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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
SAG
51
SageView Advisory Group
California
$350M -$17.6M -177,449 -5%
SDIC
52
South Dakota Investment Council
South Dakota
$342M +$17.9M +181,100 +6%
JT
53
Jupiter Topco
New York
$326M +$326M +3,291,989 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$321M +$5.54M +55,986 +2%
MSA
55
Mason Street Advisors
Wisconsin
$302M +$155K +1,567 +0.1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$294M +$9.85M +99,511 +3%
FMI
57
Factory Mutual Insurance
Massachusetts
$291M +$111M +1,118,000 +61%
DWM
58
Dynasty Wealth Management
Florida
$287M +$15.8M +159,962 +6%
SP
59
Stairway Partners
Illinois
$278M +$37M +373,958 +15%
ETC
60
Exchange Traded Concepts
Oklahoma
$277M +$37.1M +375,320 +15%
BL
61
Balentine LLC
Georgia
$271M -$22.4M -226,367 -8%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$269M +$138M +1,392,389 +105%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$258M +$6.95M +70,254 +3%
SPIA
64
Steward Partners Investment Advisory
New York
$250M -$121M -1,226,820 -33%
BTI
65
Blue Trust Inc
Georgia
$239M -$3.14M -31,774 -1%
HFS
66
Hantz Financial Services
Michigan
$236M +$39.7M +400,777 +20%
DCM
67
Disciplina Capital Management
Tennessee
$236M +$14.6M +147,791 +7%
Osaic Holdings
68
Osaic Holdings
Arizona
$235M +$20.1M +203,482 +9%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$216M -$86.4M -873,073 -29%
TWIM
70
TIAA Wealth Investment Management
New York
$193M +$10.1M +101,898 +6%
QWP
71
Quotient Wealth Partners
Texas
$192M +$6.33M +63,998 +3%
AWM
72
Axxcess Wealth Management
California
$183M +$6.06M +61,241 +3%
NPT
73
National Philanthropic Trust
Pennsylvania
$180M +$1.38M +13,961 +0.8%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$178M +$1.8M +18,201 +1%
DWM
75
Destination Wealth Management
California
$176M +$8.97M +90,616 +5%

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.