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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
DW30
2151
Drucker Wealth 3.0
New Jersey
-$208K -2,096 Closed
GSIAS
2152
Garden State Investment Advisory Services
New Jersey
-$207K -2,086 Closed
CF
2153
Convergence Financial
Missouri
-$207K -2,082 Closed
ACA
2154
Affinity Capital Advisors
California
-$205K -2,068 Closed
MGW
2155
MB Generational Wealth
Washington
-$204K -2,052 Closed
WIC
2156
Woodmont Investment Counsel
Tennessee
-$201K -2,026 Closed
TPWA
2157
Twin Peaks Wealth Advisors
California
-$186K -1,878 Closed
MB
2158
MidFirst Bank
Oklahoma
-$179K -1,805 Closed
AGWCA
2159
Annis Gardner Whiting Capital Advisors
Florida
-$161K -1,620 Closed
FAI
2160
Fiduciary Advisors Inc
Missouri
-$142K -1,434 Closed
WOSD
2161
WFA of San Diego
California
-$136K -1,365 Closed
CBT
2162
CoreFirst Bank & Trust
Kansas
-$110K -1,110 Closed
DWP
2163
Destiny Wealth Partners
Florida
-$109K -1,099 Closed
CIR
2164
Clear Investment Research
Georgia
-$73K -735 Closed
VR
2165
Vision Retirement
New Jersey
-$62.2K -627 Closed
YAL
2166
Your Advocates Ltd
Texas
-$61.3K -618 Closed
KC
2167
Knuff & Co
California
-$44.7K -450 Closed
CF
2168
Collier Financial
Colorado
-$38.1K -384 Closed
MIM
2169
Marshall Investment Management
Colorado
-$35.4K -357 Closed
EWM
2170
Evermay Wealth Management
Virginia
-$22.6K -228 Closed
BFS
2171
Burkett Financial Services
South Carolina
-$21K -212 Closed
LFA
2172
Longview Financial Advisors
Alabama
-$20.4K -205 Closed
EIP
2173
Essential Investment Partners
Colorado
-$17.3K -174 Closed
S
2174
Sachetta
Massachusetts
-$16.4K -165 Closed
MWC
2175
MBM Wealth Consultants
Missouri
-$13.8K -139 Closed

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.