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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
CI
1926
Centerstone Investors
New York
-$4.94M -51,000 Closed
ARC
1927
Advisor Resource Council
Texas
-$3.82M -38,596 Closed
SG
1928
Stanich Group
New York
-$3.75M -37,864 Closed
Optiver Holding
1929
Optiver Holding
Netherlands
-$3.55M -35,839 Closed
FCI
1930
Financial Counselors Inc
Kansas
-$3.5M -35,432 Closed
TLFA
1931
True Link Financial Advisors
California
-$2.97M -30,000 Closed
PIWA
1932
Prevail Innovative Wealth Advisors
Kansas
-$2.24M -22,693 Closed
EFA
1933
Evernest Financial Advisors
Indiana
-$2.07M -20,906 Closed
GP
1934
Greenline Partners
New York
-$31.5K -19,545 Closed
MWA
1935
Muirfield Wealth Advisors
North Carolina
-$1.89M -19,122 Closed
VF
1936
Vawter Financial
Ohio
-$1.86M -18,818 Closed
RL
1937
Retireful LLC
Michigan
-$1.73M -17,533 Closed
GC
1938
GFG Capital
Florida
-$1.55M -15,681 Closed
HOWA
1939
Heritage Oak Wealth Advisors
Florida
-$1.44M -14,570 Closed
FFB
1940
First Financial Bankshares
Texas
-$1.32M -13,374 Closed
AC
1941
ASB Consultores
Florida
-$1.06M -10,730 Closed
AAA
1942
AG Asset Advisory
California
-$1M -10,114 Closed
KFG
1943
Kingdom Financial Group
Arizona
-$724K -7,323 Closed
AF
1944
Aviso Financial
Ontario, Canada
-$628K -6,341 Closed
RIM
1945
Redwood Investment Management
Arizona
-$598K -6,049 Closed
TDWM
1946
Topel & Distasi Wealth Management
California
-$587K -5,930 Closed
TCM
1947
Tassel Capital Management
North Carolina
-$544K -5,495 Closed
RFA
1948
RTD Financial Advisors
Pennsylvania
-$537K -5,427 Closed
LAMNM
1949
Longview Asset Management (New Mexico)
New Mexico
-$485K -4,899 Closed
CPCM
1950
Cardinal Point Capital Management
Ontario, Canada
-$480K -4,853 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.