Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (AGG)

2K + Investors. Track Smart Money conviction in AGG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — AGG

Based on 2106 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added AGG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,106 hedge funds hold AGG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+218 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

1188 buying830 selling
Last quarter: 1,188 funds bought or added vs 830 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 160 → 306 → 184 → 171. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
1,383 out of 2,106 hedge funds have held AGG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

133 → 160 → 306 → 184 → 171 new funds/Q
New funds entering each quarter: 160 → 306 → 184 → 171. AGG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 2,114 holders: 1,428 (68%) are 2+ year veterans, 288 entered 1–2 years ago, and 398 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
43 of 2101 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in AGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGG

In 2026 Q2, 1188 hedge funds were net buyers of AGG (171 opened a new position, 1017 added to an existing one), while 830 reduced or exited (688 trimmed, 142 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in AGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 2106.

Hedge Fund Ownership: AGG

How many hedge funds hold AGG — quarterly history vs. share price
Quarterly hedge fund ownership of AGG vs. share price

Market Analysis: AGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 184 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: AGG
2K + Investors

Track Smart Money conviction in AGG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2080 2077 0.14%
13F Shares 1.24B 1.22B 2.04%
Total Value $117.29B $114.30B 2.61%
New Positions 157 184 -27
Increased Positions 1012 979 +33
Closed Positions 149 173 -24
Reduced Positions 679 684 -5
Total Calls 7 3 133.33%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 0.57 2.0 Bullish

Statistics: AGG

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AGG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Services Automobile Association 82.00% 10,271,333 $1.02B
2 Johns Hopkins University 53.11% 8,024,716 $794.3M
3 Arizona PSPRS Trust 42.51% 11,528,817 $1.14B
4 DB Fitzpatrick & Co, Inc 33.84% 444,901 $44.0M
5 WHI TRUST Co LLC 30.96% 483,896 $47.9M
6 Mason Street Advisors, LLC 27.21% 3,050,830 $302.0M
7 Gridiron Partners, LLC 27.13% 523,975 $51.7M
8 Markin Asset Management, LP 24.64% 290,898 $28.8M
9 Disciplina Capital Management LLC 24.39% 2,385,633 $236.1M
10 Metropolitan Life Insurance Co/Ny 24.20% 873,733 $86.5M
11 GoalFusion Wealth Management, LLC 22.39% 560,186 $55.4M
12 Kopp Family Office, LLC 20.48% 337,533 $33.4M
13 Adaptive Financial Consulting, LLC 20.20% 582,685 $57.7M
14 MTC Wealth Management LLC 19.86% 447,318 $44.3M
15 Cordoba Advisory Partners LLC 18.80% 896,121 $88.7M
16 Chaney Capital Management, Inc. 17.87% 574,238 $56.8M
17 Constellation Investments, Inc. 17.48% 5,624,548 $556.7M
18 Members Trust Co 17.43% 5,656,531 $559.9M
19 Verger Capital Management LLC 17.18% 592,645 $58.7M
20 Fort Henry Capital, LLC 17.08% 313,230 $31.0M
21 BayBridge Capital Group, LLC 16.87% 327,035 $32.4M
22 Strategic Financial Group, LLC 16.72% 176,302 $17.5M
23 Cultivar Capital, INC. 16.21% 254,345 $25.2M
24 Bright Financial Advisors, INC. 15.36% 370,792 $36.7M
25 Financial Designs Corp 15.30% 288,327 $28.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (AGG)

What does the Smart Money Trend signal show for AGG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added AGG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGG?

Slight buying edge — 59% buying: Last quarter: 1,188 funds bought or added vs 830 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGG holders?

Elite ownership — 49% AUM from top-100 funds: 43 of 2101 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in AGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGG?

66% of holders stayed for 2+ years: 1,383 out of 2,106 hedge funds have held AGG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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