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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
C1AG
1651
Client 1st Advisory Group
Florida
$241K
WA
1652
WealthTrust Axiom
Pennsylvania
$240K
OBWP
1653
O'Brien Wealth Partners
Massachusetts
$240K -$20.5K -209 -8%
PWS
1654
Precision Wealth Strategies
Missouri
$240K +$237K +2,420 New
SO
1655
Sierra Ocean
California
$240K
KCM
1656
Kanawha Capital Management
Virginia
$239K -$12K -122 -5%
MFC
1657
Morris Financial Concepts
South Carolina
$238K -$21.9K -224 -9%
HCM
1658
Hengehold Capital Management
Ohio
$238K -$150K -1,526 -39%
FSA
1659
Fort Sheridan Advisors
Illinois
$235K -$17.7K -181 -7%
NG
1660
Novem Group
New York
$235K +$20.7K +211 +10%
FAN
1661
Financial Advisors Network
California
$235K -$5.39K -55 -2%
WFL
1662
Wealth Forward LLC
North Dakota
$233K +$230K +2,346 New
DWM
1663
Daner Wealth Management
Georgia
$233K +$230K +2,350 New
RIL
1664
Rothschild Investment LLC
Illinois
$232K +$6.66K +68 +3%
PWM
1665
Palacios Wealth Management
Florida
$232K
FDW
1666
Fourth Dimension Wealth
Ohio
$232K +$185K +1,885 +416%
FA
1667
Fiduciary Alliance
South Carolina
$232K +$229K +2,334 New
MA
1668
MONECO Advisors
Connecticut
$231K +$2.94K +30 +1%
BOPW
1669
Brandywine Oak Private Wealth
Pennsylvania
$230K -$136K -1,390 -37%
FMTC
1670
Farmers & Merchants Trust Company
California
$230K +$227K +2,319 New
LOPW
1671
Live Oak Private Wealth
North Carolina
$229K -$7.05K -72 -3%
SOAG
1672
Silver Oak Advisory Group
Oregon
$229K
KFGK
1673
Keystone Financial Group (Kentucky)
Kentucky
$228K -$712K -7,267 -76%
ESB
1674
Essex Savings Bank
Connecticut
$228K -$22.3K -228 -9%
AP
1675
Appleton Partners
Massachusetts
$228K +$21.4K +218 +10%

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.