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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
RWIA
1301
Roger Wittlin Investment Advisory
California
$646K +$152K +1,551 +31%
TYCC
1302
Texas Yale Capital Corp
Florida
$644K
MCA
1303
MSH Capital Advisors
Arizona
$643K +$122K +1,245 +24%
JCM
1304
Jacobi Capital Management
Pennsylvania
$641K +$5.58K +57 +0.9%
CA
1305
Cambridge Advisors
Nebraska
$641K
ATI
1306
ARK & TLK Investments
Oklahoma
$640K +$28.9K +295 +5%
AC
1307
Attessa Capital
Arizona
$640K +$242K +2,474 +62%
HWM
1308
HFG Wealth Management
Texas
$640K +$132K +1,348 +26%
IWN
1309
Independent Wealth Network
Iowa
$640K +$27.3K +279 +5%
VFP
1310
Vested Financial Planning
California
$637K +$13K +133 +2%
PP
1311
PrairieView Partners
Minnesota
$636K +$44.8K +457 +8%
CMBA
1312
C.M. Bidwell & Associates
Hawaii
$635K +$17.6K +180 +3%
LA
1313
Latitude Advisors
Florida
$635K +$170K +1,730 +37%
CC
1314
Courier Capital
New York
$632K +$236K +2,407 +61%
MWM
1315
Melfa Wealth Management
Massachusetts
$632K +$25K +255 +4%
MAM
1316
MMA Asset Management
Pennsylvania
$632K +$392 +4 +0.1%
CWM
1317
Cornerstone Wealth Management
Missouri
$628K +$66.6K +680 +12%
FAG
1318
Fortitude Advisory Group
Washington
$624K +$9.11K +93 +1%
PS
1319
Planned Solutions
California
$624K +$4.51K +46 +0.7%
SIMG
1320
Sonora Investment Management Group
Arizona
$624K -$12.9K -132 -2%
AF
1321
Abound Financial
California
$624K +$291K +2,970 +90%
HA
1322
Hanover Advisors
South Carolina
$623K +$218K +2,226 +55%
HP
1323
Hilltop Partners
Indiana
$621K -$36.5K -373 -6%
CCP
1324
Clarity Capital Partners
California
$617K -$710K -7,250 -54%
EWM
1325
Empirical Wealth Management
Washington
$616K -$56.9K -581 -9%

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.