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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
AFA
1051
Alpha Financial Advisors
North Carolina
$1.36M +$147K +1,500 +12%
FNT
1052
First National Trust
Pennsylvania
$1.35M +$882K +8,997 +194%
MP
1053
McDonald Partners
Ohio
$1.35M +$1.33M +13,600 New
GPA
1054
Garrison Point Advisors
California
$1.35M -$3.92K -40 -0.3%
WRPWM
1055
Werba Rubin Papier Wealth Management
California
$1.33M +$47.1K +481 +4%
QCM
1056
Quantinno Capital Management
New York
$1.33M +$92.4K +943 +8%
SMA
1057
Sage Mountain Advisors
Georgia
$1.33M -$123K -1,256 -9%
HWM
1058
Horizons Wealth Management
North Carolina
$1.3M +$28.1K +287 +2%
MFG
1059
Mainsail Financial Group
Washington
$1.3M +$151K +1,536 +13%
PWMAG
1060
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M -$2.16K -22 -0.2%
CCM
1061
Conway Capital Management
California
$1.29M +$1.28M +13,044 New
AWM
1062
Ariadne Wealth Management
California
$1.29M
DFA
1063
Davies Financial Advisors
California
$1.29M +$1.27M +12,961 New
PWG
1064
Private Wealth Group
Florida
$1.29M
LJAC
1065
L.J. Altfest & Co
New York
$1.28M +$10.1K +103 +0.8%
LF
1066
Lee Financial
Texas
$1.27M +$114K +1,167 +10%
LMKC
1067
L.M. Kohn & Company
Ohio
$1.27M +$1.26M +12,815 New
LWA
1068
LifeGoal Wealth Advisors
New York
$1.27M +$119K +1,219 +11%
AWA
1069
Arkadios Wealth Advisors
Georgia
$1.27M +$113K +1,157 +10%
GS
1070
GWN Securities
Florida
$1.26M -$16.1M -164,279 -93%
MWS
1071
MFA Wealth Services
California
$1.26M +$26.5K +270 +2%
WAM
1072
Worth Asset Management
Texas
$1.26M +$489K +4,993 +65%
CIA
1073
Capital Investment Advisors
Georgia
$1.26M -$166K -1,699 -12%
FWA
1074
FOCUS Wealth Advisors
Texas
$1.25M
BMA
1075
Brooks Moore & Associates
Tennessee
$1.24M +$19.6K +200 +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.