We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

2,079 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 144 funds opening new positions, 1,019 increasing their positions, 677 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 677

43% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 101

0% more capital invested

Capital invested by funds: $122B → $123B (+$554M)

0.3% more ownership

Funds ownership: 88.16%88.46% (+0.3%)

0% more funds holding

Funds holding: 2,0792,079 (0)

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
2,079
Holders Change
Holders Change %
0%
% of All Funds
25.14%
Holding in Top 10
351
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-8.59%
% of All Funds
4.24%
New
144
Increased
1,019
Reduced
677
Closed
101
Calls
$11.7M
Puts
$150M
Net Calls
-$139M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1676
SHP Wealth Management
Massachusetts
$322K +$171K +1,724 +113%
MC
1677
Middleton & Co
Massachusetts
$322K
CFD
1678
Creative Financial Designs
Indiana
$322K +$23.2K +234 +8%
HIIFS
1679
Harel Insurance Investments & Financial Services
Israel
$320K +$55.9K +565 +21%
JSA
1680
Jim Saulnier & Associates
Colorado
$320K +$320K +3,231 New
AF
1681
Alerus Financial
North Dakota
$319K -$70.2K -709 -18%
CAM
1682
Capital Asset Management
Colorado
$319K -$1.03M -10,369 -76%
TWP
1683
Tempus Wealth Planning
California
$318K
RWM
1684
Riverbend Wealth Management
South Carolina
$317K
MCWA
1685
Meadow Creek Wealth Advisors
Georgia
$314K
TCM
1686
Traub Capital Management
Massachusetts
$313K -$9.4K -95 -3%
2WWM
1687
21 West Wealth Management
California
$311K +$5.64K +57 +2%
FLA
1688
Financial Life Advisors
Texas
$311K +$310K +3,137 New
SAS
1689
Stelac Advisory Services
New York
$310K
SIA
1690
Strategic Investment Advisors
Michigan
$310K +$12.1K +122 +4%
VAMG
1691
Voisard Asset Management Group
Michigan
$308K -$245K -2,475 -44%
OMIC
1692
Old Mission Investment Co
Michigan
$307K +$307K +3,104 New
RFN
1693
RDA Financial Network
Iowa
$306K +$306K +3,089 New
PWM
1694
Pines Wealth Management
North Carolina
$303K +$37K +374 +14%
TWP
1695
Tyche Wealth Partners
Texas
$303K +$48K +485 +19%
WF
1696
WinCap Financial
Massachusetts
$303K -$7.72K -78 -2%
CIA
1697
Caerus Investment Advisors
Texas
$302K +$52.1K +527 +21%
HA
1698
HFG Advisors
Ohio
$301K
TCOV
1699
Trust Company of Vermont
Vermont
$301K +$301K +3,043 New
LDB
1700
Lee, Danner & Bass
Tennessee
$301K

AGG Hedge Fund Activity: Q2 2026 in Review

2,079 of the 8,269 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 0.45% from $122B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new AGG positions and 101 closed out — a net gain of 43 holders — while 1,019 added to existing stakes and 677 trimmed.

The largest buyer was BlackRock, adding an estimated $846M. The largest seller was Jones Financial Companies, cutting an estimated $2.18B.

  • 2,079 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $123B of iShares Core US Aggregate Bond ETF stock for Q2 2026, up 0.45% quarter-over-quarter.
  • 144 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2026 and 101 closed out, a net change of +43 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.