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
JWBC
1951
John W. Brooker & Co
California
-$455K -4,603 Closed
TCM
1952
Twin Capital Management
Pennsylvania
-$441K -4,453 Closed
LA
1953
LexAurum Advisors
Kansas
-$434K -4,386 Closed
CG
1954
CFO4Life Group
Texas
-$423K -4,279 Closed
PGF
1955
Plan Group Financial
Oklahoma
-$416K -4,209 Closed
GS
1956
GTS Securities
New York
-$392K -3,965 Closed
NA
1957
Novus Advisors
South Carolina
-$374K -3,776 Closed
IWM
1958
Iams Wealth Management
Nebraska
-$373K -3,770 Closed
WWM
1959
Wiser Wealth Management
Georgia
-$366K -3,697 Closed
HCP
1960
Hexagon Capital Partners
Arkansas
-$332K -3,357 Closed
SSW
1961
Stone Summit Wealth
Florida
-$315K -3,188 Closed
MWM
1962
Maripau Wealth Management
Indiana
-$310K -3,137 Closed
AGC
1963
Aspen Grove Capital
Colorado
-$302K -3,048 Closed
SIA
1964
SkyView Investment Advisors
New Jersey
-$298K -3,012 Closed
FT
1965
Fiduciary Trust
Massachusetts
-$293K -2,959 Closed
ONST
1966
Old North State Trust
North Carolina
-$271K -2,800 Closed
PFC
1967
Phocas Financial Corp
California
-$276K -2,791 Closed
PPWM
1968
PFG Private Wealth Management
Florida
-$274K -2,769 Closed
PWMG
1969
Pinnacle Wealth Management Group
Michigan
-$270K -2,726 Closed
SPW
1970
Surience Private Wealth
Washington
-$266K -2,693 Closed
LWM
1971
Lakeridge Wealth Management
Ohio
-$265K -2,679 Closed
RFP
1972
Root Financial Partners
California
-$252K -2,551 Closed
PAMG
1973
Patton Albertson Miller Group
Tennessee
-$245K -2,473 Closed
WWA
1974
Wealth Watch Advisors
Colorado
-$240K -2,426 Closed
NA
1975
Nottingham Advisors
New York
-$238K -2,407 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.