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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
GWA
1451
Genesis Wealth Advisors
Massachusetts
$558K -$61.1K -618 -10%
WIP
1452
WealthCare Investment Partners
Rhode Island
$555K +$85.7K +866 +18%
MW
1453
Members Wealth
Pennsylvania
$554K -$108K -1,090 -16%
CFIA
1454
Cantor Fitzgerald Investment Advisors
New York
$552K +$9.99K +101 +2%
UBG
1455
United Bank (Georgia)
Georgia
$547K -$26.2K -265 -5%
WJS
1456
William John Sempolinski
Massachusetts
$547K +$547K +5,528 New
CC
1457
Courier Capital
New York
$547K
GWANC
1458
Guardian Wealth Advisors (North Carolina)
North Carolina
$543K +$104K +1,048 +24%
Wealthfront Advisers
1459
Wealthfront Advisers
California
$542K +$77.5K +783 +17%
CSA
1460
Cottage Street Advisors
Massachusetts
$541K +$120K +1,217 +29%
HTC
1461
Haverford Trust Company
Pennsylvania
$540K +$134K +1,353 +33%
S
1462
Sunpointe
Missouri
$539K +$539K +5,450 New
SFCL
1463
Strengthening Families & Communities LLC
Massachusetts
$537K -$24.1K -244 -4%
TCCM
1464
Timber Creek Capital Management
Massachusetts
$535K
SCM
1465
Seascape Capital Management
New Hampshire
$532K
CVA
1466
Central Valley Advisors
California
$531K -$23.1K -233 -4%
LWA
1467
Lantern Wealth Advisors
New York
$529K +$17.8K +180 +3%
SI
1468
Sprott Inc
Ontario, Canada
$527K +$99 +1 +0%
GW
1469
Graetz Wealth
Michigan
$522K +$522K +5,274 New
CIA
1470
Choate Investment Advisors
Massachusetts
$521K -$110K -1,110 -17%
MA
1471
MONECO Advisors
Connecticut
$521K +$124K +1,255 +31%
PG
1472
Proffitt & Goodson
Tennessee
$519K -$594 -6 -0.1%
PAM
1473
Palisade Asset Management
Minnesota
$517K
AC
1474
Attessa Capital
Arizona
$515K +$27.8K +281 +6%
WF
1475
Warner Financial
Maryland
$514K +$198 +2 +0%

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.