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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
DWM
1926
Darwin Wealth Management
Florida
$102K -$2.47K -25 -2%
MFC
1927
Mechanics Financial Corp
Ohio
$99K
IFWM
1928
Institute for Wealth Management
Colorado
$99K +$98.9K +1,000 New
RWM
1929
Rialto Wealth Management
New York
$98.2K -$7.82K -79 -7%
BHWM
1930
Beaird Harris Wealth Management
Texas
$97.7K
BFO
1931
Biltmore Family Office
North Carolina
$96.3K -$4.95K -50 -5%
BSB
1932
Bangor Savings Bank
Maine
$95K
AFC
1933
Ares Financial Consulting
California
$93.5K
PS
1934
Planning Strategies
Pennsylvania
$93.5K +$93.5K +945 New
EB
1935
Eastern Bank
Massachusetts
$92.4K -$8.11K -82 -8%
GFL
1936
Granite FO LLC
New Hampshire
$89.4K
EA
1937
Evolution Advisers
Virginia
$89K +$29.7K +300 +50%
MWA
1938
Medallion Wealth Advisors
Connecticut
$89K -$2.77K -28 -3%
HWP
1939
Highline Wealth Partners
California
$88.7K -$99 -1 -0.1%
HR
1940
Howe & Rusling
New York
$79.7K -$138K -1,391 -63%
TCM
1941
Tradewinds Capital Management
Washington
$79.7K
BFS
1942
Beacon Financial Strategies
North Carolina
$78.5K +$78.5K +793 New
KA
1943
Kozak & Associates
Colorado
$77.5K -$99 -1 -0.1%
DCM
1944
Dorato Capital Management
Colorado
$73.4K
AEPWM
1945
Atlantic Edge Private Wealth Management
Florida
$72.8K +$99 +1 +0.1%
CPA
1946
Cardiff Park Advisors
California
$72.3K -$95.8K -968 -57%
TFA
1947
Toth Financial Advisory
Virginia
$72.2K -$2.77K -28 -4%
VERPA
1948
Virginia Estate & Retirement Planning Advisors
Virginia
$70.1K +$39.7K +401 +955%
SWA
1949
Strategic Wealth Advisors
Arizona
$70K -$6.04K -61 -8%
FFG
1950
Forum Finance Group
$70K

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.