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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
SIA
876
Soltis Investment Advisors
Utah
$2.47M -$69.7K -711 -3%
MWM
877
McNaughton Wealth Management
California
$2.46M +$276K +2,814 +13%
MFIM
878
Mesirow Financial Investment Management
Illinois
$2.46M +$1.02M +10,411 +72%
DWA
879
Delos Wealth Advisors
Texas
$2.45M -$596K -6,084 -20%
ISB
880
Iowa State Bank
Iowa
$2.43M -$373K -3,808 -13%
CKAIS
881
Christensen King & Associates Investment Services
Washington
$2.43M -$68.4K -698 -3%
AWM
882
Austin Wealth Management
Texas
$2.41M +$2.39M +24,394 New
IWA
883
Invera Wealth Advisors
Oregon
$2.41M +$145K +1,476 +6%
NS
884
NBC Securities
Alabama
$2.38M +$140K +1,427 +6%
IAIM
885
International Assets Investment Management
Florida
$2.38M +$107K +1,093 +5%
EWA
886
EverSource Wealth Advisors
Alabama
$2.38M +$1.21M +12,326 +106%
GM
887
GeoWealth Management
Illinois
$2.38M +$856K +8,732 +57%
SFC
888
SYM Financial Corp
Indiana
$2.38M -$10.7M -109,205 -82%
LIM
889
Leavell Investment Management
Alabama
$2.37M +$72.4K +739 +3%
CCG
890
Cypress Capital Group
Florida
$2.36M +$201K +2,056 +9%
RPCA
891
Running Point Capital Advisors
California
$2.35M +$51.3K +524 +2%
Renaissance Technologies
892
Renaissance Technologies
New York
$2.35M +$2.32M +23,700 New
NBWM
893
North Berkeley Wealth Management
California
$2.34M +$287K +2,929 +14%
PG
894
Patten Group
Tennessee
$2.33M +$130K +1,324 +6%
PWAM
895
Private Wealth Asset Management
Iowa
$2.33M -$97.4K -994 -4%
ML
896
McAdam LLC
Pennsylvania
$2.33M -$2.01M -20,549 -47%
CWP
897
Cyndeo Wealth Partners
Florida
$2.33M -$77.1K -787 -3%
CWM
898
C2C Wealth Management
Arizona
$2.32M +$294 +3 +0%
FNBT
899
FineMark National Bank & Trust
Florida
$2.31M -$44.6K -455 -2%
AA
900
Alesco Advisors
New York
$2.29M -$76.8K -784 -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.