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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
PIFP
1351
Partners in Financial Planning
Virginia
$563K +$1.47K +15 +0.3%
GSIAS
1352
Garden State Investment Advisory Services
New Jersey
$562K +$17.9K +183 +3%
SOS
1353
Silver Oak Securities
Tennessee
$560K +$8.82K +90 +2%
PC
1354
Prairiewood Capital
North Dakota
$560K -$125K -1,272 -18%
BHB
1355
Bank Hapoalim BM
Israel
$554K
SFS
1356
Summit Financial Strategies
Ohio
$553K -$29.8K -304 -5%
SCM
1357
Seascape Capital Management
New Hampshire
$547K -$103K -1,051 -16%
HIS
1358
Harvest Investment Services
Illinois
$547K -$1.76K -18 -0.3%
PC
1359
Promus Capital
Illinois
$545K +$2.25K +23 +0.4%
MSAM
1360
Moloney Securities Asset Management
Missouri
$541K +$121K +1,239 +29%
BRIA
1361
Balanced Rock Investment Advisors
Massachusetts
$538K -$50K -510 -9%
NG
1362
NWK Group
California
$537K +$22.7K +232 +4%
OWP
1363
ORG Wealth Partners
Texas
$535K +$9.8K +100 +2%
CB
1364
Cadence Bank
Mississippi
$535K +$33.9K +346 +7%
CCB
1365
Country Club Bank
Missouri
$535K +$14.7K +150 +3%
FWP
1366
FAS Wealth Partners
Kansas
$535K +$8.13K +83 +2%
PG
1367
Proffitt & Goodson
Tennessee
$533K -$15.6K -159 -3%
TWM
1368
TSA Wealth Management
Texas
$531K -$37.2K -380 -7%
DPI
1369
Diversified Portfolios Inc
Michigan
$525K -$37.7K -385 -7%
BWM
1370
BKM Wealth Management
Wisconsin
$520K -$5.19K -53 -1%
Susquehanna International Group
1371
Susquehanna International Group
Pennsylvania
$520K -$14.6M -149,208 -97%
GCA
1372
Gradient Capital Advisors
California
$517K -$3.04K -31 -0.6%
FC
1373
Financial Consulate
Maryland
$516K -$80.3K -820 -14%
GA
1374
GFS Advisors
Texas
$516K -$19.8K -202 -4%
CA
1375
Continuum Advisory
Idaho
$515K +$91.3K +932 +22%

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.