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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
AWA
976
Archvest Wealth Advisors
California
$1.75M -$2.28M -23,245 -57%
UCB
977
United Community Bank
South Carolina
$1.74M +$23.3K +238 +1%
AI
978
Auour Investments
Massachusetts
$1.74M -$280K -2,859 -14%
FIG
979
FSA Investment Group
Florida
$1.74M -$43K -439 -2%
HWMO
980
Heritage Wealth Management (Ohio)
Ohio
$1.72M +$109K +1,110 +7%
NFG
981
Nations Financial Group
Iowa
$1.71M +$140K +1,425 +9%
NCFG
982
New Century Financial Group
New Jersey
$1.71M +$1.2M +12,205 +241%
NP
983
Nilsine Partners
Colorado
$1.71M -$176K -1,798 -9%
SB
984
Strategic Blueprint
Georgia
$1.71M +$56.6K +578 +3%
EAM
985
Empirical Asset Management
Massachusetts
$1.71M +$32K +327 +2%
RFA
986
Register Financial Advisors
Georgia
$1.71M +$146K +1,488 +9%
BA
987
Bellwether Advisors
Nebraska
$1.71M -$39.7K -405 -2%
EGM
988
Engineers Gate Manager
New York
$1.7M +$1.68M +17,183 New
OE
989
October Effect
Virginia
$1.69M +$1.67M +17,067 New
HFF
990
Halter Ferguson Financial
Indiana
$1.68M -$1.86K -19 -0.1%
CWA
991
Crux Wealth Advisors
California
$1.68M -$1.08M -11,004 -39%
AWM
992
Avior Wealth Management
Nebraska
$1.67M +$165K +1,681 +11%
VAG
993
Vannoy Advisory Group
Texas
$1.66M +$16K +163 +1%
Koshinski Asset Management
994
Koshinski Asset Management
Illinois
$1.65M -$306K -3,121 -16%
HKIM
995
Hayek Kallen Investment Management
Alabama
$1.64M -$131K -1,332 -7%
CFG
996
Carr Financial Group
Massachusetts
$1.64M -$36.3K -370 -2%
MFS
997
Miller Financial Services
Michigan
$1.64M -$34.9K -356 -2%
BBWP
998
Beacon Bridge Wealth Partners
Pennsylvania
$1.63M -$511K -5,210 -24%
AWM
999
Avondale Wealth Management
Texas
$1.63M -$6.59M -67,289 -80%
VAMG
1000
Voisard Asset Management Group
Michigan
$1.63M -$2.28M -23,250 -59%

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.