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iShares Core US Aggregate Bond ETF
AGG

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: 1,903 → 1,924 (+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: 353 → 337 (-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

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$979M
2
Wells Fargo
Wells Fargo
California
+$806M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$490M
4
BlackRock
BlackRock
New York
+$410M
5
USAA
United Services Automobile Association
Texas
+$407M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.9B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.14B
3
FCBT
First Citizens Bank & Trust
North Carolina
-$914M
4
Jane Street
Jane Street
New York
-$441M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$396M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
1001
FSA Investment Group
Florida
$1.68M -$68K -685 -4%
BCM
1002
Bourgeon Capital Management
Connecticut
$1.68M +$90.8K +915 +6%
CWM
1003
Cahaba Wealth Management
Georgia
$1.68M -$151M -1,526,643 -99%
CA
1004
Clune & Associates
Illinois
$1.67M +$64.7K +652 +4%
WFA
1005
WestHill Financial Advisors
California
$1.67M +$131K +1,321 +9%
WAAG
1006
Wealth Alliance Advisory Group
Kansas
$1.67M +$180K +1,819 +12%
CCA
1007
Carrera Capital Advisors
Michigan
$1.67M +$150K +1,513 +10%
BBWP
1008
Beacon Bridge Wealth Partners
Pennsylvania
$1.66M +$11.4K +115 +0.7%
SWM
1009
Sentinel Wealth Management
Virginia
$1.66M +$180K +1,816 +12%
DMIC
1010
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.65M +$88.6K +893 +6%
HKIM
1011
Hayek Kallen Investment Management
Alabama
$1.65M -$7.44K -75 -0.5%
MFS
1012
Miller Financial Services
Michigan
$1.65M -$5.06K -51 -0.3%
BC
1013
Bakala Capital
South Carolina
$1.64M +$65.8K +663 +4%
AIS
1014
American Investment Services
Massachusetts
$1.64M +$142K +1,429 +10%
Optiver Holding
1015
Optiver Holding
Netherlands
$1.63M +$1.62M +16,287 New
IIC
1016
Ironwood Investment Counsel
Arizona
$1.63M -$233K -2,346 -13%
CFG
1017
Carr Financial Group
Massachusetts
$1.6M -$54.1K -545 -3%
TFA
1018
Transamerica Financial Advisors
Florida
$1.6M +$82.6K +833 +6%
AUB
1019
Atlantic Union Bankshares
Virginia
$1.59M -$329K -3,316 -17%
FWM
1020
Fonville Wealth Management
Virginia
$1.59M +$120K +1,208 +8%
NP
1021
Nilsine Partners
Colorado
$1.58M -$146K -1,469 -9%
Nomura Asset Management
1022
Nomura Asset Management
Japan
$1.58M -$1.18M -11,850 -43%
EIA
1023
Edgemoor Investment Advisors
Maryland
$1.58M -$667K -6,725 -30%
BP
1024
Ballentine Partners
Massachusetts
$1.57M – – –
SC
1025
Schiavi & Co
Delaware
$1.56M – – –
39 40
41
42 43

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.