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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
SFP
1276
Shepherd Financial Partners
Massachusetts
$682K -$65.9K -673 -9%
AT
1277
American Trust
Kentucky
$682K +$674K +6,878 New
TFG
1278
Tilson Financial Group
New Jersey
$682K -$184K -1,877 -21%
TAM
1279
Titleist Asset Management
Texas
$677K +$62.2K +635 +10%
PGFC
1280
Peapack-Gladstone Financial Corp
New Jersey
$675K -$64.9K -662 -9%
BP
1281
BWM Planning
Texas
$673K +$665K +6,786 New
PP
1282
Postrock Partners
Oregon
$673K +$59.9K +611 +10%
WF
1283
Warner Financial
Maryland
$672K +$294 +3 +0%
CA
1284
Calton & Associates
Florida
$671K +$32.1K +328 +5%
HGA
1285
Hobbs Group Advisors
South Carolina
$671K -$75.1K -766 -10%
GWA
1286
Genesis Wealth Advisors
Massachusetts
$670K -$122K -1,240 -16%
IL
1287
Investure LLC
Virginia
$669K +$50K +510 +8%
CIA
1288
Choate Investment Advisors
Massachusetts
$668K -$31.2K -318 -5%
D
1289
Dentgroup
Louisiana
$665K +$657K +6,707 New
WFA
1290
Wells Financial Advisors
Massachusetts
$664K -$96.3K -983 -13%
HT
1291
Heritage Trust
Oklahoma
$663K +$39.6K +404 +6%
BCA
1292
Bay Colony Advisors
Massachusetts
$662K +$5.78K +59 +0.9%
VWM
1293
Vigilare Wealth Management
Arizona
$661K -$5K -51 -0.8%
LRIA
1294
Leonard Rickey Investment Advisors
Washington
$659K -$5K -51 -0.8%
IJWM
1295
Inman Jager Wealth Management
Mississippi
$654K -$12.9K -132 -2%
PP
1296
Patten & Patten
Tennessee
$653K +$1.57K +16 +0.2%
VCS
1297
Vaughan & Co Securities
New Jersey
$649K +$10.2K +104 +2%
RPGK
1298
Retirement Planning Group (Kansas)
Kansas
$649K -$12.6K -129 -2%
ICM
1299
IMS Capital Management
Oregon
$647K +$63.7K +650 +11%
SCA
1300
Strathmore Capital Advisors
North Carolina
$647K +$643K +6,565 New

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.