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iShares Core US Aggregate Bond ETF

2,078 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, 1,018 increasing their positions, 677 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 1,018 | 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 (+$526M)

0.27% more ownership

Funds ownership: 88.16%88.44% (+0.27%)

0% less funds holding

Funds holding: 2,0792,078 (-1)

9% less funds holding in top 10

Funds holding in top 10: 384350 (-34)

92% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $150M

Holders
2,078
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
25.15%
Holding in Top 10
350
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-8.85%
% of All Funds
4.24%
New
144
Increased
1,018
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
RA
151
Rational Advisors
New York
$72.8M +$1.62M +16,394 +2%
SHGA
152
Sand Hill Global Advisors
California
$71.6M +$6.15M +62,150 +9%
SAI
153
Savvy Advisors Inc
New York
$71.2M +$4.34M +43,832 +6%
CIA
154
Concurrent Investment Advisors
Florida
$70.6M +$29.8M +301,020 +73%
RSWM
155
Robertson Stephens Wealth Management
California
$70.5M +$4.93M +49,794 +8%
BB
156
Bell Bank
North Dakota
$69.9M +$4.92M +49,773 +8%
CST
157
Charles Schwab Trust
Nevada
$69.2M -$647K -6,535 -0.9%
NAMI
158
Nomura Asset Management International
Pennsylvania
$68.7M +$762K +7,697 +1%
PAS
159
Park Avenue Securities
New York
$68.5M +$3M +30,319 +5%
PWM
160
Prentice Wealth Management
New York
$67.5M +$3.01M +30,442 +5%
LBC
161
Lowe Brockenbrough & Co
Virginia
$67.2M +$19.3M +194,895 +40%
TC
162
Trust Company
Kansas
$66.8M +$969K +9,797 +1%
OWA
163
Octavia Wealth Advisors
Ohio
$66.4M +$5.62M +56,833 +9%
MG
164
Mather Group
Illinois
$66M +$4.59M +46,421 +7%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$64.8M -$13.2M -133,524 -17%
MCWS
166
McKinley Carter Wealth Services
West Virginia
$64.6M +$3.16M +31,920 +5%
PCM
167
Permanent Capital Management
Illinois
$64.5M +$408K +4,128 +0.6%
PFPG
168
Pinnacle Financial Partners (Georgia)
Georgia
$64M +$5.32M +53,818 +9%
FFN
169
Focus Financial Network
Minnesota
$63.5M +$3.31M +33,405 +5%
APM
170
a16z Perennial Management
California
$61M +$29.1M +294,084 +92%
GAM
171
Gotham Asset Management
New York
$61M +$834K +8,427 +1%
KPWS
172
Kestra Private Wealth Services
Texas
$60.8M -$1.45M -14,661 -2%
VAS
173
Vestmark Advisory Solutions
Massachusetts
$60.6M +$7.72M +77,977 +15%
CAM
174
Cresset Asset Management
Illinois
$60.3M +$21.5M +217,148 +55%
ZBNA
175
Zions Bancorporation, National Association
Utah
$59.9M -$9.2M -93,006 -13%

AGG Hedge Fund Activity: Q2 2026 in Review

2,078 of the 8,264 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 0.43% 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 1,018 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.

  • 2,078 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2026, down from 2,079 in Q1 2026.
  • Funds reported $123B of iShares Core US Aggregate Bond ETF stock for Q2 2026, up 0.43% 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.