ETF Holders

Who owns AGG?

Bond

iShares Core U.S. Aggregate Bond ETF · iShares

2,087 institutions reported holding AGG, worth $122.7B, in Form 13F filings for June 30, 2026.

13F holders
2,087
Institutional value
$122.7B
Change from prior quarter
+2.8%
+$3.3B, with price moves
New and sold-out firms
175 / 99
1,007 added, 670 trimmed

Top 10 institutional holders of AGG

FirmLocationValueSharesChange
Jones Financial Companies LLLPDes Peres, MO$10.9B110,159,073−22,015,735 shares
Raymond James Financial Inc.St. Petersburg, FL$9.2B92,816,907+4,102,241 shares
Bank of America Corp.Charlotte, NC$6.6B66,617,105−3,043,377 shares
Wells Fargo & CompanySan Francisco, CA$6.4B65,014,488+1,318,608 shares
BlackRock, Inc.New York, NY$6.1B61,984,138+8,551,330 shares
Mercer Global Advisors Inc.Denver, CO$4.5B44,994,014+5,645,255 shares
Envestnet Asset Management Inc.Berwyn, PA$4.3B43,049,494−1,525,676 shares
US BancorpMinneapolis, MN$3.9B39,478,188−3,070,595 shares
Morgan StanleyNew York, NY$3.5B35,692,523+3,170,523 shares
Northern Trust Corp.Chicago, IL$2.3B23,143,686+2,385,233 shares
2,077 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns AGG?

2,087 institutional managers reported holding AGG in Form 13F filings for June 30, 2026, worth $122.7B in total. The largest reported position was held by Jones Financial Companies LLLP, at $10.9B.

Did institutions buy or sell AGG last quarter?

Reported 13F value rose 2.8% from March 31, 2026, which includes price moves as well as buying and selling. 175 firms reported a new position and 99 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is AGG ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.