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iShares Core US Aggregate Bond ETF

2,079 hedge funds and large institutions have $122B invested in iShares Core US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 1,000 increasing their positions, 694 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 1,000 | Existing positions reduced: 694

15% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 132

2% more capital invested

Capital invested by funds: $120B → $122B (+$1.84B)

0% more funds holding in top 10

Funds holding in top 10: 383384 (+1)

1% less funds holding

Funds holding: 2,1012,079 (-22)

2.82% less ownership

Funds ownership: 90.99%88.16% (-2.8%)

95% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $104M

Holders
2,079
Holders Change
-22
Holders Change %
-1.05%
% of All Funds
25.44%
Holding in Top 10
384
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.26%
% of All Funds
4.7%
New
152
Increased
1,000
Reduced
694
Closed
132
Calls
$5.47M
Puts
$104M
Net Calls
-$98.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
226
Baron Silver Stevens Financial Advisors
Florida
$42.2M +$3.65M +36,497 +9%
NRI
227
NFP Retirement Inc
California
$42.1M -$27.8M -277,773 -40%
ST
228
Smithfield Trust
Pennsylvania
$41.5M +$2.41M +24,111 +6%
CIA
229
Concurrent Investment Advisors
Florida
$40.9M +$5.9M +58,946 +17%
CBU
230
CIBC Bancorp USA
Illinois
$40.7M +$41M +409,600 New
TCM
231
Towercrest Capital Management
Pennsylvania
$40.5M +$2.57M +25,706 +7%
AIA
232
Arbor Investment Advisors
North Carolina
$40.4M +$655K +6,549 +2%
BWS
233
Buck Wealth Strategies
Colorado
$40.4M +$3.84M +38,344 +10%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$40.3M +$1.93M +19,264 +5%
WT
235
WHI Trust
Illinois
$40.2M +$3.32M +33,196 +9%
TRCT
236
Tower Research Capital (TRC)
New York
$39.7M +$40.1M +400,371 New
EI
237
eCIO Inc
Wisconsin
$39.7M +$5.7M +56,972 +17%
BAM
238
Brave Asset Management
New Jersey
$39.7M +$1.68M +16,750 +4%
FBB
239
Fulton Breakefield Broenniman
Maryland
$39.5M +$943K +9,422 +2%
M&T Bank
240
M&T Bank
New York
$39.4M -$13.5M -135,278 -25%
RhumbLine Advisers
241
RhumbLine Advisers
Massachusetts
$39.2M -$8.46M -84,558 -18%
SC
242
Syon Capital
California
$39.1M +$10.7M +107,260 +37%
LAM
243
Lifestyle Asset Management
Texas
$39.1M +$22.7M +227,326 +137%
CAM
244
Cresset Asset Management
Illinois
$38.9M +$5.56M +55,564 +17%
VC
245
Vicus Capital
Pennsylvania
$38.8M +$284K +2,834 +0.7%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$38.5M -$1.95M -19,526 -5%
DWS
247
Discipline Wealth Solutions
South Carolina
$38.5M +$23.4M +233,592 +151%
CPA
248
Capital Performance Advisors
California
$37.7M +$3.82M +38,137 +11%
FHA
249
Flagship Harbor Advisors
Massachusetts
$37.3M -$5.33M -53,259 -12%
FBFS
250
First Business Financial Services
Wisconsin
$37.3M -$584K -5,839 -2%

AGG Hedge Fund Activity: Q1 2026 in Review

2,079 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2026, worth a combined $122B — up 1.5% from $120B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new AGG positions and 132 closed out — a net gain of 20 holders — while 1,000 added to existing stakes and 694 trimmed.

The largest buyer was Bank of America, adding an estimated $1.59B. The largest seller was Sagespring Wealth Partners, cutting an estimated $2.36B.

  • 2,079 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2026, down from 2,101 in Q4 2025.
  • Funds reported $122B of iShares Core US Aggregate Bond ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 152 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2026 and 132 closed out, a net change of +20 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2026 was Bank of America, an estimated $1.59B added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2026 was Sagespring Wealth Partners, an estimated $2.36B sold.

Based on aggregated 13F filings for Q1 2026.