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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
MWP
126
Meridian Wealth Partners
Pennsylvania
$81.7M +$5.39M +54,990 +7%
FWA
127
FORM Wealth Advisors
Wisconsin
$81M -$11.1M -113,402 -12%
SCM
128
Steele Capital Management
Iowa
$80.4M +$669K +6,825 +0.8%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$79.4M +$2.87M +29,323 +4%
RA
130
Rational Advisors
New York
$75.9M -$3.12M -31,826 -4%
ZIM
131
Zacks Investment Management
Illinois
$75.6M -$1.78M -18,195 -2%
AF
132
Alerus Financial
North Dakota
$73.5M -$3.11M -31,776 -4%
PP
133
PDS Planning
Ohio
$73.4M +$3.78M +38,623 +6%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$73.2M +$1.76M +17,925 +2%
ONB
135
Old National Bancorp
Indiana
$73.2M +$70.6M +720,209 +4,026%
JHCM
136
Juniper Hill Capital Management
California
$73.1M
AF
137
Affiance Financial
Minnesota
$72.9M +$8.05M +82,155 +13%
EW
138
Evoke Wealth
California
$71M -$4.76M -48,530 -6%
IGAM
139
iA Global Asset Management
Quebec, Canada
$71M -$4.33M -44,218 -6%
UCFA
140
United Capital Financial Advisors
Texas
$70.5M -$4.3M -43,928 -6%
BCM
141
Brookstone Capital Management
Illinois
$69.2M -$1.51M -15,396 -2%
Franklin Resources
142
Franklin Resources
California
$68.9M +$405K +4,132 +0.6%
FCH
143
Freestone Capital Holdings
Washington
$68.7M +$2.52M +25,679 +4%
HFS
144
Hantz Financial Services
Michigan
$68.4M +$18.3M +187,117 +37%
PFA
145
Professional Financial Advisors
Nebraska
$67M +$635K +6,484 +1%
CST
146
Charles Schwab Trust
Nevada
$66.7M +$137K +1,399 +0.2%
BFG
147
Bouchey Financial Group
New York
$66.2M +$12M +122,640 +22%
BBA
148
BLB&B Advisors
Pennsylvania
$66.2M +$2.91M +29,651 +5%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$65.3M +$5.31M +54,160 +9%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$65.3M -$1.03M -10,491 -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.