iShares Core US Aggregate Bond ETF
AGG
2,092 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, 1,006 increasing their positions, 701 reducing their positions, and 134 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 1,006 | Existing positions reduced: 701
13% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 134
2% more capital invested
Capital invested by funds: $120B → $122B (+$2.02B)
1% more funds holding in top 10
Funds holding in top 10: 385 → 387 (+2)
1% less funds holding
Funds holding: 2,112 → 2,092 (-20)
2.79% less ownership
Funds ownership: 90.89% → 88.1% (-2.8%)
95% less call options, than puts
Call options by funds: $5.47M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.59B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$860M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$396M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$338M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$309M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$2.36B |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$827M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$639M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$471M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$470M |
AGG Hedge Fund Activity: Q1 2026 in Review
2,092 of the 8,207 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 1.7% from $120B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new AGG positions and 134 closed out — a net gain of 18 holders — while 1,006 added to existing stakes and 701 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.
- 2,092 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2026, down from 2,112 in Q4 2025.
- Funds reported $122B of iShares Core US Aggregate Bond ETF stock for Q1 2026, up 1.7% quarter-over-quarter.
- 152 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2026 and 134 closed out, a net change of +18 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.