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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
FF
1451
Farrow Financial
Vermont
$413K +$29.4K +300 +8%
LLWM
1452
Life Line Wealth Management
California
$413K +$4.02K +41 +1%
HDIM
1453
Hanson & Doremus Investment Management
Vermont
$412K -$8.82K -90 -2%
PFBT
1454
Parkside Financial Bank & Trust
Missouri
$411K +$341K +3,480 +525%
2L
1455
25 LLC
Missouri
$409K +$4.61K +47 +1%
ACA
1456
Anchor Capital Advisors
Massachusetts
$409K -$61.6K -629 -13%
BWL
1457
Bogart Wealth LLC
Virginia
$408K
CFG
1458
Carter Financial Group
Illinois
$408K +$403K +4,110 New
W
1459
WealthCollab
Washington
$405K
SSC
1460
Syverson Strege & Co
Iowa
$405K -$42.9K -438 -10%
SXL
1461
Summit X LLC
Missouri
$399K +$1.37K +14 +0.3%
4A
1462
4Wealth Advisors
Illinois
$397K -$980 -10 -0.2%
RA
1463
Rockingstone Advisors
Massachusetts
$397K -$132K -1,350 -25%
FRA
1464
Frank Rimerman Advisors
California
$396K
PWM
1465
PMG Wealth Management
Illinois
$396K -$90.6K -925 -19%
TPWA
1466
Twin Peaks Wealth Advisors
California
$395K -$32.2K -329 -8%
GAB
1467
German American Bancorp
Indiana
$395K -$35.1K -358 -8%
TCOTS
1468
Trust Company of the South
North Carolina
$393K
CT
1469
Clearstead Trust
Maine
$392K +$262K +2,675 +210%
AR
1470
Apeiron RIA
Texas
$388K -$108K -1,104 -22%
DWM
1471
Defined Wealth Management
Oregon
$382K +$17.8K +182 +5%
PAA
1472
Peregrine Asset Advisers
Oregon
$382K -$48K -490 -11%
RIG
1473
RiverFront Investment Group
Virginia
$381K -$477K -4,865 -56%
MHR
1474
Matthew Hamilton Rosenberg
$381K -$77.5K -791 -17%
JIC
1475
Joel Isaacson & Co
New York
$380K -$6.96K -71 -2%

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.