4%
GBWM
818
Granite Bay Wealth Management
New Hampshire
$3.2M +$282K +2,845 +10%
GFP
819
Gryphon Financial Partners
Ohio
$3.19M -$60.9K -614 -2%
MT
820
Midwest Trust
Kansas
$3.17M -$434K -4,375 -12%
MFS
821
Madrona Financial Services
Washington
$3.16M +$135K +1,356 +4%
FWP
822
Family Wealth Partners
North Carolina
$3.16M -$28.5K -287 -0.9%
SYBT
823
Stock Yards Bank & Trust
Kentucky
$3.15M -$50.8K -512 -2%
ASBI
824
American State Bank (Iowa)
Iowa
$3.15M -$969K -9,766 -24%
OPWM
825
Oxinas Partners Wealth Management
Indiana
$3.14M +$246K +2,482 +9%

AGG Hedge Fund Activity: Q3 2025 in Review

1,924 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2025, worth a combined $116B — down 0.8% from $117B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new AGG positions and 98 closed out — a net gain of 58 holders — while 959 added to existing stakes and 594 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $979M. The largest seller was Envestnet Asset Management, cutting an estimated $1.9B.

  • 1,924 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2025, up from 1,903 in Q2 2025.
  • Funds reported $116B of iShares Core US Aggregate Bond ETF stock for Q3 2025, down 0.8% quarter-over-quarter.
  • 156 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2025 and 98 closed out, a net change of +58 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $979M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $1.9B sold.

Based on aggregated 13F filings for Q3 2025.