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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
GFA
1126
Gladwyn Financial Advisors
Virginia
$1.11M +$33.1K +334 +3%
NFW
1127
Noble Family Wealth
Florida
$1.11M -$1.09K -11 -0.1%
Neuberger Berman Group
1128
Neuberger Berman Group
New York
$1.11M +$311K +3,137 +39%
AW
1129
Avion Wealth
Texas
$1.11M -$19.9K -201 -2%
TFGT
1130
TS Financial Group (TSFG)
Illinois
$1.1M -$2.48K -25 -0.2%
CWM
1131
Connecticut Wealth Management
Connecticut
$1.1M -$445K -4,489 -29%
AWM
1132
Aprio Wealth Management
Georgia
$1.1M +$11.3K +114 +1%
PFG
1133
Pacific Financial Group
Washington
$1.1M -$4.07K -41 -0.4%
AWC
1134
Abundance Wealth Counselors
Pennsylvania
$1.1M
RTL
1135
Red Tortoise LLC
Georgia
$1.1M +$6.65K +67 +0.6%
FWIA
1136
Fort Washington Investment Advisors
Ohio
$1.09M +$143K +1,438 +15%
FH
1137
FWG Holdings
Florida
$1.09M +$163K +1,641 +18%
BFA
1138
Brendel Financial Advisors
New Hampshire
$1.08M +$1.07M +10,798 New
PI
1139
PineBridge Investments
New York
$1.07M
LA
1140
Lifeworks Advisors
Michigan
$1.07M -$30.2K -304 -3%
Q1WB
1141
Quest 10 Wealth Builders
Virginia
$1.06M -$47.1K -475 -4%
BFS
1142
BridgePort Financial Solutions
Iowa
$1.06M +$30.7K +309 +3%
LNWWM
1143
Laird Norton Wetherby Wealth Management
California
$1.05M +$237K +2,390 +29%
EIP
1144
Ellis Investment Partners
Pennsylvania
$1.05M -$65.2K -657 -6%
SGCA
1145
Steel Grove Capital Advisors
Tennessee
$1.05M
MSK
1146
Melissa S. Kampmann
$1.04M +$3.97K +40 +0.4%
FFG
1147
Fiduciary Financial Group
California
$1.04M +$209K +2,108 +26%
AW
1148
Alteri Wealth
California
$1.04M +$295K +2,972 +40%
BCM
1149
BTC Capital Management
Iowa
$1.04M
BCM
1150
Brookmont Capital Management
Texas
$1.03M -$160K -1,613 -14%

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.