We are live on ! Find out more
AGG icon

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
BCA
851
Bay Colony Advisors
Massachusetts
$2.91M +$2.21M +22,324 +335%
ANBT
852
American National Bank & Trust
Texas
$2.89M +$41.4K +417 +1%
UCB
853
United Community Bank
South Carolina
$2.88M +$1.11M +11,231 +64%
VFS
854
Valpey Financial Services
New Hampshire
$2.87M +$61.9K +624 +2%
FIB
855
First Interstate Bank
Montana
$2.85M -$16.9K -170 -0.6%
HPM
856
Hoxton Planning & Management
West Virginia
$2.83M -$154K -1,551 -5%
MFIM
857
Mesirow Financial Investment Management
Illinois
$2.83M +$341K +3,434 +14%
AMG
858
Asset Management Group
Connecticut
$2.81M +$25K +252 +0.9%
PWW
859
Pettyjohn Wood & White
Virginia
$2.79M +$67.5K +680 +3%
SIA
860
Soltis Investment Advisors
Utah
$2.79M +$291K +2,936 +12%
AM
861
Atwater Malick
Pennsylvania
$2.77M +$697K +7,030 +34%
PG
862
Patten Group
Tennessee
$2.77M +$408K +4,114 +18%
TIM
863
Total Investment Management
Arizona
$2.77M -$53.3K -537 -2%
PTC
864
Private Trust Company
Ohio
$2.76M -$523K -5,267 -16%
SFC
865
SYM Financial Corp
Indiana
$2.74M +$335K +3,372 +14%
TWP
866
Triad Wealth Partners
Kansas
$2.73M +$162K +1,629 +6%
DWA
867
Delos Wealth Advisors
Texas
$2.73M +$248K +2,500 +10%
EAMA
868
EFG Asset Management (Americas)
Florida
$2.72M -$586K -5,910 -18%
WA
869
Westfuller Advisors
New York
$2.72M +$2M +20,129 +287%
Retirement Systems of Alabama
870
Retirement Systems of Alabama
Alabama
$2.72M +$142K +1,431 +6%
SI
871
Saxon Interests
Texas
$2.71M -$121K -1,224 -4%
RSF
872
Rik Saylor Financial
Ohio
$2.68M -$4.37K -44 -0.2%
SA
873
Stewardship Advisors
Pennsylvania
$2.66M +$148K +1,487 +6%
SPW
874
Surience Private Wealth
Washington
$2.66M +$2.64M +26,569 New
DWS
875
Discipline Wealth Solutions
South Carolina
$2.66M +$809K +8,157 +44%

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.