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
KGP
1801
Keystone Global Partners
Colorado
$50.6K -$20.7K -211 -29%
T
1802
Transce3nd
Texas
$48K +$21.8K +222 +85%
DFA
1803
DHJJ Financial Advisors
Illinois
$41K
CHC
1804
City Holding Co
West Virginia
$40.9K -$29.3K -299 -42%
GC
1805
Gould Capital
Washington
$36.4K -$6.08K -62 -14%
C
1806
Covestor
United Kingdom
$35K -$2.65K -27 -7%
HBW
1807
Hazlett, Burt & Watson
West Virginia
$34K -$2.25K -23 -6%
RS
1808
Rakuten Securities
Japan
$33.4K -$59K -602 -64%
TFA
1809
Toth Financial Advisory
Virginia
$33.3K -$25.5K -260 -44%
CAM
1810
Chesapeake Asset Management
New York
$33.1K
RBC
1811
Roble Belko & Company
Pennsylvania
$33K
CWM
1812
Copia Wealth Management
Oregon
$32.8K -$5.68K -58 -15%
CWM
1813
Consultiva Wealth Management
Puerto Rico
$31.4K
ADL
1814
Asset Dedication LLC
California
$31.3K -$39.8K -406 -56%
PMFA
1815
Plante Moran Financial Advisors
Michigan
$31.2K +$15.8K +161 +105%
BMC
1816
Bear Mountain Capital
Washington
$30.9K +$196 +2 +0.6%
EWA
1817
Elevate Wealth Advisory
Georgia
$30.9K
WWMSC
1818
Wagner Wealth Management (South Carolina)
South Carolina
$30.3K
GWP
1819
Gen-Wealth Partners
Michigan
$29.9K +$490 +5 +2%
PAIM
1820
Punch & Associates Investment Management
Minnesota
$29.8K
MSG
1821
Main Street Group
Virginia
$29.2K +$9.21K +94 +47%
NRWA
1822
North Ridge Wealth Advisors
Oregon
$28.6K +$28.2K +288 New
CNBTD
1823
Citizens National Bank Trust Department
Mississippi
$27.3K -$39K -398 -59%
WTA
1824
Washington Trust Advisors
Massachusetts
$26.1K
AIA
1825
Angeles Investment Advisors
California
$25.7K +$25.4K +259 New

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.