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
HPIA
2026
Hamilton Point Investment Advisors
North Carolina
$12.4K +$12.4K +125 New
TLA
2027
Tanglewood Legacy Advisors
Texas
$12.2K -$7.82K -79 -39%
PCFFS
2028
Pacific Center for Financial Services
California
$11.3K -$4.95K -50 -30%
DF
2029
Downshift Financial
Colorado
$10.1K +$10.1K +102 New
MIM
2030
MTM Investment Management
South Carolina
$9.9K -$3.96K -40 -29%
HA
2031
Hyposwiss Advisors
$9.9K
SOW
2032
State of Wyoming
Wyoming
$9.9K
HHCP
2033
Hilton Head Capital Partners
South Carolina
$9.11K -$11K -111 -55%
BFP
2034
Birchwood Financial Partners
Minnesota
$8.83K
TWD
2035
True Wealth Design
Ohio
$8.81K
WTA
2036
Washington Trust Advisors
Massachusetts
$8.78K
PFA
2037
Pillar Financial Advisors
Kentucky
$8.61K
GG
2038
Gleason Group
Kentucky
$8.61K +$8.61K +87 New
PAG
2039
Paladin Advisory Group
Iowa
$8.31K
NB
2040
NBH Bank
Colorado
$8.31K +$8.31K +84 New
LWM
2041
Lodestone Wealth Management
Washington
$8.21K
QWM
2042
Quaker Wealth Management
New Jersey
$8.12K +$198 +2 +3%
YP
2043
YANKCOM Partnership
South Dakota
$7.72K
GTAM
2044
Global Trust Asset Management
Florida
$7.13K -$47K -475 -87%
WFA
2045
Wells Financial Advisors
Massachusetts
$7.13K -$6.93K -70 -49%
TAM
2046
Townsend Asset Management
North Carolina
$6.93K
IWMA
2047
Ironwood Wealth Management (Arizona)
Arizona
$5.94K -$5.64K -57 -49%
VNA
2048
Valley National Advisers
Pennsylvania
$5.84K -$19.8K -200 -77%
VCM
2049
Versant Capital Management
Arizona
$5.84K
ECA
2050
Elevated Capital Advisors
Utah
$5.74K

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.