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
LSPW
801
Lake Street Private Wealth
Illinois
$4.08M -$114K -1,151 -3%
WWP
802
Wise Wealth Partners
Arizona
$4.08M -$910K -9,195 -18%
WWM
803
Western Wealth Management
Colorado
$4.06M -$158K -1,599 -4%
SIAM
804
Sterling Investment Advisors (Missouri)
Missouri
$4.05M +$287K +2,901 +8%
FIC
805
Family Investment Center
Missouri
$4.04M +$93.9K +949 +2%
CCM
806
Charter Capital Management
Wisconsin
$4.04M +$173K +1,745 +4%
CW
807
CreativeOne Wealth
Kansas
$4.04M -$2.21M -22,330 -35%
PWPS
808
Pinnacle Wealth Planning Services
Ohio
$4.02M +$98.9K +1,000 +3%
SFG
809
Strive Financial Group
Indiana
$4.01M +$661K +6,684 +20%
DAS
810
Dynamic Advisor Solutions
Arizona
$4M -$187K -1,894 -4%
ACM
811
AUA Capital Management
Pennsylvania
$3.98M +$594 +6 +0%
BAWM
812
Bennett Associates Wealth Management
Pennsylvania
$3.96M +$172K +1,739 +5%
FWM
813
Forteris Wealth Management
New York
$3.96M +$21.5K +217 +0.5%
WMA
814
Wealth Management Associates
New Jersey
$3.96M +$229K +2,319 +6%
GFA
815
Godfrey Financial Associates
New York
$3.91M +$86.5K +874 +2%
MT
816
Midwest Trust
Kansas
$3.87M -$253K -2,559 -6%
DTC
817
Davidson Trust Company
Washington
$3.86M -$22.1K -223 -0.6%
AO
818
Advisor OS
Illinois
$3.85M +$245K +2,474 +7%
CCG
819
Cypress Capital Group
Florida
$3.84M +$298K +3,010 +8%
HWMC
820
Heritage Wealth Management (California)
California
$3.83M +$157K +1,591 +4%
MIH
821
Meitav Investment House
Israel
$3.82M +$3.83M +38,677 New
KPWG
822
KFA Private Wealth Group
Virginia
$3.81M -$4.34M -43,907 -53%
MFIM
823
Mesirow Financial Investment Management
Illinois
$3.75M +$99.1K +1,002 +3%
LWMT
824
Legacy Wealth Management (Tennessee)
Tennessee
$3.74M -$294K -2,975 -7%
TA
825
Tactive Advisors
Florida
$3.71M -$946K -9,560 -20%

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.