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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
LSIA
1701
LaSalle St. Investment Advisors
Illinois
$213K +$3.43K +35 +2%
WMN
1702
Wealth Management Nebraska
Nebraska
$211K -$671K -6,845 -76%
LPP
1703
Life Planning Partners
Florida
$211K +$392 +4 +0.2%
KPP
1704
Kings Path Partners
Texas
$210K -$2.45K -25 -1%
BWL
1705
Beacon Wealthcare LLC
North Carolina
$209K +$207K +2,108 New
AWM
1706
Accredited Wealth Management
Kentucky
$209K
BCM
1707
Boltwood Capital Management
California
$208K
GCL
1708
Gouws Capital LLC
North Carolina
$208K
PAM
1709
PCG Asset Management
New Jersey
$208K
WOSD
1710
WFA of San Diego
California
$208K +$206K +2,100 New
MG
1711
McHugh Group
Ohio
$207K
HCA
1712
Harbour Capital Advisors
Virginia
$207K +$5.39K +55 +3%
TCOT
1713
Trust Company of Toledo
Ohio
$206K
FWP
1714
Falcon Wealth Planning
California
$205K +$2.35K +24 +1%
PWA
1715
Primoris Wealth Advisors
Florida
$205K -$272K -2,771 -57%
PHIC
1716
Pine Haven Investment Counsel
Massachusetts
$205K
MWM
1717
Maltin Wealth Management
New Jersey
$204K +$202K +2,058 New
EWM
1718
Evercore Wealth Management
New York
$203K
PWM
1719
Partners Wealth Management
California
$203K
WCP
1720
Wick Capital Partners
Pennsylvania
$202K +$975K +9,947 +489%
FHC
1721
First Heartland Consultants
Missouri
$202K +$199K +2,034 New
TWM
1722
TCFG Wealth Management
California
$201K +$199K +2,029 New
WIC
1723
Woodmont Investment Counsel
Tennessee
$201K
DAM
1724
Delta Asset Management
Tennessee
$201K -$1.47K -15 -0.7%
FIM
1725
FWL Investment Management
Texas
$200K

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.