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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
SFC
1101
Summit Financial Consulting
Michigan
$1.13M +$32.4K +331 +3%
TTWM
1102
TCV Trust & Wealth Management
Virginia
$1.12M
YWM
1103
Yukon Wealth Management
Kansas
$1.12M +$99.8K +1,019 +10%
AW
1104
Avion Wealth
Texas
$1.12M -$407K -4,157 -27%
HS
1105
Horan Securities
United States
$1.11M +$119K +1,217 +12%
VFG
1106
V2 Financial group
Illinois
$1.11M -$26.2K -267 -2%
RIA
1107
Realta Investment Advisors
Delaware
$1.11M -$108K -1,106 -9%
NFW
1108
Noble Family Wealth
Florida
$1.1M +$142K +1,450 +15%
EIP
1109
Ellis Investment Partners
Pennsylvania
$1.1M -$44.1K -450 -4%
Q1WB
1110
Quest 10 Wealth Builders
Virginia
$1.1M -$84.8K -865 -7%
PCA
1111
Providence Capital Advisors
North Carolina
$1.09M +$22.9K +234 +2%
TFGT
1112
TS Financial Group (TSFG)
Illinois
$1.09M -$50.1K -511 -4%
PFG
1113
Pacific Financial Group
Washington
$1.09M +$84.6K +863 +9%
SIS
1114
Sound Income Strategies
Florida
$1.09M -$373K -3,811 -26%
LA
1115
Lifeworks Advisors
Michigan
$1.09M
AWC
1116
Abundance Wealth Counselors
Pennsylvania
$1.09M -$78.6K -802 -7%
SSWM
1117
Sheets Smith Wealth Management
North Carolina
$1.08M -$48.6K -496 -4%
RTL
1118
Red Tortoise LLC
Georgia
$1.08M +$56.8K +580 +6%
AWM
1119
Aprio Wealth Management
Georgia
$1.08M -$103K -1,056 -9%
GFA
1120
Gladwyn Financial Advisors
Virginia
$1.07M +$1.06M +10,773 New
TF
1121
TME Financial
California
$1.07M +$84.8K +865 +9%
PI
1122
PineBridge Investments
New York
$1.06M
SHJ
1123
Sharkey, Howes & Javer
Colorado
$1.06M -$2.86M -29,233 -73%
AAG
1124
Armstrong Advisory Group
Massachusetts
$1.05M +$196K +2,004 +23%
SGCA
1125
Steel Grove Capital Advisors
Tennessee
$1.05M

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.