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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
CBT
1751
Crews Bank & Trust
Florida
$146K +$1.18K +12 +0.8%
FFC
1752
First Financial Corp
Indiana
$142K -$45.2K -461 -24%
CSC
1753
Caldwell Sutter Capital
California
$141K
RI
1754
Ridgewood Investments
New Jersey
$140K
CICI
1755
Capital Investment Counsel Inc
North Carolina
$139K
CWM
1756
Cranbrook Wealth Management
Michigan
$138K +$35.1K +358 +35%
TCOV
1757
Trust Company of Vermont
Vermont
$136K +$51.3K +524 +62%
CG
1758
Curat Global
New Hampshire
$133K
GJIA
1759
Glass Jacobson Investment Advisors
Maryland
$129K
RDFA
1760
Ritter Daniher Financial Advisory
Ohio
$128K
OFG
1761
Oxford Financial Group
Indiana
$125K +$27.6K +282 +29%
OC
1762
Oakworth Capital
Alabama
$121K -$122K -1,241 -50%
NMG
1763
New Millennium Group
Utah
$120K -$490 -5 -0.4%
NEWAS
1764
N.E.W. Advisory Services
Wisconsin
$117K
Russell Investments Group
1765
Russell Investments Group
United Kingdom
$111K +$110K +1,123 New
BCV
1766
Banque Cantonale Vaudoise
Switzerland
$109K
CWP
1767
Concord Wealth Partners
Virginia
$107K +$43.6K +445 +70%
DWM
1768
Darwin Wealth Management
Florida
$106K -$17K -173 -14%
SWIM
1769
Smallwood Wealth Investment Management
New Jersey
$103K
BFO
1770
Biltmore Family Office
North Carolina
$102K -$4.9K -50 -5%
BIM
1771
Breakwater Investment Management
Washington
$102K
MFC
1772
Mechanics Financial Corp
Ohio
$99.2K
CFP
1773
Comprehensive Financial Planning
Pennsylvania
$98.4K
AIC
1774
Archer Investment Corporation
Indiana
$93.1K +$98 +1 +0.1%
GFL
1775
Granite FO LLC
New Hampshire
$89.6K +$294 +3 +0.3%

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.