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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
IL
1101
Investure LLC
Virginia
$1.68M +$130K +1,309 +8%
OCM
1102
Objective Capital Management
Ohio
$1.68M +$34.5K +349 +2%
HSA
1103
HBK Sorce Advisory
Pennsylvania
$1.67M -$67.8K -685 -4%
ECM
1104
Evergreen Capital Management
Washington
$1.66M -$194K -1,958 -10%
MCA
1105
Magnolia Capital Advisors
Mississippi
$1.66M -$22.5K -227 -1%
SC
1106
Schiavi & Co
Delaware
$1.65M +$80.9K +818 +5%
PB
1107
Pinnacle Bancorp
Nebraska
$1.64M +$13.4K +135 +0.8%
WP
1108
WealthShield Partners
North Carolina
$1.64M -$1.16M -11,760 -42%
CCA
1109
Carrera Capital Advisors
Michigan
$1.64M -$189K -1,913 -10%
LWMI
1110
Legacy Wealth Management (Idaho)
Idaho
$1.63M +$625K +6,317 +62%
PFG
1111
Pacific Financial Group
Washington
$1.62M +$171K +1,732 +12%
WAM
1112
Worth Asset Management
Texas
$1.62M +$338K +3,417 +26%
CL
1113
CPWA LLC
Oregon
$1.62M +$5.54K +56 +0.3%
SI
1114
Stirlingshire Investments
New York
$1.61M +$231K +2,335 +17%
OE
1115
October Effect
Virginia
$1.61M -$80.7K -816 -5%
EIA
1116
Emerald Investment Advisers
Pennsylvania
$1.6M +$120K +1,211 +8%
HAG
1117
HighPoint Advisor Group
Illinois
$1.59M +$11.2K +113 +0.7%
WP
1118
Waycross Partners
Kentucky
$1.58M
CWP
1119
Core Wealth Partners
California
$1.58M -$959K -9,692 -38%
CIA
1120
Capital Investment Advisors
Georgia
$1.57M -$9.4K -95 -0.6%
PCM
1121
Presidio Capital Management
California
$1.57M +$341K +3,448 +28%
PFA
1122
Pathway Financial Advisors
Vermont
$1.56M +$36.8K +372 +2%
MPWT
1123
MassMutual Private Wealth & Trust
Connecticut
$1.55M -$923K -9,330 -37%
CANC
1124
Culbertson A N & Co
Virginia
$1.55M -$21.8K -220 -1%
IC
1125
Inscription Capital
Texas
$1.55M -$15.4K -156 -1%

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.