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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
SWP
101
Sagespring Wealth Partners
Tennessee
$105M +$103K +1,052 +0%
CAG
102
Crestwood Advisors Group
Massachusetts
$105M +$3.38M +34,475 +3%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$102M -$1.19M -12,189 -1%
GLLW
104
Graves Light Lenhart Wealth
Virginia
$100M +$1.26M +12,828 +1%
CTB
105
Country Trust Bank
Illinois
$100M -$16.6M -169,873 -14%
BPA
106
Beacon Pointe Advisors
California
$99.2M +$7.19M +73,386 +8%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$99M +$3.41M +34,845 +4%
Sumitomo Mitsui Trust Group
108
Sumitomo Mitsui Trust Group
Japan
$98.5M
KeyBank National Association
109
KeyBank National Association
Ohio
$98.1M +$1.39M +14,199 +1%
CFFP
110
Center for Financial Planning
Michigan
$95.7M +$1.02M +10,369 +1%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$95.2M +$19M +193,672 +25%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$94.2M +$14.2M +144,629 +18%
NPT
113
National Philanthropic Trust
Pennsylvania
$93.2M +$6.91M +70,497 +8%
BCI
114
Brinker Capital Investments
Pennsylvania
$92.3M +$19.1M +195,142 +27%
Corient Private Wealth
115
Corient Private Wealth
Florida
$92M -$103M -1,055,675 -53%
TNBTD
116
Trustmark National Bank Trust Department
Mississippi
$91.2M -$28.6M -292,154 -24%
TI
117
Tidal Investments
Wisconsin
$90.1M -$6.87M -70,134 -7%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$89.9M +$3.58M +36,579 +4%
Victory Capital Management
119
Victory Capital Management
Texas
$89.7M +$44.8M +456,752 +102%
CCM
120
Coldstream Capital Management
Washington
$87.7M +$62.8M +640,397 +262%
BAAM
121
Baker Avenue Asset Management
California
$86.5M +$1.71M +17,486 +2%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$85.8M +$39.6M +404,430 +88%
GKWIM
123
Gerber Kawasaki Wealth & Investment Management
California
$84.4M +$337K +3,438 +0.4%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$82.5M -$35.9M -366,887 -31%
NA
125
NewEdge Advisors
Louisiana
$82.2M +$4.18M +42,679 +5%

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.