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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
SSW
726
Smith Shellnut Wilson
Mississippi
$5.26M +$297K +3,002 +6%
IA
727
Invested Advisors
Pennsylvania
$5.25M +$147K +1,484 +3%
KA
728
Kovack Advisors
Florida
$5.23M -$186K -1,878 -3%
RFO
729
RiverGlades Family Offices
Florida
$5.21M +$88.5K +894 +2%
CMAI
730
Capital Management Associates Inc
Minnesota
$5.2M +$15.5K +157 +0.3%
HIP
731
HUB Investment Partners
Texas
$5.16M +$91.7K +927 +2%
TC
732
Toews Corporation
New Jersey
$5.15M +$5.15M +52,026 New
PFGIA
733
Patriot Financial Group Insurance Agency
Massachusetts
$5.15M -$4.88M -49,358 -49%
JGIA
734
Jackson Grant Investment Advisers
Connecticut
$5.12M -$34K -344 -0.7%
Empower Advisory Group
735
Empower Advisory Group
Colorado
$5.12M -$270K -2,731 -5%
VFIC
736
Valley Forge Investment Consultants
Pennsylvania
$5.1M +$2.03M +20,498 +66%
AIP
737
Avail Investment Partners
Pennsylvania
$5.1M +$567K +5,726 +13%
NLA
738
Northern Lights Advisors
Washington
$5.06M +$518K +5,240 +11%
OPWM
739
Oxinas Partners Wealth Management
Indiana
$5.03M +$230K +2,321 +5%
LCG
740
Lynx Capital Group
Ohio
$5.02M +$1.7M +17,175 +51%
PF
741
PlanVest Financial
Maryland
$5.01M +$122K +1,238 +3%
SC
742
SouthState Corp
Florida
$4.99M -$177K -1,784 -3%
PI
743
PFG Investments
New York
$4.98M +$211K +2,132 +4%
CWMS
744
Cannon Wealth Management Services
North Carolina
$4.97M +$111K +1,124 +2%
FPW
745
Flagship Private Wealth
Massachusetts
$4.94M -$51.5K -521 -1%
QCG
746
Quadrant Capital Group
Ohio
$4.93M -$62.2K -629 -1%
EGA
747
E&G Advisors
Texas
$4.92M -$33.5K -339 -0.7%
AWM
748
Accel Wealth Management
Iowa
$4.91M +$24.8K +251 +0.5%
MPWS
749
McCarter Private Wealth Services
Massachusetts
$4.9M +$4.9M +49,477 New
WCP
750
Wealthcare Capital Partners
Pennsylvania
$4.87M +$427K +4,320 +10%

AGG Hedge Fund Activity: Q2 2026 in Review

2,081 of the 8,274 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.