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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
FCAM
151
First Citizens Asset Management
North Carolina
$65.1M -$371K -3,791 -0.6%
SHGA
152
Sand Hill Global Advisors
California
$64.2M +$1.47M +14,986 +2%
MCWS
153
McKinley Carter Wealth Services
West Virginia
$63.8M +$1.55M +15,850 +3%
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$63.7M +$12.5M +127,062 +5%
TC
155
Trust Company
Kansas
$63.6M +$304K +3,100 +0.5%
WC
156
Westerkirk Capital
$61.5M +$60.7M +619,500 New
SW
157
SVB Wealth
Massachusetts
$61.2M +$60.4M +616,915 New
KPWS
158
Kestra Private Wealth Services
Texas
$60.8M -$2.45M -24,970 -4%
EA
159
Efficient Advisors
Ohio
$60.2M -$256K -2,611 -0.4%
EIG
160
Ellenbecker Investment Group
Wisconsin
$59.3M +$8.45M +86,218 +17%
SGI
161
Summit Global Investments
Utah
$59.2M +$1.82M +18,527 +3%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$59.1M -$107K -1,091 -0.2%
JWA
163
JFS Wealth Advisors
Pennsylvania
$59M +$843K +8,605 +1%
Lido Advisors
164
Lido Advisors
California
$58.3M +$4.1M +41,891 +8%
NRI
165
NFP Retirement Inc
California
$58.3M -$7.34M -74,930 -11%
ZBNA
166
Zions Bancorporation, National Association
Utah
$55.6M +$6.8M +69,378 +14%
M&T Bank
167
M&T Bank
New York
$55.4M -$4.89M -49,887 -8%
CWG
168
Cornerstone Wealth Group
North Carolina
$55.2M +$6.61M +67,453 +14%
WSFS
169
Wilmington Savings Fund Society
Delaware
$55.1M -$17.1M -174,469 -24%
PAS
170
Park Avenue Securities
New York
$55M -$301K -3,076 -0.6%
SB
171
Sunflower Bank
Texas
$54.9M +$3.14M +32,000 +6%
NYLIM
172
New York Life Investment Management
New York
$54.8M +$5.55M +56,597 +11%
LBC
173
Lowe Brockenbrough & Co
Virginia
$53.7M +$35.8M +365,606 +208%
RCG
174
Rock Creek Group
District of Columbia
$53M -$31.8M -325,033 -38%
BB
175
Bell Bank
North Dakota
$52.6M -$2.1M -21,448 -4%

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.