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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
CF
1001
Clarity Financial
Texas
$1.62M -$167K -1,701 -9%
BIS
1002
BG Investment Services
Guam
$1.61M -$345K -3,516 -18%
RWM
1003
RBA Wealth Management
California
$1.6M -$36.1K -368 -2%
HWMC
1004
Heritage Wealth Management (California)
California
$1.59M -$1.86K -19 -0.1%
CA
1005
Clune & Associates
Illinois
$1.59M +$2.84K +29 +0.2%
DCC
1006
Dow Chemical Company
Michigan
$1.58M
BCM
1007
Bourgeon Capital Management
Connecticut
$1.57M +$77.1K +787 +5%
SWA
1008
Sax Wealth Advisors
New Jersey
$1.57M -$58.9K -601 -4%
BC
1009
Bakala Capital
South Carolina
$1.56M -$73.7K -752 -5%
BP
1010
Ballentine Partners
Massachusetts
$1.56M +$17.1K +174 +1%
DMIC
1011
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.55M
AIM
1012
Acropolis Investment Management
Missouri
$1.54M -$64.3K -656 -4%
SC
1013
Schiavi & Co
Delaware
$1.54M -$39K -398 -2%
LWM
1014
LongView Wealth Management
Georgia
$1.54M +$275K +2,802 +22%
CWM
1015
Connecticut Wealth Management
Connecticut
$1.53M -$506K -5,161 -25%
WCM
1016
Wealthcare Capital Management
Virginia
$1.53M -$132K -1,352 -8%
DP
1017
Dearborn Partners
Illinois
$1.53M +$67.8K +692 +5%
WFA
1018
WestHill Financial Advisors
California
$1.52M +$40.3K +411 +3%
WF
1019
Welch & Forbes
Massachusetts
$1.51M +$89.9K +917 +6%
HCM
1020
Howland Capital Management
Massachusetts
$1.5M +$115K +1,176 +8%
CCA
1021
Carrera Capital Advisors
Michigan
$1.5M +$130K +1,323 +10%
TFA
1022
Transamerica Financial Advisors
Florida
$1.5M -$6.17K -63 -0.4%
PB
1023
Pinnacle Bancorp
Nebraska
$1.49M -$72.6K -741 -5%
GF
1024
Gries Financial
Ohio
$1.49M -$1.62M -16,570 -52%
LGWM
1025
Litman Gregory Wealth Management
California
$1.49M -$23.9K -244 -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.