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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
CCWM
2001
Cassaday & Co Wealth Management
Virginia
$22K -$73.5K -743 -77%
CNBTD
2002
Citizens National Bank Trust Department
Mississippi
$21.8K
KCM
2003
Key Capital Management
Tennessee
$21.4K -$14.9K -151 -41%
TF
2004
Tompkins Financial
New York
$20.2K
LCM
2005
Logan Capital Management
Pennsylvania
$20K +$20K +202 New
FCMT
2006
Founders Capital Management (Texas)
Texas
$19.8K
OL
2007
one8zero8 LLC
North Carolina
$19.8K
SMBT
2008
Southern Michigan Bank & Trust
Michigan
$19.8K
LFASL
2009
Lugano Financial Advisors SA (LFA)
Switzerland
$19.7K +$19.7K +199 New
MI
2010
Markowski Investments
Florida
$19.4K +$19.4K +196 New
LI
2011
LRI Investments
Florida
$19.3K +$1.88K +19 +11%
OAG
2012
Oakmont Advisory Group
New Mexico
$19.3K +$19.3K +195 New
KTC
2013
Kentucky Trust Company
Kentucky
$19.2K
APW
2014
Aventura Private Wealth
Florida
$18.4K
GSEP
2015
Golden State Equity Partners
California
$16.7K -$19.1M -193,108 -100%
MAFA
2016
MJT & Associates Financial Advisory
Minnesota
$16K
LB
2017
Legacy Bridge
Iowa
$15.6K
BC
2018
Barrett & Company
Rhode Island
$15.1K
LAS
2019
Lloyd Advisory Services
Georgia
$15K -$987K -9,977 -98%
ACA
2020
American Capital Advisory
Idaho
$14.5K -$30.5K -308 -68%
CAM
2021
Chesapeake Asset Management
New York
$14K -$22.4K -226 -62%
SCM
2022
Sterling Capital Management
North Carolina
$13.9K
HIA
2023
Harbor Investment Advisory
Maryland
$13K +$4.06K +41 +46%
AI
2024
Arvest Investments
Arkansas
$12.6K +$2.28K +23 +22%
NWM
2025
Nova Wealth Management
Florida
$12.5K

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.