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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
BCPWM
1826
Bradley & Co Private Wealth Management
Florida
$25.2K
SA
1827
SRH Advisors
Kansas
$24.8K
AWM
1828
AllSquare Wealth Management
New York
$23.3K
FWM
1829
FSA Wealth Management
Massachusetts
$23.2K
VWM
1830
Vermillion Wealth Management
Minnesota
$23K +$196 +2 +0.9%
HNB
1831
Hilltop National Bank
Wyoming
$21.8K +$21.6K +220 New
SIC
1832
SJS Investment Consulting
Ohio
$21.1K
MBFW
1833
Morton Brown Family Wealth
Pennsylvania
$20.7K
MMCM
1834
Murphy & Mullick Capital Management
New York
$20.4K +$98 +1 +0.5%
FFA
1835
Frazier Financial Advisors
Ohio
$20.4K
TF
1836
Tompkins Financial
New York
$20.2K
IRC
1837
Investors Research Corp
Georgia
$20.1K
EPIM
1838
Evelyn Partners Investment Management
$19.8K
FCMT
1839
Founders Capital Management (Texas)
Texas
$19.8K
KTC
1840
Kentucky Trust Company
Kentucky
$19.2K
FP
1841
Financial Perspectives
Minnesota
$18.8K
PAG
1842
Paladin Advisory Group
Iowa
$18.7K
DWM
1843
Dogwood Wealth Management
Kansas
$18.7K +$18.7K +191 New
MFT
1844
Moisand Fitzgerald Tamayo
Florida
$18.5K
APW
1845
Aventura Private Wealth
Florida
$18.5K
HIA
1846
HFM Investment Advisors
New Jersey
$17.8K +$2.65K +27 +18%
LI
1847
LRI Investments
Florida
$17.5K -$16.7K -170 -49%
PWA
1848
Principia Wealth Advisory
Texas
$17.2K +$17K +173 New
FGC
1849
Financial Gravity Companies
Texas
$16.5K +$16.3K +166 New
LWA
1850
Lowe Wealth Advisors
Maryland
$15.7K

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.