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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
CIC
1551
Cutler Investment Counsel
Oregon
$310K +$15.2K +155 +5%
HFA
1552
Hippocratic Financial Advisors
California
$310K
WF
1553
WinCap Financial
Massachusetts
$309K +$305K +3,114 New
TPW
1554
Talon Private Wealth
Florida
$309K +$34K +347 +13%
BW
1555
Basepoint Wealth
Iowa
$307K +$3.14K +32 +1%
CGA
1556
Crescent Grove Advisors
Illinois
$307K -$7.45K -76 -2%
MFG
1557
Magnus Financial Group
New York
$306K -$84.2K -859 -22%
SDWMA
1558
Schneider Downs Wealth Management Advisors
Pennsylvania
$305K -$5.98K -61 -2%
IPW
1559
Impact Partnership Wealth
Georgia
$305K -$89.7K -915 -23%
SC
1560
Stephenson & Company
California
$305K
ACM
1561
Absolute Capital Management
Pennsylvania
$304K +$72.2K +737 +32%
BFA
1562
Beaumont Financial Advisors
Massachusetts
$304K -$84.8K -865 -22%
ACA
1563
Affinity Capital Advisors
California
$302K -$28.1K -287 -9%
EB
1564
Eastern Bank
Massachusetts
$302K +$132K +1,345 +79%
LDB
1565
Lee, Danner & Bass
Tennessee
$302K -$809K -8,257 -73%
IFO
1566
Independent Family Office
New York
$301K
CF
1567
Centaurus Financial
California
$300K +$33.3K +340 +13%
GWANC
1568
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K +$165K +1,683 +126%
GCM
1569
Gables Capital Management
Florida
$298K
RCM
1570
Radnor Capital Management
Pennsylvania
$297K -$50.5K -515 -15%
TC
1571
Tenret Company
Florida
$297K
SF
1572
SWP Financial
California
$297K +$14.6K +149 +5%
VCM
1573
Vivaldi Capital Management
Illinois
$295K -$5.19K -53 -2%
CWA
1574
CJM Wealth Advisers
Virginia
$295K -$490 -5 -0.2%
EWA
1575
Etesian Wealth Advisors
Oregon
$293K -$204K -2,086 -41%

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.