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
↑ +12
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — AGG

Based on 2074 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
2,074 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 — +9% more funds vs a year ago

fund count last 6Q
+179 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

1162 buying858 selling
Last quarter: 1,162 funds bought or added vs 858 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 (-123 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 132 → 159 → 305 → 182. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
1,351 out of 2,074 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.
🚀

Acceleration phase — new buyers rushing in

169 → 132 → 159 → 305 → 182 new funds/Q
New funds entering each quarter: 132 → 159 → 305 → 182. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 2,083 holders: 1,398 (67%) are 2+ year veterans, 280 entered 1–2 years ago, and 405 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
42 of 2071 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 1162 hedge funds were net buyers of AGG (182 opened a new position, 980 added to an existing one), while 858 reduced or exited (688 trimmed, 170 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in AGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 2074.

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

-- --

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

Is It Too Late to Buy Ishares Tr (AGG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AGG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
AGG
-0.5%
SPY
+14.1%

AGG outperformed SPY by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
AGG
+1.1%
SPY
+0.3%

Since the filing became public, AGG outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

57 top-rated funds 193 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
6.0
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2047 2062 -0.73%
13F Shares 1.22B 1.21B 0.29%
Total Value $114.20B $118.27B -3.44%
New Positions 171 305 -134
Increased Positions 974 975 -1
Closed Positions 186 147 +39
Reduced Positions 675 566 +109
Total Calls 3 3 -
Total Puts 6 3 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: AGG

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Services Automobile Association 78.50% 6,726,030 $667.7M
2 Johns Hopkins University 57.73% 8,024,716 $796.6M
3 Arizona PSPRS Trust 41.66% 11,407,472 $1.13B
4 DB Fitzpatrick & Co, Inc 36.57% 430,257 $42.7M
5 Markin Asset Management, LP 32.08% 294,385 $29.2M
6 WHI TRUST Co LLC 30.27% 404,787 $40.2M
7 Mason Street Advisors, LLC 29.58% 3,049,263 $302.7M
8 Gridiron Partners, LLC 28.27% 467,661 $46.3M
9 Metropolitan Life Insurance Co/Ny 25.64% 847,733 $84.2M
10 GoalFusion Wealth Management, LLC 23.58% 523,677 $52.0M
11 Disciplina Capital Management LLC 23.54% 2,237,842 $222.2M
12 Wilshire Advisors LLC 22.31% 22,396 $2.2M
13 Adaptive Financial Consulting, LLC 21.83% 574,298 $57.0M
14 MTC Wealth Management LLC 21.18% 449,187 $44.6M
15 Verger Capital Management LLC 20.44% 698,494 $69.3M
16 Chaney Capital Management, Inc. 20.15% 575,869 $57.2M
17 Constellation Investments, Inc. 19.51% 5,920,906 $587.8M
18 Members Trust Co 18.88% 5,724,306 $568.3M
19 Kopp Family Office, LLC 18.80% 275,258 $27.3M
20 Fort Henry Capital, LLC 18.30% 304,761 $30.3M
21 Strategic Financial Group, LLC 17.95% 175,686 $17.4M
22 Juniper Hill Capital Management LP 17.57% 736,489 $73.6M
23 eCIO, Inc. 17.45% 399,971 $39.7M
24 Bright Financial Advisors, INC. 16.43% 361,118 $35.8M
25 BayBridge Capital Group, LLC 16.14% 260,844 $26.1M
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 1,162 funds bought or added vs 858 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 — 44% AUM from top-100 funds: 42 of 2071 holders are among the 100 largest funds by AUM, controlling 44% 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?

65% of holders stayed for 2+ years: 1,351 out of 2,074 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.

Is it too late to buy Ishares Tr (AGG) following the 2026 Q1 hedge fund 13F filings?

As of today, AGG has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), AGG has gained -0.5% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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