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iShares Core US Aggregate Bond ETF

2,079 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, 1,019 increasing their positions, 677 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 1,019 | 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 (+$554M)

0.3% more ownership

Funds ownership: 88.16%88.46% (+0.3%)

0% more funds holding

Funds holding: 2,0792,079 (0)

9% less funds holding in top 10

Funds holding in top 10: 384351 (-33)

92% less call options, than puts

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

Holders
2,079
Holders Change
Holders Change %
0%
% of All Funds
25.15%
Holding in Top 10
351
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-8.59%
% of All Funds
4.25%
New
144
Increased
1,019
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
Lazard Asset Management
476
Lazard Asset Management
New York
$12.7M -$913K -9,224 -7%
HF
477
HRT Financial
New York
$12.7M +$10.6M +106,850 +489%
MFG
478
Mann Financial Group
Minnesota
$12.7M -$657K -6,644 -5%
MWM
479
Modern Wealth Management
Kansas
$12.7M -$873K -8,823 -6%
NL
480
NDWM LLC
California
$12.7M +$862K +8,710 +7%
BCP
481
Blue Chip Partners
Michigan
$12.6M +$1.94M +19,657 +18%
SC
482
Slow Capital
California
$12.6M -$1.14M -11,518 -8%
LNWTC
483
Laird Norton Wetherby Trust Company
Washington
$12.5M +$691K +6,986 +6%
CT
484
Colonial Trust
South Carolina
$12.4M +$411K +4,152 +3%
PFM
485
Peak Financial Management
Massachusetts
$12.4M +$69.8K +705 +0.6%
GBWM
486
Granite Bay Wealth Management
New Hampshire
$12.3M +$8.2M +82,872 +199%
CCWA
487
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M +$1.84M +18,549 +18%
PFM
488
Phillips Financial Management
Indiana
$12.1M -$6.25M -63,165 -34%
CWP
489
Corepath Wealth Partners
Arizona
$12.1M +$663K +6,696 +6%
Luther King Capital Management (LKCM)
490
Luther King Capital Management (LKCM)
Texas
$12.1M
LFS
491
Lighthouse Financial Services
California
$12.1M +$53.2K +538 +0.4%
SCA
492
Sandy Cove Advisors
Massachusetts
$12.1M -$1.3M -13,096 -10%
CBT
493
Central Bank & Trust
Kentucky
$12M -$218K -2,202 -2%
HWM
494
HB Wealth Management
Georgia
$12M -$6.63K -67 -0.1%
TFO
495
Timonier Family Office
North Carolina
$12M +$12M +121,246 New
WFAG
496
Wescott Financial Advisory Group
Pennsylvania
$11.9M +$233K +2,351 +2%
PWM
497
Parkway Wealth Management
Texas
$11.9M -$85.6K -865 -0.7%
LIA
498
LifePlan Investment Advisors
North Carolina
$11.8M -$17.3K -175 -0.1%
COFSG
499
Carbahal Olsen Financial Services Group
California
$11.7M +$259K +2,615 +2%
WC
500
Westerkirk Capital
$11.7M -$1.46M -14,800 -11%

AGG Hedge Fund Activity: Q2 2026 in Review

2,079 of the 8,267 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 0.45% 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 1,019 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.

  • 2,079 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $123B of iShares Core US Aggregate Bond ETF stock for Q2 2026, up 0.45% 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.