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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
PFW
1301
Petros Family Wealth
Minnesota
$897K -$486K -4,907 -35%
OGF
1302
Orin Green Financial
California
$892K +$12.3K +124 +1%
VFP
1303
Vested Financial Planning
California
$889K +$17.4K +176 +2%
MAM
1304
MMA Asset Management
Pennsylvania
$880K +$186K +1,880 +27%
Nomura Asset Management
1305
Nomura Asset Management
Japan
$878K
TL
1306
Tradewinds LLC
North Carolina
$867K +$1.92M +19,377 New
BCM
1307
Becker Capital Management
Oregon
$867K
Fiera Capital (Canada)
1308
Fiera Capital (Canada)
Quebec, Canada
$866K +$101K +1,024 +13%
PC
1309
Prairiewood Capital
North Dakota
$863K +$51.2K +517 +6%
MWM
1310
Melfa Wealth Management
Massachusetts
$862K +$65.7K +664 +8%
LCGC
1311
Legacy Capital Group California
California
$861K +$8.41K +85 +1%
BFC
1312
Blue Fin Capital
Rhode Island
$860K -$11.2K -113 -1%
FAG
1313
Fortitude Advisory Group
Washington
$848K +$10.6K +107 +1%
SC
1314
Summa Corp
Texas
$846K +$148K +1,500 +21%
VCM
1315
Virtue Capital Management
Tennessee
$846K -$29.2K -295 -3%
BJL
1316
Brighton Jones LLC
Washington
$836K -$77.6K -784 -8%
GP
1317
Guardian Partners
Canada
$835K +$8.71K +88 +1%
VWM
1318
Verus Wealth Management
Wisconsin
$833K +$35.6K +360 +4%
FF
1319
Finley Financial
Nevada
$832K -$49.5K -500 -6%
ATC
1320
Argent Trust Co
Tennessee
$828K -$279K -2,817 -25%
DG
1321
Dala Group
Illinois
$825K -$18.5K -187 -2%
CWA
1322
Crux Wealth Advisors
California
$825K -$297 -3 -0%
LPAM
1323
Lodestar Private Asset Management
California
$824K -$5.84K -59 -0.7%
CG
1324
Cynosure Group
Utah
$823K -$12.9M -130,333 -94%
AFW
1325
Atlantic Family Wealth
Florida
$817K +$13.2K +133 +2%

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.