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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
AFA
1976
AllGen Financial Advisors
Florida
-$233K -2,359 Closed
AIA
1977
AssuredPartners Investment Advisors
Florida
-$232K -2,341 Closed
PWMG
1978
Pioneer Wealth Management Group
Texas
-$228K -2,309 Closed
Wealthfront Advisers
1979
Wealthfront Advisers
California
-$221K -2,231 Closed
HA
1980
Herold Advisors
New York
-$220K -2,221 Closed
KW
1981
KWB Wealth
California
-$212K -2,187 Closed
KL
1982
KWMG LLC
Kansas
-$216K -2,185 Closed
AFO
1983
Allie Family Office
Florida
-$205K -2,098 Closed
RWB
1984
RMR Wealth Builders
New Jersey
-$208K -2,098 Closed
PCMF
1985
Private Capital Management (Florida)
Florida
-$205K -2,077 Closed
CCG
1986
Coastwise Capital Group
California
-$205K -2,071 Closed
RT
1987
Rockland Trust
Massachusetts
-$204K -2,058 Closed
FS
1988
Financial Symmetry
North Carolina
-$202K -2,045 Closed
MKA
1989
M. Kulyk & Associates
Georgia
-$202K -2,038 Closed
RCA
1990
Runnymede Capital Advisors
Ohio
-$165K -1,666 Closed
SIM
1991
Synergy Investment Management
Florida
-$160K -1,615 Closed
DI
1992
DAGCO Inc
Ohio
-$141K -1,422 Closed
NP
1993
NorthRock Partners
Minnesota
-$138K -1,391 Closed
EF
1994
Elite Financial
Idaho
-$133K -1,350 Closed
FPB
1995
First PREMIER Bank
South Dakota
-$132K -1,339 Closed
TCPG
1996
Trivant Custom Portfolio Group
California
-$109K -1,099 Closed
BAM
1997
Byrne Asset Management
New Jersey
-$52.5K -531 Closed
GGI
1998
Godsey & Gibb Inc
Virginia
-$45.9K -464 Closed
RWM
1999
Ruedi Wealth Management
Illinois
-$38.7K -391 Closed
MIM
2000
MTM Investment Management
South Carolina
-$36.6K -370 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.