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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
MP
1626
Moment Partners
California
$252K -$15.2K -155 -6%
WAOTB
1627
Wealth Advisors of Tampa Bay
Florida
$251K
RBFC
1628
Roman Butler Fullerton & Co
Missouri
$251K +$249K +2,545 New
SCM
1629
Spreng Capital Management
Ohio
$249K -$36.5K -372 -13%
SC
1630
Sykon Capital
New York
$249K -$15K -153 -6%
CPW
1631
Catalyst Private Wealth
California
$248K
OL
1632
Owen LaRue
Kentucky
$248K +$245K +2,502 New
LODC
1633
Lanham O'Dell & Company
West Virginia
$248K
WLIM
1634
White Lighthouse Investment Management
Massachusetts
$248K -$4.61K -47 -2%
NA
1635
Nordwand Advisors
Pennsylvania
$248K +$242K +2,472 +9,156%
BA
1636
Ballew Advisors
Mississippi
$247K -$2.56M -26,145 -91%
EWM
1637
Evermay Wealth Management
Virginia
$246K
AWAG
1638
ARS Wealth Advisors Group
Florida
$246K -$2.55K -26 -1%
KV
1639
Kickstand Ventures
New York
$246K -$3.33K -34 -1%
ME
1640
McIlrath & Eck
Washington
$246K
AG
1641
AmeriFlex Group
Nevada
$245K -$32.9K -336 -12%
SCA
1642
Scott Capital Advisors
Oregon
$245K -$30.1K -307 -11%
ZIG
1643
Zullo Investment Group
Pennsylvania
$244K -$6.86K -70 -3%
FMTCOCP
1644
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$243K +$57.3K +585 +31%
HI
1645
Human Investing
Oregon
$243K -$15.7K -160 -6%
MA
1646
Mosaic Advisors
Texas
$242K +$2.35K +24 +1%
RMAM
1647
Raab & Moskowitz Asset Management
New Jersey
$242K +$239K +2,441 New
AIP
1648
Almanack Investment Partners
Pennsylvania
$241K +$238K +2,434 New
TCWM
1649
Total Clarity Wealth Management
Illinois
$241K +$25.3K +258 +12%
PPG
1650
Peak Planning Group
Colorado
$241K -$29.5K -301 -11%

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.