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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
PAG
201
Private Advisor Group
New Jersey
$42.7M +$2.91M +29,664 +7%
FSC
202
Full Sail Capital
Oklahoma
$42.6M +$2.06M +20,987 +5%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$42.6M -$3.23K -33 -0%
GP
204
Gridiron Partners
Pennsylvania
$42.2M +$1.87M +19,088 +5%
VC
205
Vicus Capital
Pennsylvania
$42M +$547K +5,586 +1%
KP
206
Keel Point
Alabama
$41.8M +$592K +6,045 +1%
MWM
207
MTC Wealth Management
Florida
$41.5M -$1.34M -13,682 -3%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$41.4M +$29.9M +305,145 +272%
TCM
209
Twele Capital Management
Minnesota
$41.3M +$2.02M +20,642 +5%
TPCW
210
TD Private Client Wealth
New York
$41.1M +$1.31M +13,320 +3%
ANB
211
Amarillo National Bank
Texas
$40.9M -$9.59M -97,832 -19%
DFC
212
DB Fitzpatrick & Co
Idaho
$40.8M +$809K +8,259 +2%
AG
213
Ascent Group
Virginia
$40.8M +$3.43M +35,040 +9%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$40.6M -$163K -1,660 -0.4%
PP
215
Passaic Partners
New Jersey
$40.6M +$11.2M +113,905 +39%
AWM
216
Abound Wealth Management
Tennessee
$40.2M +$1.65M +16,839 +4%
EH
217
Equitable Holdings
New York
$40.1M +$702K +7,164 +2%
COI
218
Connable Office Inc
Michigan
$39.8M +$11.8M +119,947 +43%
SPP
219
Single Point Partners
Massachusetts
$39.7M +$840K +8,574 +2%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$39.6M +$2.25M +22,929 +6%
LFS
221
Legacy Financial Strategies
Kansas
$39.6M +$199K +2,030 +0.5%
AIA
222
Arbor Investment Advisors
North Carolina
$39.6M +$399K +4,075 +1%
STA
223
Summit Trail Advisors
New York
$39.4M +$39M +397,534 New
AFAS
224
Acorn Financial Advisory Services
Virginia
$38.9M +$993K +10,135 +3%
FPCP
225
Fort Point Capital Partners
California
$38.7M +$1.18M +12,000 +3%

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.