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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
GP
201
Gridiron Partners
Pennsylvania
$51.7M +$5.57M +56,314 +12%
TCM
202
Twele Capital Management
Minnesota
$51M +$3.98M +40,233 +8%
TPCW
203
TD Private Client Wealth
New York
$50.9M +$1.87M +18,876 +4%
AWM
204
Abound Wealth Management
Tennessee
$50.5M +$2.89M +29,191 +6%
SPP
205
Single Point Partners
Massachusetts
$50.1M +$3.64M +36,741 +2%
FPCP
206
Fort Point Capital Partners
California
$49.7M +$2.36M +23,887 +5%
CFFNO
207
Common Fund For Nonprofit Organizations
Connecticut
$49.6M -$3.23M -32,690 -6%
AAP
208
Arax Advisory Partners
Colorado
$48.8M +$36.2M +365,948 +287%
GRP
209
Global Retirement Partners
California
$48.8M +$48.8M +492,742 New
LS
210
Liquid Strategies
Georgia
$48.1M -$1.35M -13,610 -3%
WT
211
WHI Trust
Illinois
$47.9M +$7.83M +79,109 +20%
LWPC
212
Legacy Wealth Partners (Colorado)
Colorado
$47.4M -$227K -2,295 -0.5%
FEG
213
Fund Evaluation Group
Ohio
$47.3M +$14.8M +149,486 +46%
FG
214
Fiduciary Group
Georgia
$47.1M +$2.74M +27,682 +6%
BDF
215
Black Diamond Financial
Maryland
$47M +$2.48M +25,037 +6%
Boston Partners
216
Boston Partners
Massachusetts
$46.7M -$45.2M -456,804 Closed
JJBC
217
James J. Burns & Company
New York
$46.4M +$2.24M +22,650 +5%
BBVA
218
Banco Bilbao Vizcaya Argentaria
Spain
$46.2M +$11M +111,669 +31%
CM
219
Cornerstone Management
Georgia
$46M +$1.88M +18,996 +4%
CPA
220
Capital Performance Advisors
California
$45.5M +$7.97M +80,550 +21%
LFS
221
Legacy Financial Strategies
Kansas
$45.4M -$732K -7,403 -2%
BSSFA
222
Baron Silver Stevens Financial Advisors
Florida
$45.2M +$3.1M +31,353 +7%
ST
223
Smithfield Trust
Pennsylvania
$45.1M +$3.69M +37,279 +9%
ANB
224
Amarillo National Bank
Texas
$44.4M -$81.8K -827 -0.2%
MWM
225
MTC Wealth Management
Florida
$44.3M -$185K -1,869 -0.4%

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.