iShares Core U.S. AggregateAGGETF
13F holders, Q2 2026 (June 30)2,097holders +6
115new positions
102sold out
6famous investors
$98.90avg. 13F price*
At the end of Q2 2026, 2,097 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 6 from Q1 2026. 115 opened new positions and 102 sold out. The largest holders were Jones Financial Companies LLLP ($10.9B), Raymond James Financial Inc. ($9.2B) and Bank of America Corp. ($6.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $611.7M |
| Exits | 102 | $489.8M |
All 13F filers, Q1 2026 → Q2 2026: 78,119,988 shares bought and 67,331,887 shares sold, net +10,788,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,097 holders
| Jones Financial Companies LLLP | 4.38% | Reduce -16.7% | 110,159,073 | $10.9B |
| Raymond James Financial Inc. | 2.49% | Add +4.6% | 92,816,907 | $9.2B |
| Bank of America Corp. | 0.43% | Reduce -4.4% | 66,617,105 | $6.6B |
| Wells Fargo & Company | 1.12% | Add +2.1% | 65,014,488 | $6.4B |
| BlackRock, Inc. | 0.09% | Add +16.0% | 61,984,138 | $6.1B |
| Mercer Global Advisors Inc. | 5.50% | Add +14.3% | 44,994,014 | $4.5B |
| Envestnet Asset Management Inc. | 1.00% | Reduce -3.4% | 43,049,494 | $4.3B |
| US Bancorp \de | 4.27% | Reduce -7.2% | 39,478,188 | $3.9B |
| Morgan Stanley | 0.19% | Add +9.8% | 35,692,523 | $3.5B |
| Northern Trust Corp. | 0.27% | Add +11.5% | 23,143,686 | $2.3B |
| JPMorgan Chase & Co. | 0.09% | Add +21.0% | 16,323,687 | $1.6B |
| Wealth Enhancement Advisory Services, LLC | 2.72% | Add +11.2% | 16,602,475 | $1.6B |
| Betterment LLC | 2.62% | Reduce -34.6% | 15,621,139 | $1.5B |
| Cetera Investment Advisers | 1.40% | Add +1.5% | 15,483,118 | $1.5B |
| LPL Financial LLC | 0.34% | Add +10.2% | 15,294,726 | $1.5B |
| Ameriprise Financial Inc. | 0.30% | Add +1.9% | 14,914,270 | $1.5B |
| Mariner, LLC | 1.53% | Add +8.1% | 14,864,310 | $1.5B |
| Acorns Advisers, LLC | 9.44% | Add +8.6% | 14,625,279 | $1.4B |
| Creative Planning | 0.79% | Reduce -2.8% | 13,634,358 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.68% | Reduce -0.7% | 12,874,193 | $1.3B |
| Goldman Sachs Group Inc. | 0.13% | Reduce -10.9% | 12,571,702 | $1.2B |
| WealthNavi Inc. | 9.11% | Add +2.1% | 11,751,184 | $1.2B |
| Arizona PSPRS Trust | 42.51% | Add +1.1% | 11,528,817 | $1.1B |
| UBS Group AG | 0.18% | Add +3.5% | 11,364,305 | $1.1B |
| PNC Financial Services Group, Inc. | 0.54% | Add +6.2% | 10,972,401 | $1.1B |
| United Services Automobile Association | 82.00% | Add +52.7% | 10,271,333 | $1.0B |
| Cerity Partners LLC | 1.19% | Add +11.4% | 9,922,031 | $982.1M |
| FMR LLC | 0.04% | Add +4.6% | 9,503,943 | $940.7M |
| Rwa Wealth Partners, LLC | 8.74% | Add +6.6% | 9,219,241 | $912.5M |
| Johns Hopkins University | 53.11% | No change | 8,024,716 | $794.3M |
| Truist Financial Corp. | 0.87% | Reduce -2.1% | 7,349,938 | $727.5M |
| Stifel Financial Corp. | 0.60% | Add +0.3% | 7,338,388 | $726.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.45% | Add +14.3% | 7,185,394 | $711.2M |
| Royal Bank of Canada | 0.11% | Add +1.1% | 6,818,247 | $674.9M |
| Bank of New York Mellon Corp | 0.11% | Add +2.4% | 6,806,888 | $673.7M |
| Captrust Financial Advisors | 1.02% | Add +7.4% | 6,703,403 | $663.5M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -2.1% | 6,429,196 | $636.4M |
| Mackenzie Financial Corp. | 0.57% | Add +0.1% | 5,736,700 | $567.8M |
| Members Trust Co | 17.43% | Reduce -1.2% | 5,656,531 | $559.9M |
| Constellation Investments, Inc. | 17.48% | Reduce -5.0% | 5,624,548 | $556.7M |
| D.A. Davidson & Co. | 2.90% | Add +2.5% | 5,295,358 | $524.1M |
| Simplify Asset Management Inc. | 7.04% | Add +23.0% | 5,041,755 | $499.0M |
| SigFig Wealth Management, LLC | 11.22% | Add +3.6% | 4,261,394 | $423.5M |
| &partners | 1.73% | Add +8.6% | 4,253,416 | $420.9M |
| Citigroup Inc. | 0.19% | Add +13.9% | 4,213,649 | $417.1M |
| Mastercard Foundation Asset Management Corp. | 1.27% | No change | 4,125,631 | $408.4M |
| EP Wealth Advisors, LLC | 1.49% | Add +23.8% | 3,949,910 | $391.0M |
| Vantagepoint Investment Advisers LLC | 2.87% | Reduce -0.7% | 3,876,497 | $383.7M |
