WhaleCreep

Which hedge funds own AGG? ISHARES TR, Q2 2026 13F holders

17 tracked hedge funds disclosed a position in AGG (ISHARES TR) in their Q2 2026 13F filings, worth $296.0m in total. The largest holder by portfolio weight is Kopp Family Office, LLC at 20.5% of its book. 4 opened a new position this quarter: Qube Research & Technologies Ltd, Renaissance Technologies LLC, Y-Intercept (Hong Kong) Ltd, Millennium Management LLC. 3 exited: Logan Stone Capital, LLC, Cercano Management LLC, Citadel Advisors LLC.

17
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
4
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
3
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$55.3m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$64.3m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$296m
Combined value
Sum of the holders' reported positions in the security.
1.4%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

17 rows
Kopp Family Office, LLC Family office20.5%$33.4m337,533+23%added
Verger Capital Management LLC Hedge fund17.2%$58.7m592,645−15%reduced
Global Endowment Management, LP Hedge fund3.6%$35.9m362,472+8.3%added
Lowe Brockenbrough & Co Inc Hedge fund3.0%$67.2m678,593+40%added
CVA Family Office, LLC Family office1.6%$17.8m180,155+23%added
Bayshore Capital Advisors, LLC Hedge fund0.4%$775k7,8270.0%held
Edgestream Partners, L.P. Hedge fund0.3%$9.9m99,843+575%added
Parallax Volatility Advisers, L.P. Hedge fund0.2%$4.3m43,6510.0%held
Investure, LLC Hedge fund0.1%$1.7m16,975+8.4%added
Bowie Capital Management, LLC Hedge fund0.09%$1.9m19,000+5.6%added
Qube Research & Technologies Ltd Hedge fund0.04%$33.5m338,933–new
Renaissance Technologies LLC Hedge fund0.02%$16.8m169,699–new
Y-Intercept (Hong Kong) Ltd Hedge fund0.01%$379k3,829–new
First Manhattan Long-only investor0.0%$1.4m13,848+11%added
Millennium Management LLC Hedge fund0.0%$4.5m45,763–new
AQR Capital Management LLC Hedge fund0.0%$7.5m76,005+90%added
Tudor Investment Corp ET AL Hedge fund0.0%$374k3,774−72%reduced