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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
DWS
251
Discipline Wealth Solutions
South Carolina
$37.5M -$930K -9,396 -2%
IP
252
Indivisible Partners
Florida
$37.4M +$34.2M +345,293 +1,060%
PWA
253
Provenance Wealth Advisors
Florida
$37.1M +$850K +8,593 +2%
VC
254
Vicus Capital
Pennsylvania
$37.1M -$1.61M -16,293 -4%
BFA
255
Bright Financial Advisors
Michigan
$36.7M +$957K +9,674 +3%
ASN
256
Advisory Services Network
Georgia
$36.5M +$3.55M +35,857 +11%
FBT
257
First Bank & Trust
South Dakota
$36.3M +$902K +9,119 +3%
Financial Engines Advisors
258
Financial Engines Advisors
California
$36.3M +$940K +9,499 +3%
MAM
259
McLean Asset Management
Virginia
$36.2M +$33.1M +334,951 +916%
PWM
260
Perigon Wealth Management
California
$36M +$2.65M +26,738 +8%
GEM
261
Global Endowment Management
North Carolina
$35.9M +$2.75M +27,811 +8%
LI
262
LVZ Inc
Michigan
$35.6M +$951K +9,614 +3%
AIP
263
Ameritas Investment Partners
Nebraska
$35.3M +$99 +1 +0%
PCG
264
Prosperity Consulting Group
Maryland
$35.1M -$1.97M -19,955 -5%
PFA
265
Professional Financial Advisors
Nebraska
$34.9M -$33.9M -343,113 -49%
SF
266
Summit Financial
New Jersey
$34.9M +$3.07M +31,061 +10%
AWA
267
Acumen Wealth Advisors
Tennessee
$34.6M +$134K +1,358 +0.4%
PFA
268
Pure Financial Advisors
California
$34.6M +$6.34M +64,119 +22%
MSFS
269
Main Street Financial Solutions
Pennsylvania
$34.4M +$2.3M +23,293 +7%
SIM
270
Strategic Investment Management
Virginia
$34.1M +$34.1M +344,640 New
AF
271
Advisornet Financial
Minnesota
$33.9M +$424K +4,281 +1%
UBV
272
United Bank (Virginia)
Virginia
$33.7M -$211K -2,128 -0.6%
FBB
273
Fulton Breakefield Broenniman
Maryland
$33.7M -$5.75M -58,089 -15%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$33.5M +$33.5M +338,933 New
PEGL
275
P/E Global LLC
Massachusetts
$33.5M +$2.5M +25,249 +8%

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.