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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
NPT
76
National Philanthropic Trust
Pennsylvania
$179M +$28.3M +282,496 +19%
AWM
77
Axxcess Wealth Management
California
$178M -$12.8M -127,489 -7%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$177M +$3.56M +35,594 +2%
HCM
79
Howard Capital Management
Georgia
$172M -$3.2K -32 -0%
FWCM
80
Ferguson Wellman Capital Management
Oregon
$169M +$170M +1,700,375 New
DWM
81
Destination Wealth Management
California
$167M +$9.21M +92,031 +6%
KWM
82
Kingsview Wealth Management
Oregon
$166M +$38M +379,769 +29%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$162M -$120M -1,200,838 -42%
CAAS
84
Capital Asset Advisory Services
Michigan
$161M -$15.5M -154,997 -9%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$158M +$94.5M +944,743 +147%
WB
86
WesBanco Bank
West Virginia
$152M +$3M +30,004 +2%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$151M +$4.52M +45,149 +3%
BPA
88
Beacon Pointe Advisors
California
$150M +$61.7M +616,495 +69%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$146M +$6.91M +69,103 +5%
R
90
Rebalance
California
$145M +$4.04M +40,358 +3%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$140M
MML Investors Services
92
MML Investors Services
Massachusetts
$135M -$20.7M -206,419 -13%
PS
93
Principal Securities
Iowa
$135M -$3.06M -30,609 -2%
Corient Private Wealth
94
Corient Private Wealth
Florida
$135M -$164M -1,638,249 -54%
SMFG
95
Sumitomo Mitsui Financial Group
Japan
$134M +$238K +2,376 +0.2%
Victory Capital Management
96
Victory Capital Management
Texas
$134M +$9.51M +95,077 +8%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$134M -$2.95M -29,460 -2%
MCCA
98
Mill Creek Capital Advisors
Pennsylvania
$132M +$3.92M +39,178 +3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$132M +$130M +1,301,773 +5,165%
LMIM
100
Lockheed Martin Investment Management
Maryland
$131M -$84.3M -843,000 -39%

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.