ISHARES CORE U.S. AGGREGATE (AGG) Institutional Shareholders
ISHARES CORE U.S. AGGREGATE (AGG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $113.47B in AGG holdings during the latest filing period.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of AGG tracked by InsiderSet, reporting ownership valued at approximately $13.03B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.87B, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed AGG value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES CORE U.S. AGGREGATE (AGG).
This page ranks the largest institutional AGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,048
Total Reported Value
$113.47B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$13.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 6.26% | 132,174,808 | $13,025,584,593 | $12,869,861,055 | -$155,723,538 | -1.20% | |
| Raymond James Financial Inc | 2.73% | 88,714,666 | $8,806,702,890 | $8,638,147,028 | -$168,555,862 | -1.91% | |
| Bank Of America Corp | 0.51% | 69,660,482 | $6,915,196,042 | $6,782,841,132 | -$132,354,910 | -1.91% | |
| Wells Fargo & Company/Mn | 1.26% | 63,695,880 | $6,323,089,967 | $6,202,067,836 | -$121,022,131 | -1.91% | |
| Blackrock, Inc. | 0.09% | 53,432,808 | $5,304,274,846 | $5,202,752,515 | -$101,522,331 | -1.91% | |
| Envestnet Asset Management Inc | 1.01% | 43,049,494 | $4,260,981,008 | $4,191,729,231 | -$69,251,777 | -1.63% | |
| Us Bancorp \De\ | 5.13% | 42,548,783 | $4,223,855,954 | $4,142,975,001 | -$80,880,953 | -1.91% | |
| Mercer Global Advisors Inc | 5.78% | 39,348,759 | $3,906,151,325 | $3,831,388,664 | -$74,762,661 | -1.91% | |
| Morgan Stanley | 0.19% | 32,522,000 | $3,228,459,317 | $3,166,667,140 | -$61,792,177 | -1.91% | |
| Northern Trust Corp | 0.27% | 20,758,453 | $2,060,691,629 | $2,021,250,569 | -$39,441,060 | -1.91% | |
| Wealth Enhancement Advisory Services, Llc | 2.71% | 16,602,475 | $1,617,437,000 | $1,616,582,991 | -$854,009 | -0.05% | |
| Cetera Investment Advisers | 1.61% | 15,252,353 | $1,514,101,058 | $1,485,121,612 | -$28,979,446 | -1.91% | |
| Ameriprise Financial Inc | 0.34% | 14,632,180 | $1,450,152,080 | $1,424,735,367 | -$25,416,713 | -1.75% | |
| Goldman Sachs Group Inc | 0.18% | 14,115,260 | $1,401,221,928 | $1,374,402,866 | -$26,819,062 | -1.91% | |
| Creative Planning | 0.94% | 14,026,407 | $1,392,401,437 | $1,365,751,250 | -$26,650,187 | -1.91% | |
| Lpl Financial Llc | 0.37% | 13,878,686 | $1,377,737,116 | $1,351,367,656 | -$26,369,460 | -1.91% | |
| Mariner, Llc | 1.59% | 13,748,217 | $1,364,773,672 | $1,338,663,889 | -$26,109,783 | -1.91% | |
| Northwestern Mutual Wealth Management Co | 0.79% | 12,962,808 | $1,286,817,944 | $1,262,188,615 | -$24,629,329 | -1.91% | |
| Ubs Group Ag | 0.19% | 10,984,271 | $1,090,408,582 | $1,069,538,467 | -$20,870,115 | -1.91% | |
| Pnc Financial Services Group, Inc. | 0.64% | 10,117,073 | $1,004,321,789 | $985,099,398 | -$19,222,391 | -1.91% | |
| Fmr Llc | 0.05% | 9,085,333 | $901,901,000 | $884,638,874 | -$17,262,126 | -1.91% | |
| Cerity Partners Llc | 1.25% | 8,902,771 | $883,778,055 | $866,862,812 | -$16,915,243 | -1.91% | |
| Rwa Wealth Partners, Llc | 9.39% | 8,646,419 | $858,329,967 | $841,901,818 | -$16,428,149 | -1.91% | |
| Johns Hopkins University | 57.73% | 8,024,716 | $796,613,557 | $781,366,597 | -$15,246,960 | -1.91% | |