| Prime Capital Investment Advisors, LLC | 3.65% | Add +3.2% | 3,796,233 | $375.8M |
| Russell Investments Group, Ltd. | 0.33% | Add +38.1% | 3,769,235 | $373.1M |
| SageView Advisory Group, LLC | 11.46% | Reduce -4.8% | 3,533,005 | $349.7M |
| South Dakota Investment Council | 5.86% | Add +5.5% | 3,453,435 | $341.8M |
| Jupiter Topco LLC | 0.13% | — | 3,291,989 | $325.8M |
| Fifth Third Bancorp | 0.52% | Add +1.8% | 3,239,550 | $320.7M |
| Mason Street Advisors, LLC | 27.21% | Add +0.1% | 3,050,830 | $302.0M |
| Alliancebernstein L.P. | 0.10% | Add +3.5% | 2,961,712 | $294.0M |
| Factory Mutual Insurance Co. | 2.74% | Add +61.3% | 2,940,924 | $291.1M |
| Dynasty Wealth Management, LLC | 2.13% | Add +5.8% | 2,900,060 | $287.0M |
| Stairway Partners, LLC | 13.10% | Add +15.4% | 2,809,276 | $278.1M |
| Exchange Traded Concepts, LLC | 1.37% | Add +15.5% | 2,801,364 | $277.3M |
| Balentine LLC | 9.63% | Reduce -7.6% | 2,738,511 | $271.1M |
| Susquehanna International Group, LLP | 0.24% | Add +104.9% | 2,719,367 | $269.2M |
| O'shaughnessy Asset Management, LLC | 1.20% | Add +2.8% | 2,603,807 | $257.7M |
| Steward Partners Investment Advisory, LLC | 1.28% | Reduce -32.7% | 2,524,310 | $249.9M |
| Blue Trust, Inc. | 2.51% | Reduce -1.3% | 2,419,179 | $239.5M |
| Hantz Financial Services, Inc. | 3.20% | Add +20.2% | 2,387,883 | $236.4M |
| Disciplina Capital Management LLC | 24.39% | Add +6.6% | 2,385,633 | $236.1M |
| Osaic Holdings, Inc. | 0.28% | Add +9.4% | 2,372,924 | $234.9M |
| Envestnet Portfolio Solutions, Inc. | 1.03% | Reduce -28.6% | 2,184,657 | $216.2M |
| TIAA Wealth Investment Management LLC | 1.29% | Add +5.5% | 1,944,790 | $193.3M |
| Quotient Wealth Partners, LLC | 4.54% | Add +3.4% | 1,944,130 | $192.4M |
| Axxcess Wealth Management, LLC | 2.92% | Add +3.4% | 1,850,416 | $183.2M |
| National Philanthropic Trust | 2.61% | Add +0.8% | 1,821,278 | $180.3M |
| Commonwealth Equity Services, LLC | 0.22% | Add +1.0% | 1,800,481 | $178.2M |
| Destination Wealth Management | 4.11% | Add +5.4% | 1,776,193 | $175.8M |
| HighTower Advisors, LLC | 0.17% | Reduce -12.9% | 1,754,022 | $173.6M |
| Kingsview Wealth Management, LLC | 2.10% | Add +5.1% | 1,753,696 | $173.6M |
| Ferguson Wellman Capital Management, Inc. | 2.10% | Add +2.4% | 1,741,645 | $172.4M |
| Wesbanco Bank Inc. | 4.13% | Add +9.3% | 1,674,935 | $165.8M |
| Capital Asset Advisory Services LLC | 5.95% | Add +2.6% | 1,659,794 | $164.3M |
| Rebalance, LLC | 8.45% | Add +11.6% | 1,629,077 | $161.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.16% | No change | 1,586,900 | $157.1M |
| MML Investors Services, LLC | 0.32% | Add +15.1% | 1,563,598 | $154.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.56% | Add +1.7% | 1,551,511 | $153.6M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +5.5% | 1,549,543 | $153.4M |
| Beacon Pointe Advisors, LLC | 0.70% | Add +1.2% | 1,529,585 | $151.4M |
| F/m Investments LLC | 7.48% | Add +5373.9% | 1,487,215 | $147.2M |
| Assetmark, Inc. | 0.25% | Add +149.8% | 1,475,528 | $146.0M |
| Pathstone Holdings, LLC | 0.41% | Add +3162.5% | 1,436,769 | $142.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | Add +0.4% | 1,419,485 | $140.5M |
| Bank of Montreal | 0.05% | Reduce -13.4% | 1,409,782 | $139.5M |
| Gerber Kawasaki Wealth & Investment Management | 3.69% | Add +12.0% | 1,395,122 | $138.1M |
| Trajan Wealth LLC | 5.04% | Add +2.9% | 1,349,489 | $133.6M |
| First Citizens Bank & Trust Co. | 1.99% | Reduce -28.4% | 1,341,923 | $132.8M |
| Fisher Asset Management | 0.04% | Add +5.1% | 1,340,551 | $132.7M |
| Focus Partners Wealth | 0.14% | Add +0.1% | 1,338,510 | $132.5M |
| Sumitomo Mitsui Financial Group, Inc. | 2.52% | Reduce -1.3% | 1,336,039 | $132.2M |
| Cambridge Associates LLC /Ma/ | 1.87% | Add +34.0% | 1,308,098 | $129.5M |
| Ritholtz Wealth Management | 1.90% | Add +3.2% | 1,283,233 | $127.0M |
| V-Square Quantitative Management LLC | 11.94% | No change | 1,269,238 | $125.6M |
"% of holder's portfolio" is AGG's weight in each manager's 13F, not the share of iShares Core U.S. Aggregate the manager owns.