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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
DI
951
Diligent Investors
California
$2.04M -$188K -1,897 -9%
BWM
952
Boyd Wealth Management
California
$2.01M -$32.9M -331,486 -94%
BW
953
Blalock Williams
Alabama
$2M +$941K +9,481 +90%
NFP
954
Narus Financial Partners
Utah
$1.98M +$48.7K +491 +3%
CB
955
Chris Bulman
California
$1.98M -$617K -6,221 -24%
OFS
956
Orrstown Financial Services
Pennsylvania
$1.97M +$43.9K +442 +2%
HWMO
957
Heritage Wealth Management (Ohio)
Ohio
$1.97M +$230K +2,321 +13%
TRCT
958
Tower Research Capital (TRC)
New York
$1.97M -$14.5M -146,023 -88%
TC
959
Trilogy Capital
California
$1.96M -$6.15K -62 -0.3%
LHWM
960
Lake Hills Wealth Management
Texas
$1.96M +$51.1K +515 +3%
IIC
961
Integrated Investment Consultants
Michigan
$1.96M -$8.53K -86 -0.4%
NL
962
NVWM LLC
Pennsylvania
$1.95M +$128K +1,287 +7%
GFA
963
Gallagher Fiduciary Advisors
Illinois
$1.93M -$138M -1,393,547 -99%
SA
964
Skyline Advisors
Washington
$1.91M +$23K +232 +1%
CPRC
965
Consolidated Portfolio Review Corp
New York
$1.91M -$43.2K -435 -2%
LCM
966
Lazari Capital Management
California
$1.9M -$44.1K -444 -2%
RFA
967
Register Financial Advisors
Georgia
$1.89M +$166K +1,670 +10%
RFG
968
Range Financial Group
Oregon
$1.89M +$43K +433 +2%
ECM
969
Evergreen Capital Management
Washington
$1.88M +$23.9K +241 +1%
BI
970
Ballast Inc
Kentucky
$1.88M +$54.2K +546 +3%
WDG
971
Wealth Dimensions Group
Ohio
$1.88M +$41.7K +420 +2%
NFG
972
Nations Financial Group
Iowa
$1.87M +$132K +1,333 +8%
BWP
973
Balboa Wealth Partners
Arizona
$1.87M +$72.8K +734 +4%
SC
974
Sierra Capital
Florida
$1.87M +$51.1K +515 +3%
VF
975
Vawter Financial
Ohio
$1.86M +$1.84M +18,593 New

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.