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AGG Institutional Ownership & 13F Holders | SmartMoneyDB

AGGISHARES TR

CORE US AGGBD ET · CUSIP 464287226

Smart Money Ownership

Of the 9 tracked institutions holding AGG, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +4.8pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$2.0M

+3.5pt

AGG (ISHARES TR) Institutional Ownership Summary

Among the 9 tracked institutional investors we monitor, AGG (ISHARES TR) is held with a combined value of $7.30B across 73,759,074 shares. The largest holder is BlackRock, Inc. with a position worth $6.14B (0.09% of their portfolio). 2 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$7.30B

Total Shares Held

73,759,074

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+16% shares~$846.2M FMR LLC+5% shares~$41.4M RENAISSANCE TECHNOLOGIES LLCNew position~$16.8M Fisher Asset Management, LLC+5% shares~$6.4M MILLENNIUM MANAGEMENT LLCNew position~$4.5M

13F Institutional Holders

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Fisher Asset Management, LLC

0.04% of book+5.1%

$132.69M

Gotham Asset Management, LLC

0.14% of book+1.4%

$60.99M

RENAISSANCE TECHNOLOGIES LLC

0.02% of bookNew

$16.80M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+89.6%

$7.52M

MILLENNIUM MANAGEMENT LLC

0.00% of bookNew

$4.53M

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$6.14B	61,984,138	0.09%	+16.0%
2	FMR LLC	$940.70M	9,503,943	0.04%	+4.6%
3	Fisher Asset Management, LLC	$132.69M	1,340,551	0.04%	+5.1%
4	Gotham Asset Management, LLC	$60.99M	616,188	0.14%	+1.4%
5	RENAISSANCE TECHNOLOGIES LLC	$16.80M	169,699	0.02%	New
6	AQR CAPITAL MANAGEMENT LLC	$7.52M	76,005	0.00%	+89.6%
7	MILLENNIUM MANAGEMENT LLC	$4.53M	45,763	0.00%	New
8	PRICE T ROWE ASSOCIATES INC /MD/	$2.05M	20,669	0.00%	+37.6%
9	VANGUARD GROUP INC	$211.53K	2,118	0.00%	-16.7%

Frequently Asked Questions

Which institutional investors own the most AGG stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of AGG with a position worth $6.14B, representing 0.09% of their portfolio. In total, 9 institutional investors hold AGG with a combined value of $7.30B.

Are hedge funds buying or selling AGG?

In the most recent quarter, 2 funds opened a new position in AGG. Additionally, 6 increased their holdings and 1 reduced their positions.

What percentage of AGG is owned by institutional investors?

Institutional investors hold $7.30B worth of AGG stock across 9 positions. The largest institutional holder is BlackRock, Inc. with $6.14B in holdings.

What is a 13F filing and why does it matter for AGG?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AGG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track AGG institutional moves

Get notified when hedge funds change their AGG positions.