We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

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: 1,9031,924 (+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: 353337 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1026
Beam Wealth Advisors
Louisiana
$1.55M -$313K -3,157 -17%
FNT
1027
First National Trust
Pennsylvania
$1.55M +$177K +1,786 +13%
JF
1028
Jump Financial
Illinois
$1.54M +$1.53M +15,402 New
PB
1029
Pinnacle Bancorp
Nebraska
$1.54M +$32.6K +329 +2%
CAL
1030
Capital Analysts LLC
Pennsylvania
$1.53M +$528K +5,320 +54%
SW
1031
SlateStone Wealth
Florida
$1.51M -$263K -2,650 -15%
KBFS
1032
Kohmann Bosshard Financial Services
Ohio
$1.51M +$27.9K +281 +2%
MP
1033
McDonald Partners
Ohio
$1.51M +$142K +1,428 +11%
XT
1034
XTX Topco
Cayman Islands
$1.5M +$1.49M +14,994 New
AQR Capital Management
1035
AQR Capital Management
Connecticut
$1.5M +$1.03M +10,372 +226%
GF
1036
Gries Financial
Ohio
$1.5M -$3.27K -33 -0.2%
MCA
1037
Magnolia Capital Advisors
Mississippi
$1.5M -$4.96K -50 -0.3%
GC
1038
GatePass Capital
Ohio
$1.5M +$88.9K +896 +6%
CWA
1039
Crux Wealth Advisors
California
$1.49M -$201K -2,026 -12%
AWM
1040
Avior Wealth Management
Nebraska
$1.49M -$196K -1,973 -12%
AWA
1041
Arkadios Wealth Advisors
Georgia
$1.49M +$205K +2,069 +16%
BL
1042
BFSG LLC
California
$1.49M +$872K +8,784 +145%
AWA
1043
Archvest Wealth Advisors
California
$1.47M -$303K -3,051 -17%
LGWM
1044
Litman Gregory Wealth Management
California
$1.46M -$38.7K -390 -3%
WCM
1045
Wealthcare Capital Management
Virginia
$1.46M -$83K -837 -5%
ACI
1046
Alpha Cubed Investments
California
$1.45M -$4.86K -49 -0.3%
NEPWA
1047
New England Private Wealth Advisors
Massachusetts
$1.45M
AC
1048
Apella Capital
Connecticut
$1.44M +$1.41M +14,239 New
RL
1049
Retireful LLC
Michigan
$1.43M +$1.42M +14,282 New
OCM
1050
Objective Capital Management
Ohio
$1.43M +$22.9K +231 +2%

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.