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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
NAM
901
NTV Asset Management
West Virginia
$2.28M -$96.5K -985 -4%
PA
902
Pinnacle Associates
New York
$2.27M -$20.3K -207 -0.9%
EF
903
Envision Financial
Wisconsin
$2.26M -$174K -1,771 -7%
MWM
904
Mission Wealth Management
California
$2.26M -$1.04M -10,575 -32%
GIA
905
Gladstone Institutional Advisory
Florida
$2.24M -$392K -4,001 -15%
LC
906
LCNB Corp
Ohio
$2.24M -$105K -1,072 -5%
EIA
907
Edgemoor Investment Advisors
Maryland
$2.23M -$60.8K -620 -3%
RWS
908
Retirement Wealth Solutions
Wisconsin
$2.22M +$79.1K +807 +4%
SHFA
909
SC&H Financial Advisors
Maryland
$2.22M +$130K +1,331 +6%
BFPW
910
BOK Financial Private Wealth
Colorado
$2.21M -$1.06M -10,863 -33%
DI
911
Diligent Investors
California
$2.2M -$2.63M -26,839 -55%
NWAG
912
Net Worth Advisory Group
Utah
$2.2M +$451K +4,606 +26%
SC
913
SouthState Corp
Florida
$2.18M -$149K -1,516 -6%
RWM
914
Rialto Wealth Management
New York
$2.18M +$55.1K +562 +3%
AWMS
915
Advocacy Wealth Management Services
Georgia
$2.18M
SAF
916
Smith Anglin Financial
Texas
$2.18M -$195K -1,989 -8%
MAWA
917
Moss Adams Wealth Advisors
Washington
$2.16M -$46.2K -471 -2%
PCWA
918
Pacific Capital Wealth Advisors
California
$2.14M -$2.44M -24,919 -53%
TSW
919
Thompson Siegel & Walmsley
Virginia
$2.13M +$78.7K +803 +4%
UAS
920
United Asset Strategies
New York
$2.13M -$521K -5,321 -20%
AWM
921
Aries Wealth Management
Maine
$2.13M +$89.8K +916 +4%
AWP
922
Ascent Wealth Partners
New York
$2.13M +$7.94K +81 +0.4%
ACP
923
Aviance Capital Partners
Florida
$2.1M +$186K +1,900 +10%
AWP
924
Axis Wealth Partners
Rhode Island
$2.09M -$683K -6,968 -25%
FGWP
925
Founders Grove Wealth Partners
Virginia
$2.09M +$2.07M +21,098 New

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.