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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
PFPG
176
Pinnacle Financial Partners (Georgia)
Georgia
$58.9M +$2.13M +21,295 +4%
AssetMark Inc
177
AssetMark Inc
California
$58.6M -$67.6M -675,310 -53%
RCG
178
Rock Creek Group
District of Columbia
$58.5M +$474K +4,739 +0.8%
CCM
179
Chaney Capital Management
Washington
$57.2M +$48.8K +488 +0.1%
AFC
180
Adaptive Financial Consulting
Ohio
$57M +$2.53M +25,281 +5%
BF
181
BOK Financial
Oklahoma
$56.5M +$3.63M +36,313 +7%
CFB
182
Cullen/Frost Bankers
Texas
$55.5M -$46.2M -462,227 -45%
AF
183
Allworth Financial
California
$55.4M +$4M +39,938 +8%
SAM
184
Smartleaf Asset Management
Massachusetts
$54.6M +$11.2M +111,475 +25%
BC
185
Bricktown Capital
Michigan
$53.8M -$2.74M -27,369 -5%
AFAS
186
Acorn Financial Advisory Services
Virginia
$53.2M +$6.37M +63,693 +13%
EH
187
Equitable Holdings
New York
$53.2M +$3.48M +34,777 +7%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$53M +$695K +6,943 +1%
STA
189
Summit Trail Advisors
New York
$53M +$9.23M +92,260 +21%
CFFNO
190
Common Fund For Nonprofit Organizations
Connecticut
$53M +$7.24M +72,408 +16%
HI
191
Horizon Investments
North Carolina
$52.2M +$28.2M +281,731 +114%
KP
192
Keel Point
Alabama
$52M +$3.15M +31,458 +6%
GWM
193
GoalFusion Wealth Management
Texas
$52M +$2.39M +23,877 +5%
MWM
194
Mascoma Wealth Management
New Hampshire
$50.3M -$686K -6,853 -1%
FWA
195
FORM Wealth Advisors
Wisconsin
$50.3M -$27.2M -271,833 -35%
MCM
196
MAI Capital Management
Ohio
$50.1M +$3.29M +32,842 +7%
Citadel Advisors
197
Citadel Advisors
Florida
$49.8M -$11.3M -112,708 -18%
LS
198
Liquid Strategies
Georgia
$49.5M +$17M +170,280 +52%
TPCW
199
TD Private Client Wealth
New York
$49.1M +$298K +2,983 +0.6%
AI
200
Atria Investments
North Carolina
$49.1M +$16.3M +163,226 +49%

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.