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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
AWM
76
Axxcess Wealth Management
California
$174M +$4.06M +41,470 +2%
COCM
77
Charter Oak Capital Management
New Hampshire
$169M +$3.9M +39,847 +2%
Comerica Bank
78
Comerica Bank
Texas
$160M +$93.3M +951,724 +145%
KWM
79
Kingsview Wealth Management
Oregon
$158M +$31.3M +319,044 +25%
CAAS
80
Capital Asset Advisory Services
Michigan
$158M +$1.25M +12,784 +0.8%
CWM
81
Cahaba Wealth Management
Georgia
$153M -$1.04M -10,578 -0.7%
VAS
82
Vestmark Advisory Solutions
Massachusetts
$152M +$120M +1,224,041 +391%
DWM
83
Destination Wealth Management
California
$145M +$1.35M +13,821 +1%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$141M +$2.43M +24,816 +2%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$140M
MML Investors Services
86
MML Investors Services
Massachusetts
$136M -$17.2M -175,398 -11%
WB
87
WesBanco Bank
West Virginia
$132M +$2.82M +28,769 +2%
ETC
88
Exchange Traded Concepts
Oklahoma
$130M +$128M +1,310,076 New
R
89
Rebalance
California
$129M +$249K +2,545 +0.2%
TW
90
Trajan Wealth
Arizona
$128M +$4.21M +42,957 +3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$123M +$6.25M +63,831 +5%
SPIA
92
Steward Partners Investment Advisory
New York
$123M +$9.18M +93,659 +8%
PS
93
Principal Securities
Iowa
$120M +$15.2M +154,690 +15%
SMFG
94
Sumitomo Mitsui Financial Group
Japan
$119M +$6.82M +69,647 +6%
HCM
95
Howard Capital Management
Georgia
$113M -$9.03M -92,138 -8%
Fisher Asset Management
96
Fisher Asset Management
Washington
$111M +$7.52M +76,751 +7%
MCCA
97
Mill Creek Capital Advisors
Pennsylvania
$109M -$12.2M -124,099 -10%
G
98
GenTrust
Florida
$109M -$19.8M -202,495 -16%
RWM
99
Ritholtz Wealth Management
New York
$106M +$6.75M +68,932 +7%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$106M +$39.4M +401,718 +61%

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.