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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
MCI
1251
MRP Capital Investments
Georgia
$734K +$35.3K +360 +5%
AW
1252
Alteri Wealth
California
$734K +$324K +3,311 +81%
EFG
1253
Ethos Financial Group
Pennsylvania
$732K -$12.9K -132 -2%
FLPIM
1254
F.L. Putnam Investment Management
Massachusetts
$731K +$92.7K +946 +15%
USCWA
1255
U.S. Capital Wealth Advisors
Texas
$730K +$35.2K +359 +5%
CB
1256
Centennial Bank
Arkansas
$724K -$168K -1,718 -19%
CCFM
1257
Clear Creek Financial Management
Washington
$719K -$275K -2,810 -28%
PCA
1258
Pallas Capital Advisors
Massachusetts
$719K +$980 +10 +0.1%
BFA
1259
Beacon Financial Advisory
Ohio
$718K +$222K +2,263 +46%
B
1260
Barings
North Carolina
$711K -$13.2M -134,725 -95%
TCA
1261
Transcend Capital Advisors
New Jersey
$708K +$29.3K +299 +4%
SS
1262
Sunbelt Securities
Texas
$705K +$197K +2,006 +38%
SWA
1263
Strategies Wealth Advisors
Michigan
$705K +$217K +2,211 +45%
GP
1264
Guardian Partners
Canada
$702K -$18.1K -185 -3%
VC
1265
Veracity Capital
Georgia
$700K +$5.39K +55 +0.8%
SC
1266
Summa Corp
Texas
$699K +$14.7K +150 +2%
AAM
1267
Augustine Asset Management
Florida
$699K -$7.74K -79 -1%
CIC
1268
Carnegie Investment Counsel
Ohio
$699K +$80.6K +823 +13%
GWM
1269
Gitterman Wealth Management
New Jersey
$695K +$67.6K +690 +11%
WA
1270
Westfuller Advisors
New York
$695K -$1.2M -12,248 -64%
AFW
1271
Atlantic Family Wealth
Florida
$693K +$140K +1,427 +26%
MFA
1272
Mayflower Financial Advisors
Massachusetts
$692K -$43.7K -446 -6%
GLA
1273
Good Life Advisors
Pennsylvania
$690K -$210K -2,148 -24%
BOSSRA
1274
B.O.S.S. Retirement Advisors
Utah
$687K -$111K -1,131 -14%
FFBTD
1275
First Financial Bank - Trust Division
Ohio
$685K -$104K -1,064 -13%

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.