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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$10.9B -$2.18B -22,015,735 -17%
Raymond James Financial
2
Raymond James Financial
Florida
$9.19B +$406M +4,102,241 +5%
Bank of America
3
Bank of America
North Carolina
$6.59B -$301M -3,043,377 -4%
Wells Fargo
4
Wells Fargo
California
$6.44B +$130M +1,318,608 +2%
BlackRock
5
BlackRock
New York
$6.14B +$846M +8,551,330 +16%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$4.45B +$559M +5,645,255 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.26B -$151M -1,525,676 -3%
US Bancorp
8
US Bancorp
Minnesota
$3.91B -$304M -3,070,595 -7%
Morgan Stanley
9
Morgan Stanley
New York
$3.53B +$314M +3,170,523 +10%
Northern Trust
10
Northern Trust
Illinois
$2.29B +$236M +2,385,233 +11%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.62B +$281M +2,835,726 +21%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.62B +$166M +1,676,824 +11%
Betterment LLC
13
Betterment LLC
New York
$1.55B -$820M -8,284,237 -35%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.53B +$22.8M +230,765 +2%
LPL Financial
15
LPL Financial
California
$1.51B +$140M +1,416,040 +10%
Ameriprise
16
Ameriprise
Minnesota
$1.48B +$27.9M +282,090 +2%
Mariner
17
Mariner
Kansas
$1.47B +$110M +1,116,093 +8%
AA
18
Acorns Advisers
California
$1.45B +$114M +1,156,052 +9%
Creative Planning
19
Creative Planning
Kansas
$1.35B -$38.8M -392,049 -3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.27B -$8.77M -88,615 -0.7%
Goldman Sachs
21
Goldman Sachs
New York
$1.24B -$153M -1,543,558 -11%
WI
22
WealthNavi Inc
Japan
$1.16B +$23.5M +237,832 +2%
APSPRSPT
23
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.14B +$12M +121,345 +1%
UBS Group
24
UBS Group
Switzerland
$1.12B +$37.6M +380,034 +3%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.09B +$62.9M +636,150 +6%

AGG Hedge Fund Activity: Q2 2026 in Review

2,078 of the 8,263 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.