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iShares Core US Aggregate Bond ETF

2,080 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 145 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

44% more first-time investments, than exits

New positions opened: 145 | 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: 2,0792,080 (+1)

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
2,080
Holders Change
+1
Holders Change %
+0.05%
% 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
4.24%
New
145
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
WF
576
Wayfinding Financial
Washington
$8.67M -$264K -2,664 -3%
CFA
577
Capstone Financial Advisors
Illinois
$8.62M +$132K +1,333 +2%
SWTS
578
Stonehaven Wealth & Tax Solutions
Wisconsin
$8.62M +$34.9K +353 +0.4%
AWA
579
Arkadios Wealth Advisors
Georgia
$8.61M +$16.9K +171 +0.2%
CIAS
580
CFS Investment Advisory Services
New Jersey
$8.6M -$550K -5,560 -6%
CI
581
CX Institutional
Indiana
$8.58M +$2.39M +24,198 +39%
CPIG
582
Chicago Partners Investment Group
Illinois
$8.56M -$1.39M -14,081 -14%
SW
583
Simplicity Wealth
New Jersey
$8.54M +$3.28M +33,128 +62%
AI
584
Atria Investments
North Carolina
$8.48M -$40.5M -408,822 -83%
PPWP
585
Premier Path Wealth Partners
New Jersey
$8.4M +$689K +6,964 +9%
CNBOF
586
City National Bank of Florida
Florida
$8.36M +$1.89M +19,147 +29%
EFG
587
Erickson Financial Group
Pennsylvania
$8.33M +$367K +3,708 +5%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$8.32M +$138K +1,393 +2%
National Bank of Canada
589
National Bank of Canada
Quebec, Canada
$8.32M -$10.8M -108,815 -56%
CTA
590
Chesley Taft & Associates
Illinois
$8.31M +$357K +3,604 +4%
GWS
591
Greykasell Wealth Strategies
California
$8.19M -$1.4M -14,139 -15%
FA
592
FDx Advisors
Illinois
$8.16M -$58.2K -588 -0.7%
FCA
593
Fortis Capital Advisors
Kansas
$8.1M +$281K +2,841 +4%
Kayne Anderson Rudnick Investment Management
594
Kayne Anderson Rudnick Investment Management
California
$8.03M +$447K +4,513 +6%
CWWM
595
Curry Webb Wealth Management
Indiana
$8.02M +$2.55M +25,785 +47%
BWG
596
Boomfish Wealth Group
Georgia
$8.02M -$12.8K -129 -0.2%
NS
597
NBC Securities
Alabama
$8.02M +$1.09M +11,015 +16%
SA
598
Sovran Advisors
California
$7.97M +$292K +2,954 +4%
NWM
599
Navigate Wealth Management
Alabama
$7.96M +$841K +8,502 +12%
GAA
600
Global Assets Advisory
Florida
$7.91M +$355K +3,587 +5%

AGG Hedge Fund Activity: Q2 2026 in Review

2,080 of the 8,271 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: 145 funds opened new AGG positions and 101 closed out — a net gain of 44 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.

  • 2,080 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2026, up from 2,079 in Q1 2026.
  • Funds reported $123B of iShares Core US Aggregate Bond ETF stock for Q2 2026, up 0.45% quarter-over-quarter.
  • 145 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2026 and 101 closed out, a net change of +44 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.