We are live on ! Find out more
AGG icon

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
PSFG
1776
Park Square Financial Group
Georgia
$87.1K -$46.2K -471 -35%
WAS
1777
Winch Advisory Services
Wisconsin
$85.7K
PK
1778
Pflug Koory
Nebraska
$84.5K +$784 +8 +0.9%
ACA
1779
Atlas Capital Advisors
Wyoming
$82.9K +$32.9K +336 +67%
AEPWM
1780
Atlantic Edge Private Wealth Management
Florida
$81.3K -$9.7K -99 -11%
TCM
1781
Tradewinds Capital Management
Washington
$79.9K
JFA
1782
JNBA Financial Advisors
Minnesota
$79K
MWA
1783
Medallion Wealth Advisors
Connecticut
$75.6K +$686 +7 +0.9%
TSMHT
1784
Thurston Springer Miller Herd & Titak
Indiana
$72.7K +$52.7K +538 +276%
ETS
1785
ESL Trust Services
New York
$71.4K
PP
1786
Pacifica Partners
Canada
$71.2K -$3.04K -31 -4%
BLC
1787
Brown, Lisle/Cummings
Rhode Island
$69.4K -$4.9K -50 -7%
RAM
1788
Riggs Asset Management
Pennsylvania
$69.3K
FFA
1789
Founders Financial Alliance
North Carolina
$68.7K -$188K -1,915 -73%
M
1790
MOTCO
Texas
$67.9K +$53.3K +544 +378%
KHC
1791
Koesten Hirschmann & Crabtree
Kansas
$65K +$4.51K +46 +8%
CFS
1792
Compass Financial Services
Iowa
$65K +$61.4K +627 +2,239%
AWM
1793
Activest Wealth Management
Florida
$61.2K +$43.3K +442 +253%
IAS
1794
IMA Advisory Services
Colorado
$59.9K +$59.2K +604 New
CPG
1795
Cornerstone Planning Group
New Jersey
$57.9K -$10.1K -103 -15%
HIA
1796
Harbor Investment Advisory
Maryland
$56.2K
CPA
1797
Compass Planning Associates
Massachusetts
$55.6K -$347K -3,539 -86%
NWM
1798
Navigoe Wealth Management
California
$53K -$2.74K -28 -5%
MAFA
1799
MJT & Associates Financial Advisory
Minnesota
$52.2K -$4.31K -44 -8%
SC
1800
Steph & Co
Wisconsin
$51.2K +$9.11K +93 +22%

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.