Inst. Holders
50 funds
AG
AGG
ISHARES CORE US AGGREGATE BOND
$94.63 ▲ +0.22%
Prev close $94.4231 New Institutional Positions12 Institutional Exits
Snapshot
The big-picture read on AGG right now — valuation, ownership and activity at a glance.
Inst. Value
$87.4B
Inst. Activity
31 buys / 12 sells
SEC Reports
1
Price chart 30d -2.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 2, 2026 SEC Dark Pool: AGG — 4.0M shares, 19,095 trades
Week starting 2026-09-07. Total ATS volume: 3,950,678 shares across 19,095 trades.
Institutional cluster in AGG shows mixed conviction: 4 buyers added $316.3M (led by State Of Michigan Retirement System
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
Russell Investments Group, Ltd. — ADD
3,769,235 shares ($373.1M)
Jun 30, 2026 Inst.
FACTORY MUTUAL INSURANCE CO — ADD
2,940,924 shares ($291.1M)
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 0 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: AGG — 4.0M shares, 19,095 trades
Week starting 2026-09-07. Total ATS volume: 3,950,678 shares across 19,095 trades.
Aug 31, 2026
dark_pool
Dark Pool: AGG — 6.3M shares, 31,950 trades
Week starting 2026-08-31. Total ATS volume: 6,286,131 shares across 31,950 trades.
Aug 24, 2026
dark_pool
Dark Pool: AGG — 3.4M shares, 17,071 trades
Week starting 2026-08-24. Total ATS volume: 3,371,911 shares across 17,071 trades.
Aug 21, 2026
ftd
FTD: AGG — 22,906 shares ($2.2M) failed to deliver
Settlement: 20260821, Price: $97.49, FTD Value: $2,233,105.94, ISHARES CORE U.S. AGGREGATE BO
Aug 17, 2026
dark_pool
Dark Pool: AGG — 5.5M shares, 26,543 trades
Week starting 2026-08-17. Total ATS volume: 5,520,737 shares across 26,543 trades.
Institutional ownership
Which big funds own AGG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $87.4B total value (882,498,466 shares) as of 2026-Q2. Top holders: JONES, RAYMOND, BANK. Net buying activity: 31 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 110,159,073 | $10.9B | 12.5% | — |
| RAYMOND JAMES FINANCIAL INC | 92,816,907 | $9.2B | 10.5% | — |
| BANK OF AMERICA CORP /DE/ | 66,617,105 | $6.6B | 7.5% | ADD +29.6% |
| WELLS FARGO & COMPANY/MN | 65,014,488 | $6.4B | 7.4% | — |
| BlackRock, Inc. | 61,984,138 | $6.1B | 7.0% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 44,994,014 | $4.5B | 5.1% | — |
| ENVESTNET ASSET MANAGEMENT INC | 43,049,494 | $4.3B | 4.9% | — |
| US BANCORP \DE\ | 39,478,188 | $3.9B | 4.5% | — |
| MORGAN STANLEY | 35,692,523 | $3.5B | 4.0% | — |
| NORTHERN TRUST CORP | 23,143,686 | $2.3B | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | ADD | 2,729,403 | 3,769,235 | +38.1% | $373.1M |
| FACTORY MUTUAL INSURANCE CO | ADD | 1,822,924 | 2,940,924 | +61.3% | $291.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 1,326,978 | 2,719,367 | +104.9% | $269.2M |
| Steward Partners Investment Advisory, LLC | TRIM | 3,751,130 | 2,524,310 | -32.7% | $249.9M |
| Envestnet Portfolio Solutions, Inc. | TRIM | 3,057,730 | 2,184,657 | -28.6% | $216.2M |
| ASSETMARK, INC | DOUBLED | 590,558 | 1,475,528 | +149.9% | $146.0M |
| Pathstone Holdings, LLC | DOUBLED | 44,039 | 1,436,769 | +3162.5% | $142.2M |
| PRUDENTIAL FINANCIAL INC | TRIM | 2,603,789 | 1,198,655 | -54.0% | $118.6M |
| Nuveen, LLC | NEW | — | 1,189,671 | — | $117.8M |
| SCS Capital Management LLC | DOUBLED | 188,182 | 1,143,665 | +507.7% | $113.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AGG.
Shares short
14,169,598
Settlement Sep 15, 2026
Change vs prior
-9.2%
Semi-monthly cycle
Days to cover
1.5
At avg daily volume
All AGG filing & press-release reports (1)
- INST-CLUSTER reportAug 2, 2026