| Truist Financial Corp | 0.87% | 7,349,938 | $727,496,844 | $715,663,463 | -$11,833,381 | -1.63% | |
| Stifel Financial Corp | 0.67% | 7,319,250 | $726,583,288 | $712,675,373 | -$13,907,916 | -1.91% | |
| Royal Bank Of Canada | 0.13% | 6,744,642 | $669,542,000 | $656,725,792 | -$12,816,208 | -1.91% | |
| United Services Automobile Association | 78.50% | 6,726,030 | $667,692,998 | $654,913,541 | -$12,779,457 | -1.91% | |
| Bank Of New York Mellon Corp | 0.12% | 6,649,043 | $660,050,553 | $647,417,317 | -$12,633,236 | -1.91% | |
| Charles Schwab Investment Management Inc | 0.10% | 6,570,711 | $652,274,481 | $639,790,130 | -$12,484,351 | -1.91% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.40% | 6,284,686 | $623,880,773 | $611,939,876 | -$11,940,897 | -1.91% | |
| Captrust Financial Advisors | 1.08% | 6,239,080 | $619,349,316 | $607,499,220 | -$11,850,096 | -1.91% | |
| Mackenzie Financial Corp | 0.68% | 5,733,700 | $569,184,399 | $558,290,369 | -$10,894,030 | -1.91% | |
| Members Trust Co | 17.43% | 5,656,531 | $559,883,437 | $550,776,423 | -$9,107,014 | -1.63% | |
| Constellation Investments, Inc. | 17.48% | 5,624,548 | $556,717,761 | $547,662,239 | -$9,055,522 | -1.63% | |
| D.A. Davidson & Co. | 2.90% | 5,295,358 | $524,134,532 | $515,609,008 | -$8,525,524 | -1.63% | |
| Simplify Asset Management Inc. | 7.05% | 5,041,755 | $499,032,910 | $490,915,684 | -$8,117,226 | -1.63% | |
| Sigfig Wealth Management, Llc | 11.22% | 4,261,394 | $423,455,078 | $414,931,934 | -$8,523,144 | -2.01% | |
| Citigroup Inc | 0.19% | 4,213,649 | $417,066,971 | $410,283,003 | -$6,783,968 | -1.63% | |
| Mastercard Foundation Asset Management Corp | 1.27% | 4,125,631 | $408,354,956 | $401,712,690 | -$6,642,266 | -1.63% | |
| &Partners | 1.92% | 3,916,831 | $389,098,173 | $381,381,834 | -$7,716,339 | -1.98% | |
| Vantagepoint Investment Advisers Llc | 3.28% | 3,905,414 | $387,690,449 | $380,270,161 | -$7,420,288 | -1.91% | |
| Steward Partners Investment Advisory, Llc | 1.90% | 3,751,130 | $372,374,582 | $365,247,528 | -$7,127,054 | -1.91% | |
| Prime Capital Investment Advisors, Llc | 4.22% | 3,679,473 | $365,261,321 | $358,270,286 | -$6,991,035 | -1.91% | |
| Janus Henderson Group Plc | 0.17% | 3,411,430 | $338,652,656 | $332,170,939 | -$6,481,717 | -1.91% | |
| Ep Wealth Advisors, Llc | 1.56% | 3,190,653 | $316,736,080 | $310,673,883 | -$6,062,197 | -1.91% | |
| Fifth Third Bancorp | 0.58% | 3,183,564 | $316,032,354 | $309,983,627 | -$6,048,727 | -1.91% | |
| Mason Street Advisors, Llc | 29.58% | 3,049,263 | $302,700,338 | $296,906,738 | -$5,793,600 | -1.91% | |
| Balentine Llc | 11.85% | 2,964,878 | $294,323,394 | $288,690,171 | -$5,633,223 | -1.91% | |
| Factory Mutual Insurance Co | 2.74% | 2,940,924 | $291,092,658 | $286,357,770 | -$4,734,888 | -1.63% |
Frequently asked questions about AGG
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Who owns the most AGG stock?
The largest holders of AGG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE U.S. AGGREGATE (AGG).
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Is AGG widely held by superinvestors?
Many widely followed stocks like AGG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AGG is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.