ISHARES CORE US AGGREGATE BOND (AGG): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in AGG. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
13
13F filers
Aggregate Value
$482.3M
Across holders
Last Price
$97.55
2026-08-24
Sector
GICS
Quarterly fund activity10 increased1 reduced2 exited
Full exits: Wilshire Advisors LLC, CITADEL ADVISORS LLC
Institutional Holders of AGG
13 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager1.34M$132.7M27.5%0.0%Added+$6.4MQ2 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
Hedge Fund1.31M$129.5M26.8%1.9%Added+$32.9MQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund616K$61.0M12.6%0.1%Added+$834KQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund542K$53.7M11.1%0.1%Added$-51.9MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund339K$33.5M7.0%0.0%AddedQ2 2026
Man Group plc
CIK 0001637460
Hedge Fund320K$31.7M6.6%0.1%Added+$22.7MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund170K$16.8M3.5%0.0%AddedQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund76K$7.5M1.6%0.0%Added+$7.4MQ2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund57K$5.6M1.2%0.1%Added+$5.2MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund46K$4.5M0.9%0.0%AddedQ2 2026
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