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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
BWP
1326
Bernardo Wealth Planning
Pennsylvania
$613K -$13.2K -135 -2%
BCP
1327
Berkeley Capital Partners
Georgia
$613K +$4.9K +50 +0.8%
Bank Julius Baer & Co
1328
Bank Julius Baer & Co
Switzerland
$613K
UFA
1329
Uptown Financial Advisors
Texas
$612K +$604K +6,168 New
CA
1330
Crewe Advisors
Utah
$610K +$150K +1,527 +33%
WWM
1331
Woodside Wealth Management
Massachusetts
$609K +$12.2K +125 +2%
VVP
1332
Venture Visionary Partners
Ohio
$608K +$179K +1,823 +42%
WAG
1333
Winthrop Advisory Group
Massachusetts
$603K +$21.3K +217 +4%
WIA
1334
Wealthedge Investment Advisors
New York
$603K +$71.3K +728 +14%
BL
1335
BFSG LLC
California
$599K -$11.9K -121 -2%
TVAMP
1336
Tennessee Valley Asset Management Partners
Tennessee
$599K -$743K -7,586 -56%
EWA
1337
ERTS Wealth Advisors
Michigan
$597K -$1.35M -13,767 -70%
OWA
1338
Oak Wealth Advisors
Illinois
$596K +$21K +214 +4%
CAMG
1339
CWA Asset Management Group
Florida
$593K -$21.9M -223,106 -97%
T
1340
TrueFG
Texas
$590K -$46.6K -476 -7%
FPGT
1341
Financial Partners Group (Tennessee)
Tennessee
$588K +$581K +5,927 New
EWS
1342
Evergreen Wealth Solutions
Pennsylvania
$585K -$46.9K -479 -8%
WTC
1343
WhitTier Trust Company
Nevada
$583K +$3.23K +33 +0.6%
BWP
1344
BlueStem Wealth Partners
Minnesota
$580K -$50.8K -518 -8%
GFA
1345
Gallagher Fiduciary Advisors
Illinois
$576K +$137M +1,393,568 +7,256%
PFG
1346
PAX Financial Group
Texas
$575K +$3.63K +37 +0.6%
MAS
1347
Madden Advisory Services
Florida
$569K -$32.4K -331 -5%
SGWM
1348
Sterling Group Wealth Management
California
$565K -$58.4K -596 -9%
AAMC
1349
Asset Allocation & Management Company
Illinois
$565K
PWS
1350
Peterson Wealth Services
Utah
$564K +$14.6K +149 +3%

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.