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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
CCM
101
Coldstream Capital Management
Washington
$131M +$4.27M +42,630 +3%
TW
102
Trajan Wealth
Arizona
$130M +$3.42M +34,183 +3%
Fisher Asset Management
103
Fisher Asset Management
Washington
$127M +$618K +6,181 +0.5%
VSQM
104
V-Square Quantitative Management
Illinois
$126M
GKWIM
105
Gerber Kawasaki Wealth & Investment Management
California
$124M +$17.2M +171,680 +16%
RWM
106
Ritholtz Wealth Management
New York
$123M +$4.66M +46,615 +4%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$114M +$308K +3,081 +0.3%
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$114M -$4.22M -42,135 -4%
CAG
109
Crestwood Advisors Group
Massachusetts
$113M +$8.16M +81,552 +8%
KeyBank National Association
110
KeyBank National Association
Ohio
$108M -$330K -3,294 -0.3%
CFFP
111
Center for Financial Planning
Michigan
$105M +$2.28M +22,762 +2%
G
112
GenTrust
Florida
$104M +$84.8K +848 +0.1%
BCI
113
Brinker Capital Investments
Pennsylvania
$104M -$13.9M -138,538 -12%
GLLW
114
Graves Light Lenhart Wealth
Virginia
$103M -$403K -4,025 -0.4%
Sumitomo Mitsui Trust Group
115
Sumitomo Mitsui Trust Group
Japan
$98.5M
BIG
116
Brooklyn Investment Group
New York
$98.3M +$32.7M +326,359 +49%
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$97.3M +$4.47M +44,670 +5%
CA
118
Cambridge Associates
Massachusetts
$96.9M +$2.08M +20,822 +2%
AF
119
Affiance Financial
Minnesota
$96.5M +$7.45M +74,435 +8%
SCM
120
Steele Capital Management
Iowa
$94.5M +$1.89M +18,917 +2%
FCH
121
Freestone Capital Holdings
Washington
$94.2M +$10.6M +106,050 +13%
MWP
122
Meridian Wealth Partners
Pennsylvania
$93.6M +$3.81M +38,054 +4%
BCM
123
Brookstone Capital Management
Illinois
$93.4M -$2.85M -28,470 -3%
1832 Asset Management
124
1832 Asset Management
Ontario, Canada
$93.4M +$2.18M +21,747 +2%
GA
125
Greenspring Advisors
Maryland
$93.2M +$5.53M +55,243 +6%

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.