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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
FSA
1476
Financial Sense Advisors
California
$374K +$6.86K +70 +2%
SSA
1477
SSA Swiss Advisors
$373K -$105K -1,073 -22%
BCG
1478
Bravias Capital Group
New Jersey
$372K -$34.6K -353 -9%
APA
1479
Astoria Portfolio Advisors
New York
$371K
LCWP
1480
Legacy Capital Wealth Partners
Arkansas
$370K +$2.06K +21 +0.6%
PBF
1481
Petix & Botte Financial
California
$369K +$392 +4 +0.1%
SIM
1482
SSI Investment Management
California
$369K -$6.37K -65 -2%
CCMI
1483
Creative Capital Management Investments
California
$369K
MA
1484
Montag & Associates
Georgia
$365K -$255K -2,600 -41%
TCG
1485
Transcendent Capital Group
Oklahoma
$365K -$6.47K -66 -2%
CIR
1486
Clear Investment Research
Georgia
$365K +$980 +10 +0.3%
SIS
1487
Strategic Investment Solutions
Illinois
$364K -$17.5K -179 -5%
S
1488
Sachetta
Massachusetts
$364K
WAL
1489
W Advisors LLC
Tennessee
$364K -$2.55K -26 -0.7%
SEIA
1490
Signature Estate & Investment Advisors
California
$363K -$186K -1,900 -34%
CBA
1491
Coastal Bridge Advisors
Connecticut
$363K +$28.7K +293 +9%
NSIM
1492
North Star Investment Management
Illinois
$361K +$1.86K +19 +0.5%
NG
1493
Northstar Group
New York
$360K
SPA
1494
Sentinel Pension Advisors
Massachusetts
$360K -$52K -531 -13%
CA
1495
Claro Advisors
Massachusetts
$360K -$142K -1,454 -29%
GT
1496
Greenleaf Trust
Michigan
$358K +$354K +3,610 New
MCWA
1497
Meadow Creek Wealth Advisors
Georgia
$358K
PJWM
1498
Philip James Wealth Mangement
Georgia
$357K
PSA
1499
Plum Street Advisors
Louisiana
$357K -$74.9K -764 -18%
CAL
1500
Capital Advisors Ltd
Ohio
$357K +$392 +4 +0.1%

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.