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
HPBT
901
Hickory Point Bank & Trust
Illinois
$2.94M +$21.8K +220 +0.7%
PG
902
Patten Group
Tennessee
$2.93M -$1.58M -15,951 -35%
MW
903
Maia Wealth
Colorado
$2.92M +$249K +2,520 +9%
OHWP
904
Oak Harbor Wealth Partners
North Carolina
$2.91M -$15.1M -152,727 -84%
CW
905
Cooksen Wealth
Texas
$2.91M +$88.1K +890 +3%
BW
906
Blalock Williams
Alabama
$2.87M -$77.9K -787 -3%
HPM
907
Hoxton Planning & Management
West Virginia
$2.87M +$26.2K +265 +0.9%
PCM
908
Pointe Capital Management
Michigan
$2.87M +$294K +2,968 +11%
WWA
909
Wingate Wealth Advisors
Massachusetts
$2.86M -$169K -1,705 -6%
MBTD
910
Mechanics Bank - Trust Department
California
$2.85M -$481K -4,858 -14%
HH
911
Hilltop Holdings
Texas
$2.85M +$117K +1,183 +4%
CFGF
912
Compass Financial Group (Florida)
Florida
$2.85M -$152K -1,539 -5%
MFS
913
Madrona Financial Services
Washington
$2.85M +$89.2K +902 +3%
BWA
914
BlueSky Wealth Advisors
North Carolina
$2.82M -$100K -1,013 -3%
SWM
915
Stockman Wealth Management
Montana
$2.81M +$36.3K +367 +1%
SW
916
SlateStone Wealth
Florida
$2.8M +$1.22M +12,326 +77%
AIM
917
Alhambra Investment Management
Florida
$2.8M -$125K -1,262 -4%
FWM
918
FFT Wealth Management
Pennsylvania
$2.79M -$251K -2,536 -8%
LOWM
919
Laurel Oak Wealth Management
New Jersey
$2.78M -$93.4K -944 -3%
HFO
920
Heritage Family Offices
Arizona
$2.78M -$2.08M -21,028 -43%
PEWA
921
Pacific Excel Wealth Advisors
California
$2.78M +$2.78M +28,089 New
FW
922
Fairway Wealth
Ohio
$2.78M +$99.5K +1,006 +4%
NEPWA
923
New England Private Wealth Advisors
Massachusetts
$2.77M +$470K +4,755 +20%
Retirement Systems of Alabama
924
Retirement Systems of Alabama
Alabama
$2.76M
MP
925
McDonald Partners
Ohio
$2.76M -$225K -2,269 -8%

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.