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iShares Core US Aggregate Bond ETF

2,078 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 144 funds opening new positions, 1,018 increasing their positions, 677 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 677

43% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 101

0% more capital invested

Capital invested by funds: $122B → $123B (+$526M)

0.27% more ownership

Funds ownership: 88.16%88.44% (+0.27%)

0% less funds holding

Funds holding: 2,0792,078 (-1)

9% less funds holding in top 10

Funds holding in top 10: 384350 (-34)

92% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $150M

Holders
2,078
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
25.15%
Holding in Top 10
350
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-8.85%
% of All Funds
4.24%
New
144
Increased
1,018
Reduced
677
Closed
101
Calls
$11.7M
Puts
$150M
Net Calls
-$139M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$174M -$25.6M -259,058 -13%
KWM
77
Kingsview Wealth Management
Oregon
$174M +$8.4M +84,947 +5%
FWCM
78
Ferguson Wellman Capital Management
Oregon
$172M +$4.08M +41,270 +2%
WB
79
WesBanco Bank
West Virginia
$166M +$14.1M +142,304 +9%
CAAS
80
Capital Asset Advisory Services
Michigan
$164M +$4.18M +42,223 +3%
R
81
Rebalance
California
$161M +$16.7M +168,779 +12%
BNP Paribas Asset Management
82
BNP Paribas Asset Management
France
$157M
MML Investors Services
83
MML Investors Services
Massachusetts
$155M +$20.2M +204,557 +15%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$154M +$2.62M +26,475 +2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$153M +$8.02M +81,070 +6%
BPA
86
Beacon Pointe Advisors
California
$151M +$1.81M +18,330 +1%
FMI
87
F/M Investments
District of Columbia
$147M +$144M +1,460,046 +5,374%
AssetMark Inc
88
AssetMark Inc
California
$146M +$87.6M +884,970 +150%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$142M +$138M +1,392,730 +3,162%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$141M +$597K +6,030 +0.4%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$140M -$21.5M -217,697 -13%
GKWIM
92
Gerber Kawasaki Wealth & Investment Management
California
$138M +$14.8M +149,859 +12%
TW
93
Trajan Wealth
Arizona
$134M +$3.74M +37,821 +3%
FCBT
94
First Citizens Bank & Trust
North Carolina
$133M -$52.8M -533,243 -28%
Fisher Asset Management
95
Fisher Asset Management
Washington
$133M +$6.42M +64,928 +5%
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$132M +$70.4K +712 +0.1%
SMFG
97
Sumitomo Mitsui Financial Group
Japan
$132M -$1.78M -17,941 -1%
CA
98
Cambridge Associates
Massachusetts
$129M +$32.9M +332,211 +34%
RWM
99
Ritholtz Wealth Management
New York
$127M +$3.97M +40,115 +3%
VSQM
100
V-Square Quantitative Management
Illinois
$126M

AGG Hedge Fund Activity: Q2 2026 in Review

2,078 of the 8,264 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 0.43% from $122B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new AGG positions and 101 closed out — a net gain of 43 holders — while 1,018 added to existing stakes and 677 trimmed.

The largest buyer was BlackRock, adding an estimated $846M. The largest seller was Jones Financial Companies, cutting an estimated $2.18B.

  • 2,078 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2026, down from 2,079 in Q1 2026.
  • Funds reported $123B of iShares Core US Aggregate Bond ETF stock for Q2 2026, up 0.43% quarter-over-quarter.
  • 144 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2026 and 101 closed out, a net change of +43 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.