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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
JSAM
751
J. Safra Asset Management
New York
$4.86M +$1.28M +12,923 +36%
CH
752
Canton Hathaway
Rhode Island
$4.82M
SVWAG
753
Sound View Wealth Advisors Group
Georgia
$4.8M +$257K +2,602 +6%
NB
754
NBT Bank
New York
$4.78M -$5.63M -56,919 -54%
GPW
755
Genesis Private Wealth
Virginia
$4.76M -$48.8K -493 -1%
C
756
Croban
Ohio
$4.72M +$62.7K +634 +1%
TT
757
TI-Trust
Illinois
$4.71M +$26.4K +267 +0.6%
TPWA
758
TRUE Private Wealth Advisors
Oregon
$4.7M +$261K +2,635 +6%
OC
759
Oppenheimer & Co
New York
$4.69M -$773K -7,811 -14%
WPA
760
West Paces Advisors
Georgia
$4.65M +$4.65M +46,975 New
PAS
761
PKS Advisory Services
New York
$4.64M +$367K +3,712 +9%
IA
762
IFS Advisors
Kansas
$4.64M +$396 +4 +0%
UAG
763
United Advisor Group
Ohio
$4.63M +$66.7K +674 +1%
SCA
764
Snowden Capital Advisors
New York
$4.61M +$105K +1,058 +2%
DC
765
Davenport & Co
Virginia
$4.58M +$60.9K +616 +1%
PPC
766
Park Place Capital
Alabama
$4.56M +$38.4K +388 +0.8%
WCM
767
Wealthcare Capital Management
Virginia
$4.53M +$2.93M +29,572 +182%
Millennium Management
768
Millennium Management
New York
$4.53M +$4.53M +45,763 New
MWA
769
Merkkuri Wealth Advisors
New York
$4.52M -$635K -6,416 -12%
ATC
770
Adirondack Trust Company
New York
$4.5M +$1.12M +11,274 +33%
RWM
771
Raffa Wealth Management
District of Columbia
$4.48M +$44.9K +454 +1%
AA
772
ALPS Advisors
Colorado
$4.48M
SYBT
773
Stock Yards Bank & Trust
Kentucky
$4.46M +$505K +5,106 +13%
5W
774
5T Wealth
California
$4.45M +$4.25K +43 +0.1%
FPCG
775
Forum Private Client Group
Indiana
$4.43M +$228K +2,303 +5%

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.