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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
VWWMG
1826
Vermillion & White Wealth Management Group
Pennsylvania
$222K +$222K +2,243 New
XWL
1827
XXI Wealth LLC
Illinois
$222K +$222K +2,240 New
IAAG
1828
Innovative Asset Advisors Group
Connecticut
$221K
VPWA
1829
Vestia Personal Wealth Advisors
Indiana
$220K +$2.97K +30 +1%
3AM
1830
3EDGE Asset Management
Florida
$219K
SOWAS
1831
Silver Oak Wealth Advisors Services
California
$219K +$219K +2,212 New
SFG
1832
SageGuard Financial Group
Tennessee
$218K -$7.72K -78 -3%
KFGK
1833
Keystone Financial Group (Kentucky)
Kentucky
$218K +$495 +5 +0.2%
EFS
1834
Essex Financial Services
Connecticut
$216K +$6.33K +64 +3%
RMC
1835
Ring Mountain Capital
California
$214K
SCM
1836
Spreng Capital Management
Ohio
$213K
AF
1837
ASL Financial
California
$213K
GI
1838
Gradient Investments
Minnesota
$213K -$18.2K -184 -8%
AAS
1839
Annex Advisory Services
Wisconsin
$212K -$34.8K -352 -14%
I
1840
INVST
Indiana
$211K +$792 +8 +0.4%
KWS
1841
Keystone Wealth Services
California
$211K +$211K +2,131 New
DFA
1842
Delta Financial Advisors
Louisiana
$211K +$5.54K +56 +3%
SCP
1843
Stevens Capital Partners
Nebraska
$211K -$275K -2,782 -57%
HBW
1844
Hazlett, Burt & Watson
West Virginia
$210K +$113K +1,145 +117%
SFG
1845
Stonebridge Financial Group
California
$210K +$210K +2,126 New
NCM
1846
New Capital Management
Texas
$210K
CI
1847
CPR Investments
Michigan
$209K -$541K -5,472 -72%
CICI
1848
Capital Investment Counsel Inc
North Carolina
$208K
EL
1849
Essex LLC
Illinois
$208K -$7.92K -80 -4%
BA
1850
Ballew Advisors
Mississippi
$207K +$208K +2,103 New

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.