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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
FH
1176
FWG Holdings
Florida
$909K -$24.1K -246 -3%
FCP
1177
Fidelis Capital Partners
Florida
$906K +$174K +1,772 +24%
SWGC
1178
Summit Wealth Group (Colorado)
Colorado
$903K +$892K +9,104 New
VA
1179
VestGen Advisors
Illinois
$902K +$87.4K +892 +11%
HWM
1180
HighMark Wealth Management
Minnesota
$901K +$888K +9,062 +53,306%
HWM
1181
HRC Wealth Management
Idaho
$899K -$68.6K -700 -7%
FF
1182
Farrell Financial
New York
$898K -$41.9K -428 -5%
EA
1183
Evergreen Advisors
Tennessee
$896K -$39.6K -404 -4%
PW
1184
PUREfi Wealth
Massachusetts
$887K +$368K +3,758 +72%
IPWA
1185
International Private Wealth Advisors
California
$885K -$116K -1,188 -12%
LNB
1186
Ledyard National Bank
$881K +$109K +1,108 +14%
RFA
1187
Reyes Financial Architecture
California
$872K -$3.52M -35,961 -80%
EE
1188
EWG Elevate
California
$865K +$30.8K +314 +4%
FA
1189
Fountainhead AM
New Jersey
$865K +$135K +1,378 +19%
OGF
1190
Orin Green Financial
California
$861K +$57K +582 +7%
MWP
1191
Madison Wealth Partners
Wisconsin
$860K -$12.1K -123 -1%
SFG
1192
Sage Financial Group
Pennsylvania
$860K -$786K -8,019 -48%
MSCM
1193
McElhenny Sheffield Capital Management
Texas
$859K -$72.3K -738 -8%
PWA
1194
Physician Wealth Advisors
Utah
$856K -$107K -1,093 -11%
FFA
1195
Florida Financial Advisors
Florida
$854K -$44.4K -453 -5%
IC
1196
Inscription Capital
Texas
$852K -$96.9K -989 -10%
CPBTD
1197
Central Pacific Bank - Trust Division
Hawaii
$851K -$8.92K -91 -1%
NW
1198
Naviter Wealth
Arkansas
$850K -$20.8K -212 -2%
DFA
1199
DHK Financial Advisors
New Hampshire
$843K -$833K -8,500 -50%
AIM
1200
Advyzon Investment Management
Illinois
$843K +$604K +6,160 +264%

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.