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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
HA
1251
Hanover Advisors
South Carolina
$1.04M +$228K +2,307 +28%
BCM
1252
Bourgeon Capital Management
Connecticut
$1.03M -$195K -1,972 -16%
TCWA
1253
Turtle Creek Wealth Advisors
Texas
$1.03M -$303K -3,067 -23%
YWM
1254
Yukon Wealth Management
Kansas
$1.03M -$101K -1,019 -9%
BCM
1255
BTC Capital Management
Iowa
$1.02M
CAM
1256
Cidel Asset Management
Ontario, Canada
$1.02M +$196K +1,983 +24%
EWP
1257
E-Wealth Partners
Minnesota
$1.02M -$21.8K -220 -2%
BCM
1258
Brookmont Capital Management
Texas
$1.02M -$84.8K -857 -8%
PWP
1259
Perfromance Wealth Partners
Illinois
$1.02M +$543K +5,484 +115%
PWS
1260
Peterson Wealth Services
Utah
$1.01M +$400K +4,043 +65%
MCM
1261
M1 Capital Management
Michigan
$1.01M +$72.5K +733 +8%
BWM
1262
Boyd Wealth Management
California
$1.01M -$396K -4,007 -28%
LA
1263
Latitude Advisors
Florida
$1.01M +$140K +1,416 +16%
NB
1264
Northwest Bancshares
Pennsylvania
$1M -$107K -1,083 -10%
CPCP
1265
Cedar Point Capital Partners
Iowa
$1M +$37.5K +379 +4%
SP
1266
Successful Portfolios
Florida
$999K +$141K +1,420 +16%
SGCA
1267
Steel Grove Capital Advisors
Tennessee
$995K
CWA
1268
Crusonia Wealth Advisors
Colorado
$991K +$991K +10,016 New
AW
1269
Avion Wealth
Texas
$990K +$396 +4 +0%
FA
1270
Fermata Advisors
California
$989K +$29.7K +300 +3%
WS
1271
Wedbush Securities
California
$983K -$196K -1,985 -17%
TVPW
1272
Third View Private Wealth
Connecticut
$978K +$978K +9,883 New
CWM
1273
Connecticut Wealth Management
Connecticut
$974K -$17.7K -179 -2%
OWA
1274
Oak Wealth Advisors
Illinois
$973K +$1.88K +19 +0.2%
XT
1275
XTX Topco
Cayman Islands
$969K -$1.08M -10,907 -53%

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.