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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
SFP
1426
Shepherd Financial Partners
Massachusetts
$595K -$204K -2,063 -26%
BWG
1427
Beta Wealth Group
California
$592K -$6.33K -64 -1%
BL
1428
BFSG LLC
California
$592K +$23.6K +239 +4%
CA
1429
Crewe Advisors
Utah
$591K
CWM
1430
Cornerstone Wealth Management
Missouri
$589K +$34.2K +346 +6%
UFA
1431
Uptown Financial Advisors
Texas
$585K +$198 +2 +0%
FCP
1432
Fidelis Capital Partners
Florida
$585K
CA
1433
Calton & Associates
Florida
$582K -$10.9K -110 -2%
TFG
1434
Tilson Financial Group
New Jersey
$581K +$198 +2 +0%
SF
1435
SWP Financial
California
$581K -$20.8K -210 -3%
APW
1436
Axim Planning & Wealth
Ohio
$578K -$55.8K -564 -9%
EWA
1437
ERTS Wealth Advisors
Michigan
$575K -$19.8K -200 -3%
RIM
1438
Redwood Investment Management
Arizona
$575K -$86.4K -873 -13%
HHGA
1439
Halbert Hargrove Global Advisors
California
$572K +$109K +1,099 +24%
OA
1440
Oak Associates
Ohio
$569K
LS
1441
LCW Services
Virginia
$569K +$9.3K +94 +2%
FF
1442
Farrell Financial
New York
$568K -$54.2K -548 -9%
PWM
1443
Power Wealth Management
Georgia
$568K +$26.4K +267 +5%
PIFP
1444
Partners in Financial Planning
Virginia
$567K +$1.58K +16 +0.3%
PF
1445
PlanWiser Financial
Colorado
$566K -$158K -1,595 -22%
PWM
1446
Palumbo Wealth Management
New York
$565K -$2.38K -24 -0.4%
AAMC
1447
Asset Allocation & Management Company
Illinois
$563K
AWA
1448
Acorn Wealth Advisors
Michigan
$562K -$220K -2,227 -28%
SHJ
1449
Sharkey, Howes & Javer
Colorado
$560K -$16.5K -167 -3%
FLPIM
1450
F.L. Putnam Investment Management
Massachusetts
$558K -$12.1K -122 -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.