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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
CWM
1976
Copia Wealth Management
Oregon
$32.8K
MCM
1977
Manchester Capital Management
Vermont
$32.7K +$1.98K +20 +6%
DFA
1978
DHJJ Financial Advisors
Illinois
$32.2K
JAM
1979
JCIC Asset Management
Ontario, Canada
$31.3K
CWP
1980
Concord Wealth Partners
Virginia
$31.2K +$31.2K +315 New
MSG
1981
Main Street Group
Virginia
$30.1K
BCPWM
1982
Bradley & Co Private Wealth Management
Florida
$29.9K
PAIM
1983
Punch & Associates Investment Management
Minnesota
$29.7K
MFT
1984
Moisand Fitzgerald Tamayo
Florida
$29.6K +$11.2K +113 +61%
BMC
1985
Bear Mountain Capital
Washington
$29.3K -$1.48K -15 -5%
WAG
1986
Wiser Advisor Group
Arizona
$29.3K +$297 +3 +1%
MCA
1987
McGuire Capital Advisors
Oklahoma
$27.3K
RRMM
1988
Regatta Research & Money Management
Louisiana
$27.2K +$27.2K +275 New
FA
1989
Fedenia Advisers
Wisconsin
$26.9K +$26.9K +272 New
VL
1990
Vima LLC
Michigan
$26.5K +$26.5K +268 New
HIA
1991
HFM Investment Advisors
New Jersey
$26.3K -$792 -8 -3%
CHC
1992
City Holding Co
West Virginia
$25.7K -$81.6K -825 -76%
FMTCOCP
1993
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K
SA
1994
SRH Advisors
Kansas
$24.7K
VWM
1995
Vermillion Wealth Management
Minnesota
$23.8K +$99 +1 +0.4%
HC
1996
Hurley Capital
New York
$23.7K +$99 +1 +0.4%
BWM
1997
Bullock Wealth Management
Indiana
$23.1K +$23.3K +235 New
NWS
1998
Nvest Wealth Strategies
Ohio
$22.4K
SIC
1999
SJS Investment Consulting
Ohio
$22.4K
BA
2000
Blueline Advisors
New Hampshire
$22K -$1.48K -15 -6%

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.