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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
MCA
1026
Magnolia Capital Advisors
Mississippi
$1.48M
AIS
1027
American Investment Services
Massachusetts
$1.48M +$40.3K +411 +3%
SC
1028
Sepio Capital
Utah
$1.47M +$489K +4,986 +50%
WAAG
1029
Wealth Alliance Advisory Group
Kansas
$1.47M -$17.9K -183 -1%
KBFS
1030
Kohmann Bosshard Financial Services
Ohio
$1.47M +$148K +1,510 +11%
SWM
1031
Sentinel Wealth Management
Virginia
$1.46M +$1.44M +14,698 New
FWM
1032
Fonville Wealth Management
Virginia
$1.45M +$146K +1,488 +11%
ACI
1033
Alpha Cubed Investments
California
$1.44M +$686K +6,999 +93%
RW
1034
Rede Wealth
Virginia
$1.43M +$105K +1,071 +8%
NEPWA
1035
New England Private Wealth Advisors
Massachusetts
$1.42M
P
1036
Pitcairn
Pennsylvania
$1.42M -$752K -7,673 -35%
NWM
1037
Navigation Wealth Management
Colorado
$1.41M +$1.17M +11,947 +517%
Bessemer Group
1038
Bessemer Group
New Jersey
$1.41M -$35K -357 -2%
PFA
1039
Pathway Financial Advisors
Vermont
$1.4M -$120K -1,226 -8%
CTC
1040
Central Trust Company
Missouri
$1.39M +$1.13M +11,522 +458%
OCM
1041
Objective Capital Management
Ohio
$1.39M -$76.5K -781 -5%
GC
1042
GatePass Capital
Ohio
$1.39M -$12.1K -123 -0.9%
MAM
1043
Milestone Asset Management
Pennsylvania
$1.39M +$913K +9,320 +198%
DWP
1044
Daymark Wealth Partners
Ohio
$1.39M -$45.9K -468 -3%
SP
1045
Sequent Planning
Nebraska
$1.39M +$371K +3,787 +37%
PCM
1046
Presidio Capital Management
California
$1.38M -$27.4K -280 -2%
CFP
1047
Cascade Financial Partners
California
$1.37M -$130K -1,323 -9%
CI
1048
CPR Investments
Michigan
$1.37M +$37.5K +383 +3%
SCP
1049
Stevens Capital Partners
Nebraska
$1.36M -$411K -4,196 -23%
CRC
1050
Curi RMB Capital
Illinois
$1.36M +$78.2K +798 +6%

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.