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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
WCWM
1526
Willow Creek Wealth Management
California
$335K
GIM
1527
Goelzer Investment Management
Indiana
$335K +$12.6K +129 +4%
WP
1528
Westmount Partners
California
$334K -$7.84K -80 -2%
FNB
1529
Farmers National Bank
Kentucky
$333K -$37.6K -384 -10%
FMP
1530
Financial Management Professionals
Texas
$333K -$32.9K -336 -9%
ATC
1531
Argent Trust Co
Tennessee
$331K -$3.43K -35 -1%
WDL
1532
Well Done LLC
Michigan
$330K +$120K +1,221 +58%
FWMP
1533
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$330K +$392 +4 +0.1%
HCP
1534
Hardin Capital Partners
South Carolina
$330K -$9.21K -94 -3%
CPCP
1535
Cedar Point Capital Partners
Iowa
$328K -$25.2K -257 -7%
MAS
1536
MPWM Advisory Solutions
Georgia
$326K +$173K +1,765 +116%
LA
1537
LM Advisors
California
$325K +$321K +3,273 New
MC
1538
Middleton & Co
Massachusetts
$322K
WBC
1539
West Branch Capital
Massachusetts
$322K -$19.6K -200 -6%
WIA
1540
Wetzel Investment Advisors
Indiana
$320K -$1.27K -13 -0.4%
PA
1541
PSI Advisors
Florida
$320K +$250K +2,548 +375%
SWM
1542
Silverlake Wealth Management
Vermont
$320K +$316K +3,225 New
WCG
1543
Weaver Consulting Group
California
$319K +$7.94K +81 +3%
AFA
1544
American Financial Advisors
Georgia
$319K +$2.16K +22 +0.7%
RWM
1545
Riverbend Wealth Management
South Carolina
$317K +$313K +3,197 New
PWM
1546
Parkshore Wealth Management
California
$317K +$196 +2 +0.1%
PVI
1547
Pine Valley Investments
New Jersey
$313K +$309K +3,156 New
RA
1548
Rise Advisors
New York
$312K +$13K +133 +4%
SAS
1549
Stelac Advisory Services
New York
$311K
PWP
1550
Perfromance Wealth Partners
Illinois
$311K +$8.13K +83 +3%

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.