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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
Janus Henderson Group
51
Janus Henderson Group
$339M +$5.61M +56,033 +2%
SDIC
52
South Dakota Investment Council
South Dakota
$325M +$45.1M +451,100 +16%
EWA
53
EP Wealth Advisors
California
$317M +$41M +410,160 +15%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$316M +$188M +1,882,701 +145%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$304M -$471M -4,709,618 -61%
MSA
56
Mason Street Advisors
Wisconsin
$303M -$5.8M -57,967 -2%
BL
57
Balentine LLC
Georgia
$294M -$923K -9,222 -0.3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$286M -$194M -1,937,437 -40%
DWM
59
Dynasty Wealth Management
Florida
$272M -$16.8M -167,511 -6%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$271M +$1.74M +17,399 +0.6%
Prudential Financial
61
Prudential Financial
New Jersey
$258M -$19.9M -199,115 -7%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$252M +$11.5M +114,945 +5%
BTI
63
Blue Trust Inc
Georgia
$243M +$4.95M +49,490 +2%
SP
64
Stairway Partners
Illinois
$242M +$2.52M +25,200 +1%
ETC
65
Exchange Traded Concepts
Oklahoma
$241M +$10.3M +102,634 +4%
Jane Street
66
Jane Street
New York
$239M +$241M +2,411,981 New
DCM
67
Disciplina Capital Management
Tennessee
$222M +$3.48M +34,761 +2%
Osaic Holdings
68
Osaic Holdings
Arizona
$215M +$18.1M +181,260 +9%
HighTower Advisors
69
HighTower Advisors
Illinois
$200M -$25.4M -253,618 -11%
HFS
70
Hantz Financial Services
Michigan
$197M +$58.2M +581,376 +41%
COCM
71
Charter Oak Capital Management
New Hampshire
$188M +$4.73M +47,254 +3%
QWP
72
Quotient Wealth Partners
Texas
$187M -$44.2M -441,305 -19%
FCBT
73
First Citizens Bank & Trust
North Carolina
$186M +$118M +1,183,073 +171%
TWIM
74
TIAA Wealth Investment Management
New York
$183M +$184M +1,842,892 New
FMI
75
Factory Mutual Insurance
Massachusetts
$181M -$227M -2,273,076 -55%

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.