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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
RIM
1426
RW Investment Management
Idaho
$449K +$443K +4,522 New
ACM
1427
Advance Capital Management
Michigan
$447K +$193K +1,972 +78%
LWMI
1428
Legacy Wealth Management (Idaho)
Idaho
$446K +$429K +4,376 +3,805%
LIS
1429
Legacy Investment Solutions
Idaho
$446K +$440K +4,491 New
CCAL
1430
City Center Advisors LLC
Michigan
$445K +$27K +276 +7%
ITC
1431
Inspire Trust Company
Nevada
$445K
WIM
1432
WealthPlan Investment Management
Nebraska
$444K -$18.4K -188 -4%
HWA
1433
Heritage Wealth Advisors
Virginia
$443K +$31.3K +319 +8%
QWM
1434
Quadcap Wealth Management
Texas
$440K -$56.6K -578 -12%
BWM
1435
Bulltick Wealth Management
Florida
$438K
YDMI
1436
Y.D. More Investments
Israel
$438K +$108K +1,100 +33%
DI
1437
Disciplined Investments
Oklahoma
$436K -$480K -4,903 -53%
CFGW
1438
Chancellor Financial Group WB
Pennsylvania
$436K -$784 -8 -0.2%
RFA
1439
Resurgent Financial Advisors
Georgia
$434K -$103K -1,052 -19%
HR
1440
Howe & Rusling
New York
$433K -$422K -4,305 -50%
WTFG
1441
Wood Tarver Financial Group
Idaho
$432K -$16.5K -168 -4%
GPW
1442
Gray Private Wealth
Massachusetts
$431K +$24.5K +250 +6%
HIP
1443
HUB Investment Partners
Texas
$426K -$161K -1,641 -28%
CSA
1444
Cottage Street Advisors
Massachusetts
$426K +$4.7K +48 +1%
MFWP
1445
Mosaic Family Wealth Partners
Missouri
$425K -$1.08K -11 -0.3%
MCM
1446
MidAtlantic Capital Management
Virginia
$422K +$1.96K +20 +0.5%
IWP
1447
Insight Wealth Partners
Texas
$418K +$132K +1,347 +47%
TWM
1448
Topsail Wealth Management
North Carolina
$418K +$980 +10 +0.2%
SW
1449
SteelPeak Wealth
California
$417K +$19.4K +198 +5%
ACGA
1450
Atlanta Consulting Group Advisors
Georgia
$416K -$35.3K -360 -8%

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.