We are live on ! Find out more
AGG icon

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
AT
1951
Avalon Trust
New Mexico
$69.3K
BW
1952
Basepoint Wealth
Iowa
$68.3K +$7.62K +77 +13%
MFP
1953
Meramec Financial Planners
Missouri
$63K +$36.9K +373 +137%
Vanguard National Trust
1954
Vanguard National Trust
Pennsylvania
$61.2K
CJ
1955
Caitlin John
Michigan
$60.7K
ADL
1956
Asset Dedication LLC
California
$55.3K -$64.5K -652 -54%
PSB
1957
Piscataqua Savings Bank
New Hampshire
$54.5K +$54.5K +551 New
NWM
1958
Navigoe Wealth Management
California
$53K
CFP
1959
Comprehensive Financial Planning
Pennsylvania
$49.9K -$21.3K -215 -30%
PWMG
1960
Prestige Wealth Management Group
New Jersey
$49.2K +$47.8K +483 +3,450%
MNA
1961
Manning & Napier Advisors
New York
$47K
HNB
1962
Hilltop National Bank
Wyoming
$46.6K +$24.8K +251 +114%
FP
1963
Financial Perspectives
Minnesota
$45.3K +$27.5K +278 +154%
FFA
1964
Frazier Financial Advisors
Ohio
$44.6K
C
1965
Covestor
United Kingdom
$43K +$3.66K +37 +9%
SEP
1966
Signature Equity Partners
Ohio
$40.9K
EWA
1967
Elevate Wealth Advisory
Georgia
$40.8K +$8.51K +86 +26%
AC
1968
AlphaCore Capital
California
$40.2K +$8.01K +81 +25%
ETS
1969
ESL Trust Services
New York
$36.5K -$5.05K -51 -12%
NL
1970
NEPC LLC
Massachusetts
$35.8K +$35.8K +362 New
IRC
1971
Investors Research Corp
Georgia
$34.8K +$14.7K +149 +73%
NA
1972
Networth Advisors
Pennsylvania
$34.7K -$66K -667 -66%
SC
1973
Steph & Co
Wisconsin
$33.7K
BCM
1974
Boreal Capital Management
Florida
$33.7K +$33.6K +340 New
RBC
1975
Roble Belko & Company
Pennsylvania
$33K

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.