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
↑ +135
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — AGG

Based on 1905 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
1,905 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 — +8% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

1177 buying672 selling
Last quarter: 1,177 funds were net buyers (273 opened a brand new position + 904 added to an existing one). Only 672 were sellers (534 trimmed + 138 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+127 vs last Q)

new funds entering per quarter
Funds opening a new AGG position: 151 → 120 → 146 → 273. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
1,273 out of 1,905 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.
💎

Buying through price weakness — shares +2%, value -29%

Value
-28%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

214 → 151 → 120 → 146 → 273 new funds/Q
New funds entering each quarter: 151 → 120 → 146 → 273. 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.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 1,911 current holders: 1,288 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
32 of 1905 holders are among the 100 largest funds by AUM, controlling 40% 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.

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.

Smart Money Signal ?
Strong Institutional Conviction

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

97 top-rated funds 163 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: AGG
2026 Q1 Stats Unlock in 11 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1911 1775 7.66%
13F Shares 1.16B 1.13B 2.16%
Total Value $115.00B $161.08B -28.61%
New Positions 273 146 +127
Increased Positions 910 897 +13
Closed Positions 139 125 +14
Reduced Positions 537 551 -14
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: AGG

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Financial Highlights

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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.

Top 25 institutional holders of AGG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arizona PSPRS Trust 41.66% 11,407,472 $1.13B
2 DB Fitzpatrick & Co, Inc 36.57% 430,257 $42.7M
3 WHI TRUST Co LLC 30.27% 404,787 $40.2M
4 MASON STREET ADVISORS, LLC 29.58% 3,049,263 $302.7M
5 Gridiron Partners, LLC 28.27% 467,661 $46.3M
6 GoalFusion Wealth Management, LLC 23.58% 523,677 $52.0M
7 Disciplina Capital Management LLC 23.54% 2,237,842 $222.2M
8 Adaptive Financial Consulting, LLC 21.83% 574,298 $57.0M
9 MTC Wealth Management LLC 21.18% 449,187 $44.6M
10 Constellation Investments, Inc. 19.51% 5,920,906 $587.8M
11 Members Trust Co 18.88% 5,724,306 $568.3M
12 Kopp Family Office, LLC 18.80% 275,258 $27.3M
13 Fort Henry Capital, LLC 18.30% 304,761 $30.3M
14 Strategic Financial Group, LLC 17.95% 175,686 $17.4M
15 eCIO, Inc. 17.45% 399,971 $39.7M
16 BayBridge Capital Group, LLC 16.14% 260,844 $26.1M
17 CULTIVAR CAPITAL, INC. 15.76% 248,347 $24.7M
18 Affiance Financial, LLC 15.64% 972,104 $96.5M
19 Tandem Wealth Advisors LLC 15.22% 343,924 $34.1M
20 Financial Designs Corp 15.09% 273,029 $27.1M
21 Charter Oak Capital Management, LLC 14.60% 1,896,989 $188.3M
22 Prentice Wealth Management LLC 14.60% 651,758 $64.7M
23 Professional Financial Advisors, LLC 14.06% 695,423 $69.0M
24 Joel Adams & Associates, Inc. 13.51% 183,207 $18.2M
25 V-Square Quantitative Management LLC 13.32% 1,269,238 $126.0M
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 64% buying: Last quarter: 1,177 funds were net buyers (273 opened a brand new position + 904 added to an existing one). Only 672 were sellers (534 trimmed + 138 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AGG holders?

Elite ownership — 40% AUM from top-100 funds: 32 of 1905 holders are among the 100 largest funds by AUM, controlling 40% 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?

67% of holders stayed for 2+ years: 1,273 out of 1,905 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.