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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
CWMK
301
Caliber Wealth Management (Kansas)
Kansas
$30.6M +$433K +4,377 +1%
SWM
302
Spire Wealth Management
Virginia
$30.4M +$76.5K +773 +0.3%
HWA
303
Heartwood Wealth Advisors
Virginia
$30.3M +$518K +5,238 +2%
WIM
304
WealthPlan Investment Management
Nebraska
$30.3M +$7.35M +74,304 +32%
FMC
305
First Merchants Corp
Indiana
$30.2M -$1.21M -12,185 -4%
FFS
306
Founders Financial Securities
Maryland
$29.9M +$1.24M +12,560 +4%
BWCS
307
Beirne Wealth Consulting Services
Connecticut
$29.8M -$12.4M -125,221 -29%
CFP
308
Catalyst Financial Partners
Massachusetts
$29.5M +$2.35M +23,737 +9%
MAM
309
Markin Asset Management
New York
$28.8M -$345K -3,487 -1%
HW
310
Hancock Whitney
Mississippi
$28.6M +$1.67M +16,868 +6%
FD
311
Financial Designs
California
$28.5M +$1.51M +15,298 +6%
HCM
312
Hudson Capital Management
New Jersey
$28.1M +$841K +8,502 +3%
HI
313
Horizon Investments
North Carolina
$28M -$24.2M -244,672 -46%
WB
314
Webster Bank
Connecticut
$27.9M +$2.25M +22,738 +9%
GBI
315
GP Brinson Investments
Illinois
$27.8M
BOH
316
Bank of Hawaii
Hawaii
$27.8M +$1.33M +13,465 +5%
RFC
317
Regions Financial Corp
Alabama
$27.7M +$721K +7,283 +3%
TBC
318
Ted Buchan & Co
California
$27.5M +$592K +5,986 +2%
FFA
319
Farther Finance Advisors
California
$27.4M +$757K +7,647 +3%
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
$27.2M +$27.2M +275,000 New
QCM
321
Quantinno Capital Management
New York
$27.1M +$24.2M +244,481 +846%
CGFA
322
Colton Groome Financial Advisors
North Carolina
$26.8M +$316K +3,189 +1%
FCIM
323
Fairview Capital Investment Management
California
$26.4M -$1.52M -15,349 -5%
AL
324
Aspiriant LLC
California
$26.1M +$3.91M +39,495 +18%
WIA
325
World Investment Advisors
California
$25.7M -$430K -4,347 -2%

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.