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iShares Core US Aggregate Bond ETF

1,924 hedge funds and large institutions have $116B invested in iShares Core US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 959 increasing their positions, 594 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.08M

61% more repeat investments, than reductions

Existing positions increased: 959 | Existing positions reduced: 594

59% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 98

1% more funds holding

Funds holding: 1,9031,924 (+21)

1% less capital invested

Capital invested by funds: $117B → $116B (-$940M)

2.91% less ownership

Funds ownership: 93.16%90.25% (-2.9%)

5% less funds holding in top 10

Funds holding in top 10: 353337 (-16)

Holders
1,924
Holders Change
+21
Holders Change %
+1.1%
% of All Funds
25.25%
Holding in Top 10
337
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.53%
% of All Funds
4.42%
New
156
Increased
959
Reduced
594
Closed
98
Calls
$17.8M
Puts
$2.08M
Net Calls
+$15.7M
Net Calls Change
+$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
1526
GR Financial Group
Arizona
$348K +$3.37K +34 +1%
JFG
1527
Jefferies Financial Group
New York
$348K +$99 +1 +0%
LAM
1528
Lewis Asset Management
California
$347K -$4.96K -50 -1%
NG
1529
Novem Group
New York
$346K +$108K +1,084 +46%
EDRH
1530
Edmond de Rothschild Holding
Switzerland
$346K
CPCP
1531
Cedar Point Capital Partners
Iowa
$345K +$13.4K +135 +4%
WP
1532
Westmount Partners
California
$345K +$7.54K +76 +2%
ACM
1533
Aurdan Capital Management
Pennsylvania
$345K +$341K +3,437 New
WW
1534
Westshore Wealth
California
$340K +$99 +1 +0%
SEIA
1535
Signature Estate & Investment Advisors
California
$340K -$26.6K -268 -7%
WCWM
1536
Willow Creek Wealth Management
California
$339K
WBC
1537
West Branch Capital
Massachusetts
$339K +$13.4K +135 +4%
NG
1538
Norden Group
Utah
$337K -$453K -4,566 -58%
FMP
1539
Financial Management Professionals
Texas
$336K -$99 -1 -0%
KFI
1540
Key Financial Inc
Pennsylvania
$336K +$151K +1,518 +83%
SWP
1541
Semus Wealth Partners
Florida
$335K -$23.3K -235 -7%
WIP
1542
WealthCare Investment Partners
Rhode Island
$334K +$331K +3,334 New
SIA
1543
Strategic Investment Advisors
Michigan
$333K +$4.2M +42,330 +1,453%
VCM
1544
Virtue Capital Management
Tennessee
$332K -$240K -2,419 -26%
FFA
1545
Florida Financial Advisors
Florida
$332K -$526K -5,301 -62%
RA
1546
Rise Advisors
New York
$329K +$13.5K +136 +4%
HCP
1547
Hardin Capital Partners
South Carolina
$329K -$5.95K -60 -2%
TWP
1548
Tempus Wealth Planning
California
$328K -$23.6K -238 -7%
DWM
1549
Dogwood Wealth Management
Kansas
$328K +$305K +3,079 +1,612%
MC
1550
Middleton & Co
Massachusetts
$326K

AGG Hedge Fund Activity: Q3 2025 in Review

1,924 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2025, worth a combined $116B — down 0.8% from $117B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new AGG positions and 98 closed out — a net gain of 58 holders — while 959 added to existing stakes and 594 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $979M. The largest seller was Envestnet Asset Management, cutting an estimated $1.9B.

  • 1,924 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2025, up from 1,903 in Q2 2025.
  • Funds reported $116B of iShares Core US Aggregate Bond ETF stock for Q3 2025, down 0.8% quarter-over-quarter.
  • 156 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2025 and 98 closed out, a net change of +58 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $979M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $1.9B sold.

Based on aggregated 13F filings for Q3 2025.