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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
EP
1151
Edgestream Partners
New Jersey
$971K +$959K +9,784 New
SIM
1152
Stratos Investment Management
Ohio
$970K +$25.1K +256 +3%
AFFA
1153
ALM First Financial Advisors
Texas
$969K
PSCM
1154
Per Stirling Capital Management
Texas
$968K -$37.5K -383 -4%
QP
1155
Quartz Partners
New York
$960K +$671K +6,851 +242%
BDFN
1156
Bond & Devick Financial Network
Minnesota
$954K +$347K +3,546 +58%
TWM
1157
Tolleson Wealth Management
Texas
$954K -$2.84K -29 -0.3%
AFG
1158
ABLE Financial Group
Arizona
$952K -$167K -1,703 -15%
OFS
1159
OneAscent Financial Services
Alabama
$946K -$218K -2,221 -19%
PIA
1160
Perennial Investment Advisors
California
$945K -$19.5K -199 -2%
WS
1161
Wedbush Securities
California
$944K -$57K -582 -6%
GWP
1162
Gateway Wealth Partners
Wisconsin
$942K +$390K +3,984 +72%
FWIA
1163
Fort Washington Investment Advisors
Ohio
$939K +$83.8K +855 +10%
AA
1164
Advisory Alpha
Michigan
$938K -$25.3K -258 -3%
RWP
1165
Revolve Wealth Partners
New Jersey
$934K +$98 +1 +0%
VCM
1166
Virtue Capital Management
Tennessee
$934K -$502K -5,126 -35%
RBA
1167
Richard Bernstein Advisors
New York
$928K +$439K +4,477 +92%
WHCFA
1168
William Howard & Co Financial Advisors
Tennessee
$927K -$12K -122 -1%
TWP
1169
Total Wealth Planning
Ohio
$920K -$346K -3,530 -28%
SHIM
1170
Stone House Investment Management
Pennsylvania
$919K -$9.95M -101,534 -92%
AWAU
1171
Alliance Wealth Advisors (Utah)
Utah
$918K +$357K +3,640 +65%
BFC
1172
Blue Fin Capital
Rhode Island
$918K -$321K -3,281 -26%
AM
1173
AGF Management
Ontario, Canada
$913K -$53.9K -550 -6%
FB
1174
Finward Bancorp
Indiana
$912K
WC
1175
Weil Company
California
$910K +$339K +3,457 +60%

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.