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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
EWM
1501
Elevatus Welath Management
New York
$356K -$17M -173,293 -98%
SWP
1502
Semus Wealth Partners
Florida
$355K +$123K +1,260 +54%
MWM
1503
MGB Wealth Management
Texas
$354K +$351K +3,579 New
SF
1504
Strategent Financial
Virginia
$353K -$25.8K -263 -7%
PRA
1505
Pine Ridge Advisers
New York
$351K +$347K +3,543 New
CWS
1506
Cypress Wealth Services
California
$350K -$55.8K -569 -14%
AAS
1507
Annex Advisory Services
Wisconsin
$349K -$56.4K -576 -14%
WA
1508
WP Advisors
California
$349K -$4.79M -48,913 -93%
TWP
1509
Tempus Wealth Planning
California
$348K -$31.1K -317 -8%
LAM
1510
Lewis Asset Management
California
$348K +$344K +3,513 New
BWM
1511
Brickley Wealth Management
California
$348K +$27.2K +278 +9%
EFG
1512
Everhart Financial Group
Ohio
$346K -$6.96K -71 -2%
JFG
1513
Jefferies Financial Group
New York
$344K -$25.9K -264 -7%
CP
1514
Canopy Partners
Ohio
$342K
EDRH
1515
Edmond de Rothschild Holding
Switzerland
$342K
RBC
1516
Romano Brothers & Co
Illinois
$342K
GFG
1517
GR Financial Group
Arizona
$341K -$73.2K -747 -18%
AC
1518
AlphaCore Capital
California
$340K +$296K +3,024 +741%
SWM
1519
Segment Wealth Management
Texas
$340K +$7.84K +80 +2%
NFA
1520
Northwest Financial Advisors
Virginia
$339K -$5.88K -60 -2%
SWA
1521
SOA Wealth Advisors
New York
$337K +$5.68K +58 +2%
CTI
1522
Community Trust & Investment
Kentucky
$337K +$333K +3,400 New
NA
1523
Note Advisors
New York
$336K -$39.8K -406 -11%
WW
1524
Westshore Wealth
California
$336K -$3.04K -31 -0.9%
VCP
1525
Verus Capital Partners
Arizona
$336K -$7.05K -72 -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.