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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
MCA
1726
Midwest Capital Advisors
Michigan
$197K -$35.1K -358 -15%
TFM
1727
TFC Financial Management
Massachusetts
$192K +$190K +1,935 New
CIA
1728
Cape Investment Advisory
Georgia
$191K +$3.14K +32 +2%
KSWA
1729
Kathleen S. Wright Associates
Pennsylvania
$184K +$65.8K +672 +57%
RMP
1730
Richards, Merrill & Peterson
Washington
$183K +$7.35K +75 +4%
KFI
1731
Key Financial Inc
Pennsylvania
$182K +$5.19K +53 +3%
ITIM
1732
Indiana Trust & Investment Management
Indiana
$181K +$79.7K +813 +81%
CB
1733
CNB Bank
Pennsylvania
$178K
GTAM
1734
Global Trust Asset Management
Florida
$178K
DSC
1735
Duncker Streett & Co
Missouri
$178K
BDPWM
1736
Barnes Dennig Private Wealth Management
Ohio
$174K +$172K +1,753 New
MPCG
1737
Matrix Private Capital Group
New York
$171K
CPA
1738
Cardiff Park Advisors
California
$164K +$1.37K +14 +0.9%
BONH
1739
Bank of New Hampshire
New Hampshire
$164K
CWM
1740
CarsonAllaria Wealth Management
Illinois
$162K +$113K +1,158 +246%
VWWMG
1741
Vermillion & White Wealth Management Group
Pennsylvania
$161K +$2.74K +28 +2%
BHWM
1742
Beaird Harris Wealth Management
Texas
$156K
DJSG
1743
D.J. St. Germain
Massachusetts
$156K +$152K +1,548 +6,192%
AGWCA
1744
Annis Gardner Whiting Capital Advisors
Florida
$156K +$4.02K +41 +3%
VWM
1745
Valley Wealth Managers
New Jersey
$155K +$23.4K +239 +18%
HWA
1746
HHM Wealth Advisors
Tennessee
$154K -$98K -1,000 -39%
CA
1747
Centerpoint Advisors
Massachusetts
$154K
FF
1748
Friedenthal Financial
New Jersey
$152K +$8.92K +91 +6%
FWA
1749
Flagship Wealth Advisors
Massachusetts
$148K +$147K +1,496 New
BSB
1750
Bangor Savings Bank
Maine
$148K

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.