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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
PMA
1676
Prudent Man Advisors
Illinois
$228K
EFG
1677
Ehrlich Financial Group
California
$227K +$6.57K +67 +3%
EP
1678
Essential Planning
New Hampshire
$227K -$4.9K -50 -2%
HBT
1679
Hills Bank & Trust
Iowa
$226K +$4.02K +41 +2%
CPWA
1680
Cerro Pacific Wealth Advisors
California
$226K +$223K +2,277 New
BO
1681
Bank OZK
Arkansas
$226K +$5.78K +59 +3%
JGCM
1682
Joseph Group Capital Management
Ohio
$226K -$17.8K -182 -7%
FW
1683
FullCircle Wealth
Texas
$226K -$12.5K -128 -5%
AIA
1684
Allied Investment Advisors
Montana
$225K
WWM
1685
Waterway Wealth Management
Texas
$225K +$222K +2,265 New
BPC
1686
Banque Pictet & Cie
Switzerland
$224K
HIIFS
1687
Harel Insurance Investments & Financial Services
Israel
$222K +$18.6K +190 +9%
CFG
1688
Cooper Financial Group
California
$220K -$52.6K -537 -19%
PWP
1689
Pursue Wealth Partners
California
$220K
MTIC
1690
Missouri Trust & Investment Company
Missouri
$220K +$784 +8 +0.4%
BCMLT
1691
Beacon Capital Management LLC (Tennessee)
Tennessee
$220K -$236K -2,406 -52%
RWA
1692
Redhawk Wealth Advisors
Minnesota
$220K +$686 +7 +0.3%
3AM
1693
3EDGE Asset Management
Florida
$220K
PWM
1694
Palumbo Wealth Management
New York
$216K +$214K +2,180 New
PW
1695
Potentia Wealth
California
$216K +$213K +2,175 New
SWM
1696
SilverOak Wealth Management
Minnesota
$215K
VPWA
1697
Vestia Personal Wealth Advisors
Indiana
$215K +$10.5K +107 +5%
DWP
1698
Destiny Wealth Partners
Florida
$214K -$1.57K -16 -0.7%
TC
1699
TownSquare Capital
Utah
$213K -$5.06M -51,643 -96%
FDCDDQ
1700
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K -$13.6K -139 -6%

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.