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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
TCBWMS
351
Texas Capital Bank Wealth Management Services
Texas
$23M +$1.13M +11,399 +5%
HI
352
Harbour Investments
Wisconsin
$22.9M -$286K -2,889 -1%
TWM
353
Tanager Wealth Management
United Kingdom
$22.5M -$2.5M -25,294 -10%
AIA
354
Ally Invest Advisors
North Carolina
$22.5M +$1.35M +13,632 +6%
SS
355
SBI Securities
Japan
$22.4M +$308K +3,108 +1%
TP
356
Thayer Partners
Pennsylvania
$22.2M +$1.11M +11,263 +5%
WI
357
WrapManager Inc
California
$22.2M +$327K +3,306 +1%
SI
358
Stephens Inc
Arkansas
$22.1M +$225K +2,272 +1%
SCM
359
Sheridan Capital Management
California
$22.1M -$386K -3,904 -2%
LFAS
360
Level Four Advisory Services
Texas
$22M -$1.9M -19,227 -8%
TIA
361
Tiemann Investment Advisors
California
$22M +$1.11M +11,225 +5%
LPT
362
Legacy Private Trust
Wisconsin
$21.8M +$439K +4,435 +2%
OFG
363
Omega Financial Group
California
$21.4M +$1.19M +12,045 +6%
SCP
364
Stamos Capital Partners
California
$21.4M -$70.2M -709,892 -77%
BA
365
Ballast Advisors
Minnesota
$21.3M +$1.55M +15,618 +8%
I2I
366
Insight 2811 Inc
Illinois
$21.2M +$193K +1,949 +0.9%
DE
367
Diversified Enterprises
Delaware
$21.2M +$1.29M +13,001 +6%
HI
368
Hudock Inc
Pennsylvania
$21M +$231K +2,337 +1%
AWMG
369
Alliance Wealth Management Group
New Jersey
$21M +$3.2M +32,330 +18%
TWM
370
TRB Wealth Management
Texas
$20.8M +$749K +7,575 +4%
WANY
371
Wealthspire Advisors (New York)
New York
$20.8M +$5.93M +59,899 +40%
LFS
372
Lutz Financial Services
Nebraska
$20.7M -$18.7K -189 -0.1%
CTA
373
Colonial Trust Advisors
South Carolina
$20.7M +$1.48M +14,923 +8%
GC
374
Garde Capital
Washington
$20.6M +$20.6M +208,346 New
EL
375
ES4 LLC
California
$20.5M +$5.18M +52,370 +34%

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.