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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
PS
1376
Planned Solutions
California
$692K +$21.2K +214 +3%
EFA
1377
Evernest Financial Advisors
Indiana
$690K -$10.7K -108 -2%
DSA
1378
Droms Strauss Advisors
Missouri
$690K +$73.5K +743 +12%
FA
1379
Fountainhead AM
New Jersey
$685K -$75.8K -766 -10%
UFA
1380
Unify Financial Advisors
Florida
$683K
BCA
1381
Bay Colony Advisors
Massachusetts
$680K -$1.02M -10,355 -60%
GFA
1382
Gladwyn Financial Advisors
Virginia
$678K +$38K +384 +6%
PP
1383
Postrock Partners
Oregon
$671K
FNB
1384
Farmers National Bank
Kentucky
$665K -$41.3K -417 -6%
CC
1385
Clearwave Capital
California
$663K -$259K -2,615 -28%
TCG
1386
Transcendent Capital Group
Oklahoma
$662K +$12.2K +123 +2%
JESC
1387
J.E. Simmons & Co
Texas
$660K
4WM
1388
49 Wealth Management
Texas
$660K +$659K +6,664 New
A
1389
Alongside
Texas
$660K +$659K +6,664 New
ACM
1390
Aurdan Capital Management
Pennsylvania
$658K
BWM
1391
BKM Wealth Management
Wisconsin
$655K +$65.8K +665 +11%
CWM
1392
Carolina Wealth Management
North Carolina
$655K +$655K +6,618 New
BCP
1393
Berkeley Capital Partners
Georgia
$649K +$6.13K +62 +1%
VFG
1394
Victory Financial Group
Texas
$648K +$68.6K +693 +12%
IIA
1395
IPG Investment Advisors
California
$647K +$49.1K +496 +8%
TWM
1396
Thrive Wealth Management
Pennsylvania
$647K +$1.58K +16 +0.2%
GWP
1397
Gen-Wealth Partners
Michigan
$647K -$7.65M -77,340 -92%
RW
1398
Regimen Wealth
Georgia
$646K -$23.4K -237 -4%
PWM
1399
PMG Wealth Management
Illinois
$643K
SGWM
1400
Sterling Group Wealth Management
California
$641K +$56.2K +568 +10%

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.