Who owns iShares Core U.S. Aggregate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AGG from SEC Form 13F filings across 2,103 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.
As of the 2026-06-30 reporting period, 2,103 institutions disclosed 1.24B shares of iShares Core U.S. Aggregate Bond ETF worth $122.67B — about 88.1% of shares outstanding; the largest disclosed holder is JONES FINANCIAL COMPANIES LLLP. Source: SEC Form 13F filings, parsed by EvidInvest.
2,103
13F holders
$122.67B
value, 2026 filers
88.1%
of shares outstanding (1.24B sh)
183
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 110.2M | $10.94B | 4.4% | 7.8% | -16.7% |
| 2 | RAYMOND JAMES FINANCIAL INC | 92.8M | $9.19B | 2.5% | 6.6% | +4.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 66.6M | $6.59B | 0.4% | 4.7% | -4.4% |
| 4 | WELLS FARGO & COMPANY/MN | 65.0M | $6.44B | 1.0% | 4.6% | +2.1% |
| 5 | BlackRock, Inc. | 62.0M | $6.14B | 0.1% | 4.4% | +16.0% |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 45.0M | $4.45B | 5.5% | 3.2% | +14.3% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 43.0M | $4.26B | 1.0% | 3.1% | -3.4% |
| 8 | US BANCORP \DE\ | 39.5M | $3.91B | 4.3% | 2.8% | -7.2% |
| 9 | MORGAN STANLEY | 35.7M | $3.53B | 0.2% | 2.5% | +9.7% |
| 10 | NORTHERN TRUST CORP | 23.1M | $2.29B | 0.3% | 1.6% | +11.5% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.6M | $1.62B | 2.7% | 1.2% | +11.2% |
| 12 | JPMORGAN CHASE & CO | 16.3M | $1.62B | 0.1% | 1.2% | +21.0% |
| 13 | Betterment LLC | 15.6M | $1.55B | 2.6% | 1.1% | -34.7% |
| 14 | Cetera Investment Advisers | 15.5M | $1.53B | 1.4% | 1.1% | +1.5% |
| 15 | LPL Financial LLC | 15.3M | $1.51B | 0.3% | 1.1% | +10.2% |
| 16 | AMERIPRISE FINANCIAL INC | 14.9M | $1.48B | 0.3% | 1.1% | +1.9% |
| 17 | Mariner, LLC | 14.9M | $1.47B | 1.5% | 1.1% | +8.1% |
| 18 | Acorns Advisers, LLC | 14.6M | $1.45B | 9.4% | 1% | +8.6% |
| 19 | Creative Planning | 13.6M | $1.35B | 0.8% | 1% | -2.8% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.9M | $1.27B | 0.7% | 0.9% | -0.7% |
| 21 | GOLDMAN SACHS GROUP INC | 12.6M | $1.24B | 0.1% | 0.9% | -10.9% |
| 22 | WealthNavi Inc. | 11.8M | $1.16B | 9.1% | 0.8% | +2.1% |
| 23 | Arizona PSPRS TrustNEW | 11.5M | $1.14B | 42.5% | 0.8% | new |
| 24 | UBS Group AG | 11.4M | $1.12B | 0.1% | 0.8% | +3.5% |
| 25 | PNC Financial Services Group, Inc. | 11.0M | $1.09B | 0.5% | 0.8% | +6.2% |
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.