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Of the 8 tracked institutions holding AGG, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.5pt. It's a gauge of who owns the name, not just how many.
Among the 8 tracked institutional investors we monitor, AGG (ISHARES TR) is held with a combined value of $6.45B across 64,960,165 shares. The largest holder is BlackRock, Inc. with a position worth $5.30B (0.09% of their portfolio). PRICE T ROWE ASSOCIATES INC /MD/ opened a new position in the most recent quarter. 4 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$6.45B
Total Shares Held
64,960,165
Institutional Holders
8
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.30B | 0.09% | -1.4% |
| 2 | FMR LLC | $901.90M | 0.05% | +2.0% |
| 3 | Fisher Asset Management, LLC | $126.63M | 0.04% | +0.5% |
| 4 | Gotham Asset Management, LLC | $60.33M | 0.18% | +65.5% |
| 5 | CITADEL ADVISORS LLC | $49.77M | 0.04% | -18.4% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $3.98M | 0.00% | +74.9% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.49M | 0.00% | New |
| 8 | VANGUARD GROUP INC | $211.53K | 0.00% | -16.7% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of AGG with a position worth $5.30B, representing 0.09% of their portfolio. In total, 8 institutional investors hold AGG with a combined value of $6.45B.
In the most recent quarter, 1 fund opened a new position in AGG. Additionally, 4 increased their holdings and 3 reduced their positions.
Institutional investors hold $6.45B worth of AGG stock across 8 positions. The largest institutional holder is BlackRock, Inc. with $5.30B in holdings.
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.
Get notified when hedge funds change their AGG positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$97.92
2026-07-28
YTD
+0.0%
65% of 52-week range
