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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
SFG
401
Strategic Financial Group
Michigan
$17.5M +$60.9K +616 +0.4%
SWP
402
Stratos Wealth Partners
Ohio
$17.4M -$3.42M -34,540 -16%
William Blair & Company
403
William Blair & Company
Illinois
$17.3M +$1.13M +11,421 +7%
OAM
404
Oppenheimer Asset Management
New York
$17.3M +$2.32M +23,477 +16%
WT
405
Washington Trust
Rhode Island
$17.1M -$150K -1,512 -0.9%
SWP
406
Summit Wealth Partners
Florida
$16.8M -$604K -6,107 -3%
Renaissance Technologies
407
Renaissance Technologies
New York
$16.8M +$16.8M +169,699 New
PWP
408
PrairieView Wealth Partners
Illinois
$16.6M +$1.81M +18,284 +12%
GCM
409
Genus Capital Management
British Columbia, Canada
$16.6M
CLGM
410
Capitolis Liquid Global Markets
New York
$16.5M -$1.07M -10,800 -6%
GM
411
GeoWealth Management
Illinois
$16.3M +$3.39M +34,265 +26%
FCT
412
Family Capital Trust
Massachusetts
$16.3M +$1.64M +16,571 +11%
FPGK
413
Financial Partners Group (Kansas)
Kansas
$16.2M -$402K -4,067 -2%
RF
414
Robinswood Financial
Washington
$16.2M +$851K +8,601 +6%
GC
415
Grimes & Company
Massachusetts
$16.2M +$1.08M +10,910 +7%
NBWM
416
North Berkeley Wealth Management
California
$16.2M +$7.34M +74,139 +83%
MGIA
417
Moneta Group Investment Advisors
Missouri
$16M +$757K +7,655 +5%
SHWM
418
Smith & Howard Wealth Management
Georgia
$16M +$3.03M +30,658 +23%
FFA
419
First Foundation Advisors
California
$16M -$51.9K -525 -0.3%
MAM
420
Mullooly Asset Management
New Jersey
$15.9M +$1.41M +14,220 +10%
SFSG
421
Sound Financial Strategies Group
Mississippi
$15.9M -$29.9K -302 -0.2%
SL
422
Sentinus LLC
Illinois
$15.9M +$306K +3,091 +2%
NB
423
Nicolet Bankshares
Wisconsin
$15.8M -$387K -3,912 -2%
CT
424
Caldwell Trust
Florida
$15.7M +$1.31M +13,216 +9%
AFO
425
Arrowroot Family Office
California
$15.7M -$65.6K -663 -0.4%

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.