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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
SDWMA
1751
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K +$266K +2,691 New
WA
1752
WP Advisors
California
$266K +$2.67K +27 +1%
WIA
1753
Wetzel Investment Advisors
Indiana
$265K -$37.3K -377 -12%
HGA
1754
Hobbs Group Advisors
South Carolina
$264K -$104K -1,052 -28%
HFS
1755
Howard Financial Services
Texas
$264K +$1.68K +17 +0.6%
EF
1756
Entrust Financial
Pennsylvania
$261K +$2.57K +26 +1%
WSCM
1757
Wellington Shields Capital Management
New York
$260K
LW
1758
Linscomb Wealth
Texas
$260K -$5.96M -60,197 -96%
OIM
1759
Orca Investment Management
Oregon
$259K +$259K +2,619 New
HFP
1760
Holistic Financial Partners
Indiana
$259K -$4.95K -50 -2%
NFC
1761
Northstar Financial Companies
Pennsylvania
$258K +$2.18K +22 +0.9%
EWA
1762
EverSource Wealth Advisors
Alabama
$258K -$116K -1,168 -31%
HCP
1763
Hexagon Capital Partners
Arkansas
$258K +$99 +1 +0%
TNB
1764
Thomasville National Bank
Georgia
$258K +$258K +2,605 New
PMA
1765
Prudent Man Advisors
Illinois
$257K +$29.7K +300 +13%
MWM
1766
Maltin Wealth Management
New Jersey
$257K +$16.6K +168 +7%
SWM
1767
Selby Wealth Management
California
$256K -$43.5K -440 -15%
AFC
1768
AFT Forsyth & Company
Florida
$256K +$396 +4 +0.2%
TBFA
1769
Three Bearings Fiduciary Advisors
New Hampshire
$256K
DCA
1770
DB&C Advisors
Michigan
$256K -$11.4K -115 -4%
PL
1771
Protective Life
Alabama
$255K
FDDB
1772
Fidelity D&D Bancorp
Pennsylvania
$254K
CCM
1773
Chilton Capital Management
Texas
$254K
BCG
1774
Bravias Capital Group
New Jersey
$254K -$46K -465 -15%
FFA
1775
Founders Financial Alliance
North Carolina
$254K -$9.2K -93 -3%

AGG Hedge Fund Activity: Q2 2026 in Review

2,079 of the 8,267 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.