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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
AFC
176
Adaptive Financial Consulting
Ohio
$51.8M -$570K -5,814 -1%
CCM
177
Chaney Capital Management
Washington
$51.2M +$6.92M +70,630 +16%
PEGL
178
P/E Global LLC
Massachusetts
$50.9M +$3.82M +38,951 +8%
KAS
179
Kestra Advisory Services
Texas
$50.8M +$13.9M +141,413 +38%
BC
180
Bricktown Capital
Michigan
$49.7M +$705K +7,192 +1%
PWM
181
Prentice Wealth Management
New York
$49.3M +$11.7M +119,790 +32%
FFN
182
Focus Financial Network
Minnesota
$49.3M -$14.4M -146,819 -23%
MWM
183
Mascoma Wealth Management
New Hampshire
$48.5M +$1.4M +14,328 +3%
LS
184
Liquid Strategies
Georgia
$48.1M -$2.69M -27,451 -5%
SCP
185
Stamos Capital Partners
California
$48.1M -$17M -173,991 -26%
GWM
186
GoalFusion Wealth Management
Texas
$47.9M +$917K +9,359 +2%
WANY
187
Wealthspire Advisors (New York)
New York
$47.5M -$5.07M -51,770 -10%
CFB
188
Cullen/Frost Bankers
Texas
$46.5M +$2.8M +28,526 +6%
FHA
189
First Horizon Advisors
Tennessee
$45.9M +$1.83M +18,718 +4%
NIM
190
NEOS Investment Management
Connecticut
$45.8M +$4.73M +48,240 +12%
1CP
191
1607 Capital Partners
Virginia
$45.4M -$12.3M -125,310 -21%
WFS
192
Walker Financial Services
Kentucky
$45.4M +$2.47M +25,257 +6%
OMC
193
Old Mission Capital
Illinois
$45.2M -$35.3M -360,758 -44%
MG
194
Mather Group
Illinois
$45.2M +$3.95M +40,313 +10%
AF
195
Allworth Financial
California
$44.4M +$2.71M +27,689 +7%
JSL
196
JT Stratford LLC
Georgia
$43.7M +$2.23M +22,723 +5%
SC
197
Scotia Capital
Ontario, Canada
$43.3M +$15.7M +160,427 +58%
Boston Partners
198
Boston Partners
Massachusetts
$43.2M
VCM
199
Verger Capital Management
North Carolina
$43.1M +$821K +8,378 +2%
BWS
200
Buck Wealth Strategies
Colorado
$43.1M +$2.34M +23,922 +6%

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.