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iShares Core US Aggregate Bond ETF
AGG

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: 1,903 → 1,924 (+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: 353 → 337 (-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

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$979M
2
Wells Fargo
Wells Fargo
California
+$806M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$490M
4
BlackRock
BlackRock
New York
+$410M
5
USAA
United Services Automobile Association
Texas
+$407M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.9B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.14B
3
FCBT
First Citizens Bank & Trust
North Carolina
-$914M
4
Jane Street
Jane Street
New York
-$441M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$396M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
Stockman Wealth Management
Montana
$2.66M +$546K +5,506 +26%
OAM
877
Occidental Asset Management
California
$2.66M +$49.9K +503 +2%
FW
878
Fairway Wealth
Ohio
$2.66M +$64.9K +654 +3%
SHFA
879
SC&H Financial Advisors
Maryland
$2.65M +$400K +4,027 +18%
BCM
880
Beaumont Capital Management
Massachusetts
$2.64M +$52.3K +527 +2%
EF
881
Envision Financial
Wisconsin
$2.64M +$354K +3,567 +16%
CW
882
Cooksen Wealth
Texas
$2.63M +$125K +1,256 +5%
MWM
883
Meridian Wealth Management
Kentucky
$2.63M +$602K +6,072 +30%
DA
884
Denali Advisors
California
$2.62M -$287K -2,893 -10%
LWM
885
Lionsbridge Wealth Management
Florida
$2.6M -$4.07M -41,039 -61%
RTC
886
Riverview Trust Company
Washington
$2.59M – – –
CTWM
887
Cherry Tree Wealth Management
Minnesota
$2.58M -$13.7K -138 -0.5%
CCG
888
Cypress Capital Group
Florida
$2.58M +$194K +1,954 +8%
CLGM
889
Capitolis Liquid Global Markets
New York
$2.55M -$8.83M -89,000 -78%
RPCA
890
Running Point Capital Advisors
California
$2.53M +$154K +1,553 +7%
IG
891
IFS Group
Pennsylvania
$2.53M +$2.5M +25,221 New
CWP
892
Cyndeo Wealth Partners
Florida
$2.52M +$170K +1,711 +7%
IAS
893
Integrity Advisory Solutions
Texas
$2.51M +$2.49M +25,071 New
M1FG
894
Mach-1 Financial Group
Arkansas
$2.51M +$2.49M +25,071 New
LIM
895
Leavell Investment Management
Alabama
$2.51M +$119K +1,196 +5%
TPW
896
Turn8 Private Wealth
$2.51M -$373K -3,764 -13%
MWM
897
McNaughton Wealth Management
California
$2.51M +$19.8K +200 +0.8%
CWM
898
Core Wealth Management
Florida
$2.49M -$181K -1,824 -7%
MWPCG
899
Measured Wealth Private Client Group
New Hampshire
$2.49M -$27.3K -275 -1%
NAM
900
NTV Asset Management
West Virginia
$2.49M +$177K +1,786 +8%
34 35
36
37 38

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.