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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
25.15%
Holding in Top 10
351
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-8.59%
% of All Funds
4.25%
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
MEG
1701
Millstone Evans Group
Colorado
$298K -$1.39K -14 -0.5%
GCM
1702
Gables Capital Management
Florida
$297K
CA
1703
Commerce Advisors
Tennessee
$296K -$28.7K -290 -9%
OCA
1704
Odyssey Capital Advisors
Pennsylvania
$296K -$5.94K -60 -2%
CFGW
1705
Chancellor Financial Group WB
Pennsylvania
$296K -$14.9K -151 -5%
HCP
1706
Hardin Capital Partners
South Carolina
$294K -$31.7K -320 -10%
RF
1707
RetireMitten Financial
Michigan
$294K -$53K -536 -15%
BO
1708
Bank OZK
Arkansas
$294K +$46.5K +470 +19%
DWM
1709
Defined Wealth Management
Oregon
$293K -$149K -1,507 -34%
PCA
1710
Prosperity Capital Advisors
Ohio
$293K -$154K -1,557 -34%
LWM
1711
LightSquare Wealth Management
Michigan
$292K +$292K +2,953 New
PWM
1712
Parkshore Wealth Management
California
$292K -$9.2K -93 -3%
CAS
1713
Coppell Advisory Solutions
Texas
$292K +$120K +1,217 New
RFA
1714
Reyes Financial Architecture
California
$291K -$636K -6,428 -69%
PPW
1715
Parcion Private Wealth
Washington
$289K -$3.46K -35 -1%
TWM
1716
Trueblood Wealth Management
Ohio
$288K +$36.8K +372 +15%
EA
1717
Ergawealth Advisors
Illinois
$288K -$3.46K -35 -1%
NCM
1718
Noesis Capital Mangement
Florida
$287K +$11.5K +116 +4%
CWM
1719
Castle Wealth Management
Florida
$287K +$287K +2,902 New
WJWM
1720
Williams Jones Wealth Management
New York
$287K
EHC
1721
Everett Harris & Co
California
$286K
LW
1722
Lauer Wealth
Indiana
$286K +$2.47K +25 +0.9%
PMWMG
1723
Parr McKnight Wealth Management Group
Minnesota
$286K +$792 +8 +0.3%
CWS
1724
Cypress Wealth Services
California
$283K -$9.5K -96 -3%
BWM
1725
BNC Wealth Management
Oregon
$282K

AGG Hedge Fund Activity: Q2 2026 in Review

2,079 of the 8,268 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.