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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
CT
501
Coastline Trust
Rhode Island
$11.7M +$2.28M +23,000 +24%
LWM
502
LeConte Wealth Management
Tennessee
$11.6M +$962K +9,719 +9%
VA
503
Valmark Advisers
Ohio
$11.5M -$1.11M -11,249 -9%
DLCIG
504
D.L. Carlson Investment Group
New Hampshire
$11.4M -$3.89M -39,295 -25%
AWM
505
Avior Wealth Management
Nebraska
$11.4M -$17.7M -178,708 -61%
MCC
506
Money Concepts Capital
Florida
$11.3M -$1.31M -13,192 -10%
BAM
507
Belpointe Asset Management
Nevada
$11.3M +$684K +6,910 +6%
GWM
508
Geneos Wealth Management
Colorado
$11.3M +$116K +1,173 +1%
MOS
509
MGO One Seven
Ohio
$11.2M -$395K -3,994 -3%
CPO
510
Cerity Partners OCIO
New York
$11.2M -$804K -8,126 -7%
ISWM
511
Independent Solutions Wealth Management
New York
$11.2M +$39.7K +401 +0.4%
AWM
512
Accurate Wealth Management
Florida
$11.1M +$2.02M +20,381 +22%
CTB
513
Country Trust Bank
Illinois
$11.1M -$17.6M -177,714 -61%
RC
514
Roundview Capital
New Jersey
$11.1M -$749K -7,569 -6%
CFG
515
Cosner Financial Group
Colorado
$11.1M +$503K +5,085 +5%
CIBC World Market
516
CIBC World Market
Ontario, Canada
$10.9M +$192K +1,943 +2%
MYIA
517
Mount Yale Investment Advisors
Colorado
$10.9M +$583K +5,895 +6%
NAM
518
NorthCrest Asset Manangement
Minnesota
$10.9M +$743K +7,509 +7%
HCA
519
Harpswell Capital Advisors
Maine
$10.9M +$609K +6,156 +6%
Kovitz Investment Group Partners
520
Kovitz Investment Group Partners
Illinois
$10.8M -$214K -2,158 -2%
KWA
521
Kingswood Wealth Advisors
California
$10.8M +$10.6K +107 +0.1%
MW
522
Merited Wealth
Florida
$10.7M +$4.8M +48,517 +81%
IC
523
IEQ Capital
California
$10.7M -$1.2M -12,103 -10%
MM
524
Main Management
California
$10.7M -$78.8K -796 -0.7%
KIA
525
Koenig Investment Advisory
Oregon
$10.7M +$269K +2,718 +3%

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.