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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
SI
826
Stonekeep Investments
New Mexico
$3.7M +$2.47K +25 +0.1%
SIC
827
Salem Investment Counselors
North Carolina
$3.7M -$567K -5,733 -13%
DWA
828
Delos Wealth Advisors
Texas
$3.69M +$642K +6,492 +21%
EB
829
Exchange Bank
California
$3.66M -$42.3K -428 -1%
GTWM
830
Global Trust Wealth Management
Florida
$3.65M +$599K +6,059 +20%
HSG
831
Helen Stephens Group
Texas
$3.65M +$1.71M +17,271 +88%
SMC
832
Smith, Moore & Co
Missouri
$3.64M +$19.6K +198 +0.5%
NI
833
NYL Investors
New York
$3.64M -$12.2K -123 -0.3%
BAG
834
Bauman Advisory Group
Nevada
$3.64M +$779K +7,877 +27%
FSG
835
Financial Strategies Group
Michigan
$3.62M +$106K +1,068 +3%
EWM
836
Elevatus Welath Management
New York
$3.61M -$3.15M -31,792 -47%
CAAM
837
Cornerstone Advisors Asset Management
Pennsylvania
$3.6M -$48.7K -492 -1%
TWM
838
Tradition Wealth Management
Minnesota
$3.57M -$75.8K -766 -2%
CLOS
839
Compagnie Lombard Odier SCmA
Switzerland
$3.55M -$1.16M -11,750 -25%
CVM
840
Cheviot Value Management
California
$3.55M +$86.1K +870 +2%
VIPI
841
Vista Investment Partners II
Indiana
$3.54M -$265K -2,678 -7%
GFP
842
Gryphon Financial Partners
Ohio
$3.51M -$21.1K -213 -0.6%
LMFP
843
Larry Mathis Financial Planning
Arizona
$3.51M +$530K +5,354 +18%
IWB
844
Innovative Wealth Building
Maryland
$3.5M -$46.2K -467 -1%
FNBOO
845
First National Bank of Omaha
Nebraska
$3.49M -$114K -1,152 -3%
CPRPA
846
Cerity Partners Retirement Plan Advisors
New York
$3.46M +$3.46M +34,949 New
BHBT
847
Burke & Herbert Bank & Trust
Virginia
$3.45M +$25.5K +258 +0.7%
SWM
848
Stronghold Wealth Management
Florida
$3.44M +$102K +1,026 +3%
CIA
849
Compass Ion Advisors
Pennsylvania
$3.44M +$60.9K +615 +2%
RWA
850
Reicon Wealth Advisors
Georgia
$3.41M +$1.62M +16,343 +90%

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.