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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
WJWM
1376
Williams Jones Wealth Management
New York
$513K +$189K +1,929 +59%
DA
1377
Dover Advisors
Virginia
$512K +$506K +5,166 New
SI
1378
Sprott Inc
Ontario, Canada
$512K +$19.8K +202 +4%
MPW
1379
Magnolia Private Wealth
Pennsylvania
$508K -$94.7K -966 -16%
T
1380
Tidemark
California
$507K -$49.9K -509 -9%
TCM
1381
Traynor Capital Management
Pennsylvania
$504K +$124K +1,264 +33%
LWL
1382
Leo Wealth LLC
Texas
$499K +$493K +5,034 New
MA
1383
MCF Advisors
Kentucky
$498K -$148K -1,512 -23%
VFM
1384
Vision Financial Markets
Connecticut
$496K
CIAS
1385
Capital Investment Advisory Services
North Carolina
$494K -$565K -5,768 -54%
TAM
1386
Tucker Asset Management
Colorado
$492K +$386K +3,943 +387%
PAM
1387
Palisade Asset Management
Minnesota
$491K -$24.5K -250 -5%
GA
1388
GSG Advisors
New Jersey
$491K +$2.55K +26 +0.5%
GA
1389
Guerra Advisors
Florida
$490K +$484K +4,936 New
BFG
1390
Birch Financial Group
New Hampshire
$489K -$77.6K -792 -14%
CMI
1391
Clare Market Investments
Texas
$487K +$392 +4 +0.1%
JWCA
1392
J.W. Coons Advisors
Ohio
$486K
TF
1393
Trek Financial
Arizona
$486K -$383K -3,910 -44%
MF
1394
Manuka Financial
Virginia
$484K +$3.14K +32 +0.7%
PWM
1395
Power Wealth Management
Georgia
$484K +$15.8K +161 +3%
CD
1396
Chapin Davis
Maryland
$481K +$686 +7 +0.1%
BCM
1397
Boreal Capital Management
Florida
$478K +$472K +4,820 New
NWA
1398
New World Advisors
Massachusetts
$477K -$236K -2,406 -33%
Vontobel Holding
1399
Vontobel Holding
Switzerland
$477K +$30.4K +310 +7%
CSPIA
1400
Cary Street Partners Investment Advisory
Virginia
$476K +$303K +3,094 +181%

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.