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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
WAG
2001
Wiser Advisor Group
Arizona
-$27.9K -282 Closed
BFP
2002
Briaud Financial Planning
Texas
-$25K -254 Closed
GFPC
2003
Global Financial Private Client
Florida
-$24.4K -247 Closed
KWM
2004
Kiker Wealth Management
Georgia
-$22.3K -225 Closed
SFGP
2005
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$14.1K -143 Closed
CAWM
2006
Capital A Wealth Management
Pennsylvania
-$14K -142 Closed
CFO
2007
Colony Family Offices
North Carolina
-$13.4K -135 Closed
VBA
2008
von Borstel & Associates
Oregon
-$13K -132 Closed
CWC
2009
Carolinas Wealth Consulting
North Carolina
-$11.4K -115 Closed
BWM
2010
Bernard Wealth Management
Michigan
-$9.89K -100 Closed
MCA
2011
Maryland Capital Advisors
Maryland
-$9.7K -98 Closed
MFA
2012
McClarren Financial Advisors
Pennsylvania
-$59K -98 Closed
LWANC
2013
Laurel Wealth Advisors (North Carolina)
North Carolina
-$8.11K -82 Closed
PAI
2014
Pittenger & Anderson Inc
Nebraska
-$6.92K -70 Closed
NFSG
2015
Newbridge Financial Services Group
Florida
-$6.29K -64 Closed
VEA
2016
Virtus ETF Advisers
New York
-$5.44K -55 Closed
WAM
2017
WFA Asset Management
Wisconsin
-$4.73K -48 Closed
WA
2018
Whipplewood Advisors
Colorado
-$19.7K -38 Closed
HPC
2019
HM Payson & Co
Maine
-$3.56K -36 Closed
CWM
2020
Compass Wealth Management
Connecticut
-$3.17K -32 Closed
CW
2021
Curio Wealth
Maryland
-$49.8K -1 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.