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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
SWM
926
Stockman Wealth Management
Montana
$2.08M -$109K -1,109 -5%
CAM
927
Chandler Asset Management
California
$2.07M
PP
928
Prudential plc
United Kingdom
$2.07M +$419K +4,280 +26%
BCM
929
Becker Capital Management
Oregon
$2.06M -$184K -1,880 -8%
AM
930
Atwater Malick
Pennsylvania
$2.04M +$21K +214 +1%
LFG
931
Larson Financial Group
Missouri
$2.01M -$58.5K -597 -3%
NCM
932
New Capital Management
Texas
$2.01M -$5.32M -54,247 -73%
MWM
933
Meridian Wealth Management
Kentucky
$2M +$124K +1,263 +7%
GWM
934
GSB Wealth Management
Connecticut
$1.98M -$27.3K -279 -1%
CWP
935
Core Wealth Partners
California
$1.98M +$1.95M +19,945 New
WMA
936
West Michigan Advisors
Michigan
$1.96M -$33.9K -346 -2%
TC
937
Trilogy Capital
California
$1.95M -$15.7K -160 -0.8%
DF
938
Dunhill Financial
United Kingdom
$1.95M +$216K +2,206 +13%
IIC
939
Integrated Investment Consultants
Michigan
$1.94M +$44.8K +457 +2%
CPRC
940
Consolidated Portfolio Review Corp
New York
$1.93M +$792K +8,078 +71%
LCM
941
Lazari Capital Management
California
$1.92M +$42K +429 +2%
BIG
942
Brookwood Investment Group
Arizona
$1.92M +$1.64M +16,761 +638%
TA
943
Tactive Advisors
Florida
$1.92M +$1.9M +19,370 New
EPW
944
Endeavor Private Wealth
Kansas
$1.92M -$323K -3,299 -15%
NFP
945
Narus Financial Partners
Utah
$1.91M +$17.4K +178 +0.9%
OFS
946
Orrstown Financial Services
Pennsylvania
$1.91M -$154K -1,575 -8%
JFG
947
JMG Financial Group
Illinois
$1.91M +$1.23M +12,557 +188%
AUB
948
Atlantic Union Bankshares
Virginia
$1.9M +$1.88M +19,189 New
GVCM
949
Global View Capital Management
Wisconsin
$1.89M -$119K -1,218 -6%
LHWM
950
Lake Hills Wealth Management
Texas
$1.89M -$42.7K -436 -2%

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.