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Who owns AGGWhat AGG owns — n/a

Who owns iShares Core U.S. Aggregate Bond ETF?

Institutional ownership of AGG from SEC Form 13F filings across 795 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

795

13F holders

$98.42B

value, 2026 filers

73.2%

of shares outstanding (1.03B sh)

57

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AGG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JONES FINANCIAL COMPANIES LLLP110.2M$10.94B4.4%7.8%-16.7%
2RAYMOND JAMES FINANCIAL INC92.8M$9.19B2.5%6.6%+4.6%
3BANK OF AMERICA CORP /DE/66.6M$6.59B0.4%4.7%-4.4%
4WELLS FARGO & COMPANY/MN65.0M$6.44B1.0%4.6%+2.1%
5BlackRock, Inc.62.0M$6.14B0.1%4.4%+16.0%
6MERCER GLOBAL ADVISORS INC /ADV44.5M$4.40B5.5%3.2%+13.1%
7ENVESTNET ASSET MANAGEMENT INC43.0M$4.26B1.0%3.1%-3.4%
8US BANCORP \DE\39.5M$3.91B4.3%2.8%-7.2%
9MORGAN STANLEY35.7M$3.53B0.2%2.5%+9.7%
10NORTHERN TRUST CORP23.1M$2.29B0.3%1.6%+11.5%
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16.6M$1.62B2.7%1.2%+11.2%
12JPMORGAN CHASE & CO16.3M$1.62B0.1%1.2%+21.0%
13Betterment LLC15.6M$1.5M2.6%1.1%-34.7%
14Cetera Investment Advisers15.5M$1.53B1.4%1.1%+1.5%
15LPL Financial LLC15.3M$1.51B0.3%1.1%+10.2%
16AMERIPRISE FINANCIAL INC14.9M$1.48B0.3%1.1%+1.9%
17Mariner, LLC14.9M$1.47B1.5%1.1%+8.1%
18Acorns Advisers, LLC14.6M$1.4M9.4%1%+8.6%
19Creative Planning13.6M$1.35B0.8%1%-2.8%
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12.9M$1.27B0.7%0.9%-0.7%
21GOLDMAN SACHS GROUP INC12.6M$1.24B0.1%0.9%-10.9%
22UBS Group AG11.4M$1.12B0.1%0.8%+3.5%
23PNC Financial Services Group, Inc.11.0M$1.09B0.6%0.8%+6.2%
24Cerity Partners LLC9.9M$982.1M1.2%0.7%+11.4%
25FMR LLC9.5M$940.7M0.0%0.7%+4.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.