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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
CFGF
826
Compass Financial Group (Florida)
Florida
$3.1M +$4.46K +45 +0.1%
First Trust Advisors
827
First Trust Advisors
Illinois
$3.1M -$33.1K -334 -1%
WWA
828
Wingate Wealth Advisors
Massachusetts
$3.1M +$108K +1,093 +4%
WSFG
829
Wall Street Financial Group
Illinois
$3.1M +$2.33M +23,458 +315%
WPW
830
Waldron Private Wealth
Pennsylvania
$3.09M -$1.11M -11,220 -27%
DWM
831
DecisionMap Wealth Management
Virginia
$3.07M +$69.5K +701 +2%
NAG
832
Northstar Advisory Group
New Jersey
$3.07M +$128K +1,291 +4%
CPL
833
CAP Partners LLC
Tennessee
$3.04M +$524K +5,281 +21%
CA
834
CGN Advisors
Kansas
$3.04M +$88.6K +893 +3%
GVCM
835
Global View Capital Management
Wisconsin
$3.04M +$1.12M +11,275 +59%
LRWA
836
Long Run Wealth Advisors
New York
$3.03M -$5.91M -59,534 -66%
CAGAS
837
Capital Advisory Group Advisory Services
Minnesota
$3.03M -$50.2K -506 -2%
AIM
838
Alhambra Investment Management
Florida
$3.01M -$37.6K -379 -1%
BIA
839
Bigelow Investment Advisors
Maine
$3.01M +$304K +3,068 +11%
NL
840
NDWM LLC
California
$3.01M +$148K +1,496 +5%
MW
841
Maia Wealth
Colorado
$3M -$96.3K -971 -3%
SB
842
Strategic Blueprint
Georgia
$3M +$1.26M +12,686 +74%
ANTB
843
AMG National Trust Bank
Colorado
$3M -$98.9K -997 -3%
USCWA
844
U.S. Capital Wealth Advisors
Texas
$3M +$2.24M +22,542 +306%
MFF
845
Michels Family Financial
Texas
$2.96M +$68K +685 +2%
HPBT
846
Hickory Point Bank & Trust
Illinois
$2.96M -$91.8K -925 -3%
PP
847
Prosperity Planning
Missouri
$2.96M
SW
848
SteelPeak Wealth
California
$2.95M +$2.5M +25,186 +599%
JSAM
849
J. Safra Asset Management
New York
$2.93M +$230K +2,315 +9%
AI
850
Accredited Investors
Minnesota
$2.92M -$55.9K -563 -2%

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.