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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$14.4B +$662M +6,759,779 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$7.67B -$388M -3,959,393 -5%
Wells Fargo
3
Wells Fargo
California
$5.53B +$177M +1,809,802 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.38B +$561M +5,728,914 +12%
BlackRock
5
BlackRock
New York
$4.93B +$520M +5,310,328 +12%
US Bancorp
6
US Bancorp
Minnesota
$4.36B +$972M +9,922,958 +29%
Bank of America
7
Bank of America
North Carolina
$4.36B +$188M +1,915,497 +5%
Morgan Stanley
8
Morgan Stanley
New York
$3.02B -$91.4M -932,850 -3%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.81B +$208M +2,124,707 +8%
Betterment LLC
10
Betterment LLC
New York
$2.29B +$117M +1,191,388 +5%
Mastercard Foundation Asset Management (MFAM)
11
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$1.88B +$504M +5,140,336 +37%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.88B +$205M +2,093,359 +12%
Northern Trust
13
Northern Trust
Illinois
$1.65B -$24.8M -253,511 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.63B +$128M +1,308,103 +9%
Goldman Sachs
15
Goldman Sachs
New York
$1.61B -$473M -4,831,074 -23%
Ameriprise
16
Ameriprise
Minnesota
$1.44B -$27.9M -284,629 -2%
APSPRSPT
17
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.33B +$1.9M +19,426 +0.1%
Creative Planning
18
Creative Planning
Kansas
$1.23B -$32.4M -330,301 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$40.9M +417,611 +4%
AA
20
Acorns Advisers
California
$1.17B -$73.4M -749,255 -6%
JHU
21
Johns Hopkins University
Maryland
$1.16B -$152M -1,546,799 -12%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.13B +$345M +3,519,407 +45%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.09B +$117M +1,189,779 +12%
LPL Financial
24
LPL Financial
California
$1.04B +$48M +489,642 +5%
WI
25
WealthNavi Inc
Japan
$993M -$32.2M -328,322 -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.