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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
LWM
976
Lionsbridge Wealth Management
Florida
$2.38M -$73.5K -743 -3%
TPW
977
Turn8 Private Wealth
$2.38M -$1.14M -11,559 -32%
MWM
978
McNaughton Wealth Management
California
$2.37M +$158K +1,596 +7%
PA
979
PSI Advisors
Florida
$2.36M -$51.3K -518 -2%
Bank Julius Baer & Co
980
Bank Julius Baer & Co
Switzerland
$2.36M
MCP
981
Miller Capital Partners
Michigan
$2.35M +$59.9K +605 +3%
RFA
982
Register Financial Advisors
Georgia
$2.35M +$19.8K +200 +0.8%
ZS
983
Zenith Solutions
Pennsylvania
$2.34M +$2.34M +23,644 New
AWC
984
Abundance Wealth Counselors
Pennsylvania
$2.33M +$1.22M +12,324 +110%
TC
985
Trilogy Capital
California
$2.32M +$12.5K +126 +0.5%
IFG
986
Independent Financial Group
California
$2.3M +$175K +1,769 +8%
ACA
987
Aptus Capital Advisors
Alabama
$2.3M +$845K +8,537 +58%
AI
988
Auour Investments
Massachusetts
$2.29M +$25.4K +257 +1%
LKBC
989
L.K. Benson & Company
Maryland
$2.28M +$16.6K +168 +0.7%
KTM
990
Keeler Thomas Management
Utah
$2.28M +$1.99M +20,071 +681%
VPA
991
Vernal Point Advisors
California
$2.28M
TSW
992
Thompson Siegel & Walmsley
Virginia
$2.27M -$20.2K -204 -0.9%
EIA
993
Edgemoor Investment Advisors
Maryland
$2.27M +$10.4K +105 +0.5%
CWM
994
C2C Wealth Management
Arizona
$2.26M -$45.9K -464 -2%
BI
995
Ballast Inc
Kentucky
$2.25M +$20.2K +204 +0.9%
KFAS
996
Keating Financial Advisory Services
Kansas
$2.24M -$1.19K -12 -0.1%
AF
997
Apollon Financial
South Carolina
$2.23M +$96.1K +971 +5%
RF
998
Rossby Financial
Florida
$2.23M +$458K +4,633 +26%
TCM
999
Tassel Capital Management
North Carolina
$2.22M +$2.22M +22,414 New
AIIMS
1000
Analyst IMS Investment Management Services
Israel
$2.21M +$2.21M +22,381 New

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.