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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
PWMG
1901
Prestige Wealth Management Group
New Jersey
$1.39K
NWM
1902
Nova Wealth Management
Florida
$1.29K +$1.27K +13 New
NRC
1903
New Republic Capital
North Carolina
$1.19K
OL
1904
one8zero8 LLC
North Carolina
$992 -$102K -1,042 -99%
GIM
1905
GE Investment Management
Connecticut
$992
AWM
1906
Angeles Wealth Management
California
$893
PFG
1907
Premier Financial Group
California
$693 +$686 +7 New
PWM
1908
Parkworth Wealth Management
California
$226
KG
1909
Kilter Group
New York
$199 +$196 +2 New
SHF
1910
Safe Harbor Fiduciary
Florida
$99
HI
1911
Hoey Investments
Pennsylvania
$78
SWM
1912
Shakespeare Wealth Management
Wisconsin
-$30.3M -306,737 Closed
FA
1913
Fedenia Advisers
Wisconsin
-$23.5M -238,018 Closed
RAM
1914
Readystate Asset Management
Illinois
-$14.1M -142,300 Closed
SG Americas Securities
1915
SG Americas Securities
New York
-$12.9M -130,075 Closed
KFG
1916
Kropog Financial Group
Louisiana
-$11.8M -119,771 Closed
PA
1917
PFG Advisors
Arizona
-$11.5M -116,159 Closed
TSS
1918
Two Sigma Securities
New York
-$11M -110,786 Closed
Daiwa Securities Group
1919
Daiwa Securities Group
Japan
-$10.3M -104,020 Closed
PI
1920
Parkside Investments
Illinois
-$9.6M -96,999 Closed
Wolverine Trading
1921
Wolverine Trading
Illinois
-$8.22M -83,894 Closed
GDP
1922
Great Diamond Partners
Maine
-$8.08M -81,669 Closed
CPCM
1923
Cornerstone Partners Capital Management
Virginia
-$8.07M -81,620 Closed
FFP
1924
Forbes Financial Planning
Rhode Island
-$8.01M -81,025 Closed
SP
1925
SIH Partners
Delaware
-$7.4M -74,780 Closed

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.