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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
T
1351
Tidemark
California
$743K +$134K +1,359 +22%
AP
1352
Advisortrust Partners
North Carolina
$743K +$68K +687 +10%
PWA
1353
Physician Wealth Advisors
Utah
$743K -$2.87K -29 -0.4%
P
1354
Palladiem
Pennsylvania
$739K -$6.63M -67,008 -90%
SQA
1355
Simon Quick Advisors
New Jersey
$739K -$3.27K -33 -0.4%
PP
1356
Pearl Planning
Michigan
$738K +$3.17K +32 +0.4%
GHA
1357
GW Henssler & Associates
Georgia
$737K
SA
1358
Skyline Advisors
Washington
$733K -$835K -8,437 -53%
YDMI
1359
Y.D. More Investments
Israel
$729K +$82.1K +830 +13%
MCM
1360
Monument Capital Management
Virginia
$728K +$728K +7,356 New
JCM
1361
Jacobi Capital Management
Pennsylvania
$725K +$54.5K +551 +8%
CL
1362
CVFG LLC
Indiana
$725K -$107K -1,077 -13%
EV
1363
EJMK Ventures
Illinois
$720K -$312K -3,157 -30%
AA
1364
Advisory Alpha
Michigan
$714K -$217K -2,189 -23%
AFA
1365
Amicus Financial Advisors
Texas
$713K -$69.7K -704 -9%
MFA
1366
Mayflower Financial Advisors
Massachusetts
$709K +$5.44K +55 +0.8%
DF
1367
Dunhill Financial
United Kingdom
$707K -$71.9K -727 -9%
1CP
1368
1015 Capital Partners
Pennsylvania
$704K -$239K -2,419 -25%
WSC
1369
Wellington Shields & Co
New York
$702K +$186K +1,875 +36%
MCI
1370
MRP Capital Investments
Georgia
$701K +$1.88K +19 +0.3%
FB
1371
Finward Bancorp
Indiana
$700K
AAM
1372
Augustine Asset Management
Florida
$698K
LA
1373
Lifeworks Advisors
Michigan
$695K -$147K -1,490 -18%
PSCM
1374
Per Stirling Capital Management
Texas
$693K -$378K -3,823 -35%
MAS
1375
Madden Advisory Services
Florida
$692K -$29.9K -302 -4%

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.