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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
JWA
151
JFS Wealth Advisors
Pennsylvania
$69.6M +$3.74M +37,385 +6%
VCM
152
Verger Capital Management
North Carolina
$69.3M +$4.29M +42,894 +7%
ZBNA
153
Zions Bancorporation, National Association
Utah
$69.3M -$2.22M -22,147 -3%
PFA
154
Professional Financial Advisors
Nebraska
$69M +$431K +4,308 +0.6%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$69M -$13.3M -132,777 -16%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$69M -$10.7M -106,839 -13%
NAMI
157
Nomura Asset Management International
Pennsylvania
$68.1M +$4.1M +41,007 +6%
SAI
158
Savvy Advisors Inc
New York
$67.1M +$9.83M +98,220 +17%
TC
159
Trust Company
Kansas
$66M +$1.02M +10,163 +2%
RSWM
160
Robertson Stephens Wealth Management
California
$65.7M +$8.97M +89,678 +16%
PAS
161
Park Avenue Securities
New York
$65.7M +$2.33M +23,302 +4%
SHGA
162
Sand Hill Global Advisors
California
$65.6M -$4.54M -45,328 -6%
BB
163
Bell Bank
North Dakota
$65.2M +$4.01M +40,078 +7%
PWM
164
Prentice Wealth Management
New York
$64.7M +$4.65M +46,515 +8%
PCM
165
Permanent Capital Management
Illinois
$64.2M +$50.9M +508,843 +367%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$63.1M -$8.43M -84,294 -12%
KPWS
167
Kestra Private Wealth Services
Texas
$62.5M +$810K +8,094 +1%
Lido Advisors
168
Lido Advisors
California
$61.7M +$2.15M +21,490 +4%
MG
169
Mather Group
Illinois
$61.6M +$3.39M +33,862 +6%
MCWS
170
McKinley Carter Wealth Services
West Virginia
$61.6M +$1.93M +19,254 +3%
OWA
171
Octavia Wealth Advisors
Ohio
$60.9M +$32.5M +324,817 +112%
EW
172
Evoke Wealth
California
$60.5M -$732K -7,315 -1%
KAS
173
Kestra Advisory Services
Texas
$60.5M +$7.01M +70,046 +13%
FFN
174
Focus Financial Network
Minnesota
$60.4M +$2.24M +22,390 +4%
GAM
175
Gotham Asset Management
New York
$60.3M +$24.1M +240,578 +66%

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.