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iShares Core US Aggregate Bond ETF

2,078 hedge funds and large institutions have $123B invested in iShares Core US Aggregate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,018 increasing their positions, 677 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 677

43% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 101

0% more capital invested

Capital invested by funds: $122B → $123B (+$526M)

0.27% more ownership

Funds ownership: 88.16%88.44% (+0.27%)

0% less funds holding

Funds holding: 2,0792,078 (-1)

9% less funds holding in top 10

Funds holding in top 10: 384350 (-34)

92% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $150M

Holders
2,078
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
25.15%
Holding in Top 10
350
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-8.85%
% of All Funds
4.24%
New
144
Increased
1,018
Reduced
677
Closed
101
Calls
$11.7M
Puts
$150M
Net Calls
-$139M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
226
Evolve Private Wealth
California
$44M +$1.13M +11,372 +3%
DFC
227
DB Fitzpatrick & Co
Idaho
$44M +$1.45M +14,644 +3%
AG
228
Ascent Group
Virginia
$44M +$624K +6,302 +1%
EI
229
eCIO Inc
Wisconsin
$43.9M +$4.32M +43,703 +11%
TCM
230
Towercrest Capital Management
Pennsylvania
$43.9M +$3.47M +35,099 +9%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$43.8M +$3.62M +36,599 +9%
CBU
232
CIBC Bancorp USA
Illinois
$43.1M +$2.54M +25,691 +6%
SC
233
Syon Capital
California
$43M +$3.99M +40,319 +10%
NRI
234
NFP Retirement Inc
California
$42.9M +$1.16M +11,735 +3%
BWS
235
Buck Wealth Strategies
Colorado
$41.7M +$1.48M +14,975 +4%
SC
236
Savant Capital
Illinois
$41.6M +$29M +292,947 +228%
AIA
237
Arbor Investment Advisors
North Carolina
$41.2M +$918K +9,274 +2%
NMIMC
238
Northwestern Mutual Investment Management Company
Wisconsin
$40.7M -$2.63M -26,578 -6%
CFS
239
Commonwealth Financial Services
West Virginia
$40.3M +$40.3M +407,606 New
PAG
240
Private Advisor Group
New Jersey
$39.4M -$8.46M -85,514 -18%
VWA
241
Visionary Wealth Advisors
Illinois
$39M +$2.37M +23,988 +6%
DAS
242
Daybright Advisory Services
Florida
$38.5M +$4.27M +43,117 +12%
BIAS
243
Beacon Investment Advisory Services
New Jersey
$38.5M +$1.85M +18,742 +5%
FBFS
244
First Business Financial Services
Wisconsin
$38.5M +$1.28M +12,940 +3%
TA
245
Tectonic Advisors
Texas
$38.4M +$2.69M +27,142 +8%
BBES
246
Buffalo Business & Estate Services
New York
$38.3M -$42.3M -427,728 Closed
VCA
247
Verdence Capital Advisors
Maryland
$38.3M +$1.61M +16,269 +4%
IWC
248
Integrated Wealth Concepts
Massachusetts
$38M +$17.1M +172,890 +82%
BAM
249
Brave Asset Management
New Jersey
$37.9M -$1.68M -16,947 -4%
LWA
250
Lineweaver Wealth Advisors
Ohio
$37.5M +$1.09M +11,048 +3%

AGG Hedge Fund Activity: Q2 2026 in Review

2,078 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2026, worth a combined $123B — up 0.43% from $122B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new AGG positions and 101 closed out — a net gain of 43 holders — while 1,018 added to existing stakes and 677 trimmed.

The largest buyer was BlackRock, adding an estimated $846M. The largest seller was Jones Financial Companies, cutting an estimated $2.18B.

  • 2,078 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2026, down from 2,079 in Q1 2026.
  • Funds reported $123B of iShares Core US Aggregate Bond ETF stock for Q2 2026, up 0.43% quarter-over-quarter.
  • 144 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2026 and 101 closed out, a net change of +43 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q2 2026 was BlackRock, an estimated $846M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q2 2026 was Jones Financial Companies, an estimated $2.18B sold.

Based on aggregated 13F filings for Q2 2026.