ISHARES TR (AGG): Institutional Ownership
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
11
13F filers
Aggregate Value
$244.5M
Across holders
Last Price
$99.34
2026-06-26
Sector
GICS
Holder activity4 new6 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 1.28M | $126.6M | 51.8% | 0.0% | Added | +$614K | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 608K | $60.3M | 24.7% | 0.2% | Added | +$23.9M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 327K | $32.7M | 13.4% | 0.0% | New | — | Q4 2025 |
| Man Group plc CIK 0001637460 | Hedge Fund | 90K | $9.0M | 3.7% | 0.0% | Reduced | $-24.6M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 52K | $5.2M | 2.1% | 0.1% | Added | +$5.0M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 39K | $3.9M | 1.6% | 0.0% | Added | +$3.8M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 24K | $2.4M | 1.0% | 0.0% | New | — | Q2 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 17K | $1.7M | 0.7% | 0.0% | New | — | Q3 2024 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 13K | $1.3M | 0.5% | 0.0% | Added | +$363K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 10K | $1.0M | 0.4% | 0.0% | Added | +$258K | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 3K | $390K | 0.2% | 0.1% | New | — | Q3 2021 |
Added
Institutional Manager
$126.6M· 51.8% of total· 0.0% port· 1.28M sh· +$614K QoQ· Q1 2026
Added
Hedge Fund
$60.3M· 24.7% of total· 0.2% port· 608K sh· +$23.9M QoQ· Q1 2026
New
Hedge Fund
$32.7M· 13.4% of total· 0.0% port· 327K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$9.0M· 3.7% of total· 0.0% port· 90K sh· $-24.6M QoQ· Q1 2026
Added
Hedge Fund
$5.2M· 2.1% of total· 0.1% port· 52K sh· +$5.0M QoQ· Q1 2026
Added
Hedge Fund
$3.9M· 1.6% of total· 0.0% port· 39K sh· +$3.8M QoQ· Q1 2026
New
Hedge Fund
$2.4M· 1.0% of total· 0.0% port· 24K sh· — QoQ· Q2 2025
New
Hedge Fund
$1.7M· 0.7% of total· 0.0% port· 17K sh· — QoQ· Q3 2024
Added
Hedge Fund
$1.3M· 0.5% of total· 0.0% port· 13K sh· +$363K QoQ· Q1 2026
Added
Hedge Fund
$1.0M· 0.4% of total· 0.0% port· 10K sh· +$258K QoQ· Q1 2026
New
Hedge Fund
$390K· 0.2% of total· 0.1% port· 3K sh· — QoQ· Q3 2021