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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
2101
Crabel Capital Management
California
-$7.51M -75,181 Closed
PA
2102
PFW Advisors
Georgia
-$6.9M -69,051 Closed
TC
2103
Toews Corporation
New Jersey
-$5.6M -56,024 Closed
OMC
2104
Old Mission Capital
Illinois
-$3.93M -39,371 Closed
ICM
2105
Intrepid Capital Management
Florida
-$3.92M -39,218 Closed
CWP
2106
Curated Wealth Partners
California
-$3.91M -39,175 Closed
TA
2107
TFB Advisors
Kansas
-$3.62M -36,242 Closed
WS
2108
Wilian Securities
Minnesota
-$3.51M -35,138 Closed
CAGAS
2109
Capital Advisory Group Advisory Services
Minnesota
-$3M -30,071 Closed
HWMO
2110
Heritage Wealth Management (Ohio)
Ohio
-$2.45M -24,534 Closed
AGAM
2111
AK Global Asset Management
California
-$1.81M -18,100 Closed
Loomis, Sayles & Company
2112
Loomis, Sayles & Company
Massachusetts
-$1.74M -17,449 Closed
AIP
2113
Arrowpoint Investment Partners
Singapore
-$1.65M -16,500 Closed
NP
2114
Nilsine Partners
Colorado
-$1.58M -15,782 Closed
BCM
2115
Beaumont Capital Management
Massachusetts
-$1.27M -12,677 Closed
CA
2116
CWC Advisors
Oregon
-$1.24M -12,374 Closed
WWMP
2117
Wagner Wealth Management (Pennsylvania)
Pennsylvania
-$1.19M -11,931 Closed
CG
2118
Curat Global
New Hampshire
-$1.15M -11,466 Closed
CAS
2119
Coppell Advisory Solutions
Texas
-$1.04M -10,419 Closed
FTUS
2120
Flow Traders U.S.
New York
-$922K -9,232 Closed
CG
2121
Caprock Group
Idaho
-$853K -8,544 Closed
PP
2122
Patron Partners
Texas
-$813K -8,144 Closed
AWM
2123
Alterna Wealth Management
Texas
-$782K -7,825 Closed
LFA
2124
Level Financial Advisors
New York
-$756K -7,570 Closed
VCP
2125
Vista Capital Partners
Oregon
-$746K -7,469 Closed

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.