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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
BC
1851
Barrett & Company
Rhode Island
$15.2K
HC
1852
Hurley Capital
New York
$14.7K
SCM
1853
Sterling Capital Management
North Carolina
$14K
TLA
1854
Tanglewood Legacy Advisors
Texas
$13.2K -$1.08K -11 -8%
FFO
1855
Fortitude Family Office
Arizona
$12.9K +$12.7K +130 New
IWMA
1856
Ironwood Wealth Management (Arizona)
Arizona
$12K -$5.98K -61 -34%
OSNBOA
1857
Old Second National Bank of Aurora
Illinois
$11.6K +$11.5K +117 New
IHWM
1858
Iron Horse Wealth Management
Iowa
$10.2K +$6.96K +71 +222%
AI
1859
Arvest Investments
Arkansas
$10K
SOW
1860
State of Wyoming
Wyoming
$9.92K
OPTFSNA
1861
Old Point Trust & Financial Services N A
Virginia
$9.42K
Deutsche Bank
1862
Deutsche Bank
Germany
$8.83K
PFA
1863
Pillar Financial Advisors
Kentucky
$8.63K
GI
1864
GAMMA Investing
California
$8.53K
BOJHT
1865
Bank of Jackson Hole Trust
Wyoming
$8.33K -$21.7K -221 -72%
NRG
1866
Nemes Rush Group
Michigan
$8.17K
CAM
1867
Clarity Asset Management
Iowa
$8.13K -$2.06K -21 -20%
LFA
1868
LGT Financial Advisors
Texas
$7.64K -$98 -1 -1%
IWM
1869
IMG Wealth Management
Florida
$7.44K -$35.6K -363 -83%
QWM
1870
Quaker Wealth Management
New Jersey
$7.14K +$7.05K +72 New
FCT
1871
First Community Trust
Iowa
$6.45K +$6.37K +65 New
SWIG
1872
Strategic Wealth Investment Group
Kentucky
$6.35K +$6.27K +64 New
TAM
1873
Townsend Asset Management
North Carolina
$6.25K
SL
1874
Salomon & Ludwin
Virginia
$6.02K -$1.76K -18 -23%
OIA
1875
Optimum Investment Advisors
Illinois
$5.95K

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.