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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
BJL
1201
Brighton Jones LLC
Washington
$840K +$303K +3,095 +58%
PF
1202
PlanWiser Financial
Colorado
$839K +$236K +2,413 +39%
PP
1203
Patron Partners
Texas
$838K +$294K +3,002 +55%
AA
1204
Armis Advisers
Georgia
$837K -$7.54K -77 -0.9%
CCA
1205
Childress Capital Advisors
Texas
$836K +$9.8K +100 +1%
HIM
1206
Hanlon Investment Management
New Jersey
$834K -$394K -4,019 -32%
FWP
1207
Firethorn Wealth Partners
Georgia
$829K +$430K +4,388 +111%
TCM
1208
Triumph Capital Management
Colorado
$827K -$251K -2,563 -24%
HFS
1209
Hoge Financial Services
Pennsylvania
$826K +$816K +8,328 New
NB
1210
Nicolet Bankshares
Wisconsin
$826K +$816K +8,325 New
CCP
1211
Carmel Capital Partners
California
$823K -$15K -153 -2%
GCA
1212
Genesee Capital Advisors
New York
$819K +$7.74K +79 +1%
VWM
1213
Verus Wealth Management
Wisconsin
$819K +$463K +4,729 +134%
USB
1214
Union Savings Bank
Connecticut
$818K -$1.18K -12 -0.1%
FFG
1215
Fiduciary Financial Group
California
$816K +$56.2K +574 +7%
FF
1216
Finley Financial
Nevada
$814K +$245K +2,500 +44%
PFM
1217
Potomac Fund Management
Florida
$814K -$44.6K -455 -5%
IAG
1218
Investment Advisory Group
Massachusetts
$811K +$8.43K +86 +1%
RPA
1219
Rock Point Advisors
Vermont
$808K +$97.5K +995 +14%
LNWWM
1220
Laird Norton Wetherby Wealth Management
California
$804K +$794K +8,108 New
CIBC Asset Management
1221
CIBC Asset Management
Ontario, Canada
$801K -$194K -1,977 -20%
FAM
1222
Flaharty Asset Management
Florida
$796K
OWM
1223
Orgel Wealth Management
Wisconsin
$795K +$201K +2,056 +34%
OWA
1224
One Wealth Advisors
California
$795K -$548K -5,593 -41%
BFW
1225
Brady Family Wealth
Missouri
$791K

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.