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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
IWA
1776
Icon Wealth Advisors
Texas
$254K +$39K +394 +18%
SSC
1777
Syverson Strege & Co
Iowa
$254K +$1.88K +19 +0.7%
TWCA
1778
Two West Capital Advisors
Kansas
$253K -$76K -768 -23%
SF
1779
Strategent Financial
Virginia
$252K -$69.7K -704 -22%
MSCM
1780
McElhenny Sheffield Capital Management
Texas
$252K -$8.81K -89 -3%
HCA
1781
Harbour Capital Advisors
Virginia
$251K +$23.3K +235 +10%
BRPW
1782
Ballast Rock Private Wealth
South Carolina
$250K +$250K +2,524 New
O3W
1783
Omni 360 Wealth
New Jersey
$248K +$248K +2,509 New
AMBIA
1784
Allen Mooney & Barnes Investment Advisors
Georgia
$248K +$594 +6 +0.2%
TPW
1785
TL Private Wealth
Texas
$248K +$250K +2,525 New
LPFG
1786
Landing Point Financial Group
Ohio
$247K -$1.84M -18,632 -88%
BMWS
1787
Brady Martz Wealth Solutions
North Dakota
$247K +$11.2K +113 +5%
BFO
1788
Boston Family Office
Massachusetts
$247K
BP
1789
Ballentine Partners
Massachusetts
$246K -$8.9K -90 -3%
WFS
1790
WealthGarden F.S.
California
$244K +$37K +374 +18%
AIA
1791
Allied Investment Advisors
Montana
$242K +$13.9K +140 +6%
RMAM
1792
Raab & Moskowitz Asset Management
New Jersey
$241K
WBC
1793
West Branch Capital
Massachusetts
$241K
WA
1794
WealthTrust Axiom
Pennsylvania
$240K
BF
1795
Brooklyn FI
New York
$239K +$243K +2,451 New
CSPIA
1796
Cary Street Partners Investment Advisory
Virginia
$239K -$246K -2,483 -51%
TF
1797
Tenzing Financial
Virginia
$239K +$239K +2,418 New
AA
1798
Addison Advisors
Vermont
$238K -$697K -7,040 -75%
AMIM
1799
Aull & Monroe Investment Management
Alabama
$238K -$495 -5 -0.2%
SWM
1800
SilverOak Wealth Management
Minnesota
$237K

AGG Hedge Fund Activity: Q2 2026 in Review

2,079 of the 8,266 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.