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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
GEA
1576
Glen Eagle Advisors
New Jersey
$290K +$4.12K +42 +1%
SIA
1577
Strategic Investment Advisors
Michigan
$289K +$13.9K +142 +5%
WPC
1578
Waters Parkerson & Co
Louisiana
$289K -$5.39K -55 -2%
SCM
1579
Stordahl Capital Management
Colorado
$288K -$3.43K -35 -1%
EFS
1580
Essex Financial Services
Connecticut
$288K +$285K +2,904 New
HFP
1581
Holistic Financial Partners
Indiana
$288K -$3.92K -40 -1%
EHC
1582
Everett Harris & Co
California
$287K
S
1583
SignatureFD
Georgia
$287K -$707K -7,211 -71%
IBOK
1584
Independence Bank of Kentucky
Kentucky
$285K -$18.6K -190 -6%
EWM
1585
Endowment Wealth Management
Wisconsin
$284K +$24.8K +253 +10%
APW
1586
Axim Planning & Wealth
Ohio
$284K +$281K +2,867 New
AWM
1587
Atticus Wealth Management
Florida
$283K -$411K -4,190 -59%
TCM
1588
Towneley Capital Management
California
$281K -$18.1K -185 -6%
LWM
1589
Lyell Wealth Management
California
$281K
SFP
1590
Sandbox Financial Partners
Maryland
$281K +$277K +2,832 New
CMP
1591
Courage Miller Partners
Virginia
$278K
SCA
1592
Stonebridge Capital Advisors
Minnesota
$278K -$1.96K -20 -0.7%
FWA
1593
FSM Wealth Advisors
Ohio
$277K +$38K +388 +16%
BMC
1594
Benin Management Corp
Connecticut
$277K
UBG
1595
United Bank (Georgia)
Georgia
$277K
NCM
1596
Noesis Capital Mangement
Florida
$276K +$273K +2,784 New
BWM
1597
BNC Wealth Management
Oregon
$275K +$9.02K +92 +3%
TCM
1598
Traub Capital Management
Massachusetts
$273K +$270K +2,755 New
AIM
1599
Anchor Investment Management
South Carolina
$273K +$186K +1,894 +221%
AAM
1600
Ameraudi Asset Management
New York
$272K -$272K -2,780 -50%

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.