We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

2,081 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, 678 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 678

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 (+$557M)

0.3% more ownership

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

0% more funds holding

Funds holding: 2,0792,081 (+2)

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
2,081
Holders Change
+2
Holders Change %
+0.1%
% 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
678
Closed
101
Calls
$11.7M
Puts
$150M
Net Calls
-$139M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
Sax Wealth Advisors
New Jersey
$6.61M +$1.57M +15,842 +31%
IWP
652
Innova Wealth Partners
Pennsylvania
$6.59M -$3.81M -38,517 -37%
NSIM
653
North Star Investment Management
Illinois
$6.59M +$1.64M +16,614 +33%
AWM
654
Apollon Wealth Management
South Carolina
$6.51M -$122K -1,233 -2%
AWM
655
Ameliora Wealth Management
Switzerland
$6.41M
QFA
656
Quattro Financial Advisors
Texas
$6.41M +$1.38M +13,915 +27%
THL
657
Tillman Hartley LLC
Colorado
$6.39M -$216K -2,186 -3%
DC
658
Destiny Capital
Colorado
$6.39M -$846K -8,552 -12%
GBT
659
Grove Bank & Trust
Florida
$6.39M +$104K +1,055 +2%
EW
660
Element Wealth
Mississippi
$6.29M +$103K +1,042 +2%
RWM
661
RKL Wealth Management
Pennsylvania
$6.29M -$86.6K -875 -1%
RSEWM
662
River's Edge Wealth Management
Pennsylvania
$6.23M +$262K +2,649 +4%
AP
663
Aspect Partners
Virginia
$6.23M +$851K +8,599 +16%
SWG
664
Summit Wealth Group
Vermont
$6.23M -$492K -4,971 -7%
LHC
665
Little House Capital
Massachusetts
$6.21M +$185K +1,873 +3%
JPLA
666
Joseph P. Lucia & Associates
New York
$6.21M +$449K +4,535 +8%
SG
667
Sharper & Granite
California
$6.2M +$151K +1,523 +2%
WA
668
Westfuller Advisors
New York
$6.19M +$1.25M +12,674 +25%
AM
669
Atwater Malick
Pennsylvania
$6.19M +$1.26M +12,725 +26%
WT
670
Whittier Trust
California
$6.18M +$52.6K +532 +0.9%
LIP
671
Lynch Investment Planning
Pennsylvania
$6.16M +$460K +4,645 +8%
AF
672
Arrow Financial
New York
$6.15M -$12.4K -125 -0.2%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.14M +$773K +7,810 +14%
SL
674
StoryOne LLC
Kansas
$6.11M +$6.1M +61,681 New
MA
675
Modus Advisors
Minnesota
$6.09M +$218K +2,203 +4%

AGG Hedge Fund Activity: Q2 2026 in Review

2,081 of the 8,273 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 0.46% 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 678 trimmed.

The largest buyer was BlackRock, adding an estimated $846M. The largest seller was Jones Financial Companies, cutting an estimated $2.18B.

  • 2,081 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 0.46% 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.