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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
CCM
1176
Conway Capital Management
California
$1.29M
WCM
1177
Winthrop Capital Management
Indiana
$1.29M -$62.7K -634 -5%
PWP
1178
Phillips Wealth Planners
Mississippi
$1.29M -$34.2K -346 -3%
SPF
1179
South Plains Financial
Texas
$1.29M +$19.9K +201 +2%
FWIA
1180
Fort Washington Investment Advisors
Ohio
$1.28M +$69.7K +704 +6%
WCG
1181
Wall Capital Group
Arizona
$1.28M -$455K -4,600 -26%
AWM
1182
Ariadne Wealth Management
California
$1.28M -$11.4K -115 -0.9%
BFS
1183
BridgePort Financial Solutions
Iowa
$1.27M +$267K +2,702 +27%
MWS
1184
MFA Wealth Services
California
$1.27M +$39.4K +398 +3%
TAM
1185
Titleist Asset Management
Texas
$1.26M +$159K +1,607 +14%
JFG
1186
Jefferies Financial Group
New York
$1.26M -$84.2K -851 -6%
LWA
1187
LifeGoal Wealth Advisors
New York
$1.25M +$5.74K +58 +0.5%
FWA
1188
FOCUS Wealth Advisors
Texas
$1.25M
HIS
1189
Harvest Investment Services
Illinois
$1.24M -$52.4K -530 -4%
MWM
1190
Mission Wealth Management
California
$1.24M -$174K -1,759 -12%
SFG
1191
Sage Financial Group
Pennsylvania
$1.24M +$28.1K +284 +2%
USB
1192
Union Savings Bank
Connecticut
$1.23M +$886K +8,953 +258%
SSWM
1193
Sheets Smith Wealth Management
North Carolina
$1.23M -$16.7K -169 -1%
AIA
1194
Affinity Investment Advisors
California
$1.23M
AA
1195
Alesco Advisors
New York
$1.22M -$126K -1,275 -9%
SMA
1196
Sage Mountain Advisors
Georgia
$1.22M +$99 +1 +0%
CFG
1197
Carr Financial Group
Massachusetts
$1.21M -$37.7K -381 -3%
CRW
1198
Clarity Retirement & Wealth
Massachusetts
$1.2M -$237K -2,398 -16%
KWM
1199
Keebeck Wealth Management
Illinois
$1.2M +$59.1K +597 +5%
AOWM
1200
Asset One Wealth Management
Washington
$1.2M +$64.2K +649 +6%

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.