ISHARES CORE U.S. AGGREGATE (AGG) Institutional Ownership Changes & 13F Activity

ISHARES CORE U.S. AGGREGATE (AGG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Corient Private Wealth Llc, and 1607 Capital Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcBuy+93,516+33.9%369,207$36.54MQ2 2026Oct 07, 2026
Envestnet Asset Management IncSell-1,525,676-3.4%43,049,494$4.26BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-873,073-28.6%2,184,657$216.24MQ2 2026Sep 23, 2026
Skyview Investment Advisors, LlcBuy+1,000—1,000$99.00Q2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcSell-616-2.8%21,570$2.14MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+82+3.0%2,808$277.96KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+456+7.5%6,574$650.67KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+40,126+19.0%251,168$24.86MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-93-11.6%707$69.98KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-695-19.7%2,840$281.10KQ2 2026Sep 03, 2026
1607 Capital Partners, LlcSell-229,863-84.8%41,270$4.08MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-348-10.6%2,932$290.21KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-468,526-33.1%948,493$93.88MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+2,921+25.2%14,499$1.44MQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-1,880-3.3%54,577$5.40MQ2 2026Aug 25, 2026
West Michigan Advisors, LlcBuy+781+3.7%21,808$2.16MQ2 2026Aug 21, 2026
Forefront Wealth Partners, LlcBuy+52,911+22.3%290,048$28.71MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-3,974-12.6%27,492$2.72MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+200—200$19.80KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+5,645,255+14.3%44,994,014$4.45BQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+84,947+5.1%1,753,696$173.58MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+5,106+12.8%45,079$4.46MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcBuy+2,243—2,243$222.01KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+48+4.8%1,047$103.66KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+122,583+103.1%241,493$24.00MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+18,330+1.2%1,529,585$151.40MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+6,664—6,664$659.58KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+1,929+3.5%57,664$5.71MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+64,119+22.5%349,298$34.57MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+47,608+52.0%139,076$13.77MQ2 2026Aug 17, 2026
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Frequently asked questions about AGG activity

  • Which institutional owners are buying AGG?

    Institutional owners buying AGG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AGG activity?

    "Buy" means an investor increased their reported position in AGG compared to the prior reporting period. This reflects growing exposure to ISHARES CORE U.S. AGGREGATE (AGG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AGG increasing?

    Institutional interest in AGG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

AGG Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet