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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
KWMG
1076
King Wealth Management Group
Florida
$1.24M -$37.4K -382 -3%
PGAM
1077
Princeton Global Asset Management
New Jersey
$1.23M -$57.1K -583 -4%
PWP
1078
Phillips Wealth Planners
Mississippi
$1.23M -$76.2K -778 -6%
ISL
1079
Ingalls & Snyder LLC
New York
$1.22M -$12.2K -125 -1%
FWM
1080
Forza Wealth Management
Florida
$1.22M
SWP
1081
Strategic Wealth Partners
Ohio
$1.22M +$1.21M +12,337 New
RIM
1082
Rockbridge Investment Management
New York
$1.22M -$32.7K -334 -3%
ACM
1083
AlphaStar Capital Management
North Carolina
$1.22M +$1.2M +12,271 New
TSWM
1084
Tyler-Stone Wealth Management
Ohio
$1.21M -$51.9K -530 -4%
SQA
1085
Simon Quick Advisors
New Jersey
$1.21M +$36.5K +372 +3%
DWT
1086
Dorsey & Whitney Trust
South Dakota
$1.21M
FA
1087
Fermata Advisors
California
$1.21M -$511K -5,216 -30%
JPG
1088
Jordan Park Group
California
$1.21M -$40.1K -409 -3%
KDA
1089
Kraft Davis & Associates
Missouri
$1.21M -$1.03M -10,549 -46%
SPF
1090
South Plains Financial
Texas
$1.21M +$201K +2,051 +20%
NAS
1091
Nicolet Advisory Services
Wisconsin
$1.2M +$856K +8,740 +260%
WA
1092
Wilshire Advisors
California
$1.2M -$25.5M -260,282 -96%
BP
1093
BBR Partners
New York
$1.19M -$3.33K -34 -0.3%
BCM
1094
Brookmont Capital Management
Texas
$1.18M +$1.37K +14 +0.1%
PA
1095
Procyon Advisors
Connecticut
$1.18M -$21.3K -217 -2%
AIA
1096
Affinity Investment Advisors
California
$1.18M
LSA
1097
Lion Street Advisors
Texas
$1.17M -$5.88K -60 -0.5%
UB
1098
UMB Bank
Missouri
$1.16M +$3.33K +34 +0.3%
WWM
1099
Western Wealth Management
Colorado
$1.15M +$52.6K +537 +5%
FPW
1100
Fairvoy Private Wealth
Alabama
$1.14M -$83.6K -853 -7%

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.