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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
DQRIM
1401
Dale Q Rice Investment Management
Washington
$474K -$475K -4,847 -50%
WJA
1402
Willis Johnson & Associates
Texas
$474K +$30.3K +309 +7%
DW30
1403
Drucker Wealth 3.0
New Jersey
$474K +$13.6K +139 +3%
MPW
1404
MASECO Private Wealth
$473K +$467K +4,768 New
MW
1405
MBL Wealth
North Carolina
$472K -$588 -6 -0.1%
MYIA
1406
Mount Yale Investment Advisors
Colorado
$471K -$225K -2,299 -33%
RCM
1407
Rivernorth Capital Management
Florida
$470K +$465K +4,742 New
AP
1408
Americana Partners
Texas
$470K -$7.45K -76 -2%
MCM
1409
M1 Capital Management
Michigan
$469K +$66.5K +679 +17%
DSA
1410
Droms Strauss Advisors
Missouri
$469K +$169K +1,723 +57%
HWM
1411
Hemington Wealth Management
Virginia
$468K +$72.2K +737 +19%
MWM
1412
Mittelman Wealth Management
Massachusetts
$468K -$405K -4,132 -47%
BC
1413
Burney Company
Virginia
$467K -$208K -2,127 -31%
VFG
1414
Victory Financial Group
Texas
$467K -$461K -4,700 -50%
BRM
1415
Boston Research & Management
Massachusetts
$466K +$33K +337 +8%
ALA
1416
Atlas Legacy Advisors
California
$466K +$7.74K +79 +2%
SCG
1417
Sonata Capital Group
Washington
$464K
HHGA
1418
Halbert Hargrove Global Advisors
California
$464K
BWM
1419
Brown Wealth Management
Illinois
$459K
KAS
1420
KPP Advisory Services
Kentucky
$457K -$71.4K -729 -14%
AQR Capital Management
1421
AQR Capital Management
Connecticut
$456K -$113K -1,158 -20%
HTC
1422
Haverford Trust Company
Pennsylvania
$455K -$243K -2,476 -35%
WAM
1423
WNY Asset Management
New York
$454K -$9.9K -101 -2%
YAL
1424
Your Advocates Ltd
Texas
$454K +$34.3K +350 +8%
AHL
1425
Abel Hall LLC
Louisiana
$449K -$154K -1,576 -26%

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.