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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
DM
1851
Diversified Management
Wisconsin
$207K
TCOT
1852
Trust Company of Toledo
Ohio
$206K +$5.74K +58 +3%
PPW
1853
Pasadena Private Wealth
California
$206K +$206K +2,083 New
MHR
1854
Matthew Hamilton Rosenberg
$206K -$33.2K -336 -14%
EWM
1855
Elevation Wealth Management
Minnesota
$205K -$227K -2,298 -53%
WA
1856
Wealth Architects
California
$205K +$1.19K +12 +0.6%
NW
1857
Naviter Wealth
Arkansas
$205K +$205K +2,070 New
KFI
1858
Key Financial Inc
Pennsylvania
$205K -$111K -1,119 -35%
TCM
1859
Towneley Capital Management
California
$204K
LSIA
1860
LaSalle St. Investment Advisors
Illinois
$204K +$989 +10 +0.5%
BSTWA
1861
Blake Schutter Theil Wealth Advisors
Ohio
$204K +$204K +2,063 New
CCFCSB
1862
Cape Cod Five Cents Savings Bank
Massachusetts
$204K +$204K +2,061 New
BCMLT
1863
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K -$348K -3,518 -63%
BCM
1864
BluePath Capital Management
Georgia
$203K +$203K +2,052 New
BF
1865
Benchmark Financial
Delaware
$203K -$10.8K -109 -5%
PF
1866
Penney Financial
Texas
$203K -$4.27M -43,205 -95%
OWM
1867
OneAscent Wealth Management
Alabama
$203K -$12.5K -126 -6%
CGA
1868
Crescent Grove Advisors
Illinois
$203K +$989 +10 +0.5%
SEIA
1869
Signature Estate & Investment Advisors
California
$202K -$48.3K -488 -19%
OC
1870
Oakworth Capital
Alabama
$202K +$41.9K +423 +26%
AFG
1871
Allegheny Financial Group
Pennsylvania
$201K +$1.58K +16 +0.8%
FMTC
1872
Farmers & Merchants Trust Company
California
$201K
KFP
1873
Keener Financial Planning
Texas
$200K
RMP
1874
Richards, Merrill & Peterson
Washington
$197K
Vanguard Advisers Inc
1875
Vanguard Advisers Inc
Pennsylvania
$197K +$42.2K +427 +27%

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.