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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$902M +$17.9M +178,830 +2%
Cerity Partners
27
Cerity Partners
New York
$884M +$91.1M +910,968 +11%
RWP
28
RWA Wealth Partners
Massachusetts
$858M +$66.1M +660,382 +8%
JHU
29
Johns Hopkins University
Maryland
$797M
Truist Financial
30
Truist Financial
North Carolina
$746M -$13M -130,389 -2%
Stifel Financial
31
Stifel Financial
Missouri
$727M -$18.7M -187,106 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$670M +$190M +1,898,484 +39%
USAA
33
United Services Automobile Association
Texas
$668M -$200M -2,000,933 -23%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$660M +$75.1M +750,257 +13%
Charles Schwab
35
Charles Schwab
California
$652M -$19.5M -194,465 -3%
TCIIS
36
TIAA-CREF Individual & Institutional Services
New York
$624M +$629M +6,284,686 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$619M +$18.8M +187,655 +3%
CI
38
Constellation Investments
Ohio
$588M -$114M -1,142,013 -16%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$569M -$11.5M -115,400 -2%
Members Trust
40
Members Trust
Florida
$568M +$23.5M +234,410 +4%
DADC
41
D.A. Davidson & Co
Montana
$513M +$33.6M +335,899 +7%
Mastercard Foundation Asset Management (MFAM)
42
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$410M
SWM
43
SigFig Wealth Management
California
$408M +$47.7M +476,306 +13%
SAM
44
Simplify Asset Management
Nevada
$407M +$130M +1,299,935 +46%
P
45
&Partners
Tennessee
$389M +$47.3M +472,713 +14%
VIA
46
Vantagepoint Investment Advisers
District of Columbia
$388M -$68.8M -687,327 -15%
SPIA
47
Steward Partners Investment Advisory
New York
$372M -$23.1M -230,418 -6%
SAG
48
SageView Advisory Group
California
$368M +$8.67M +86,702 +2%
Citigroup
49
Citigroup
New York
$367M -$8.55M -85,464 -2%
PCIA
50
Prime Capital Investment Advisors
Kansas
$365M -$123M -1,225,933 -25%

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.