AGG · Insider trading · 13F holders · Congress trades
Ishares Tr (AGG)
Who is buying and selling AGG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 927
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AGG at a glance
- No open-market insider purchases or sales of AGG were filed in the last 90 days.
- 927 13F filers hold AGG among their 50 largest positions, worth $93.1B combined. The biggest bets by portfolio weight are United Services Automobile Association (82.0%), Johns Hopkins University (53.1%) and Cordoba Advisory Partners LLC (46.9%). In their latest 13Fs, 12 managers opened a new position and 271 added to one.
- No member of Congress has disclosed a trade in AGG.
AGG insider trading
No open-market insider purchases or sales of AGG were filed in the last 90 days.
Who owns AGG? Hedge funds and superinvestors
927 13F filers hold AGG among their 50 largest positions, worth $93.1B combined. The biggest bets by portfolio weight are United Services Automobile Association (82.0%), Johns Hopkins University (53.1%) and Cordoba Advisory Partners LLC (46.9%). In their latest 13Fs, 12 managers opened a new position and 271 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jones Financial Companies LllpBroker-dealer | 4.4% | $10.9B | 110,159,073 | -16.7% shares | Q2 2026 |
| Raymond James Financial IncBroker-dealer | 2.5% | $9.2B | 92,816,907 | +4.6% shares | Q2 2026 |
| Bank of America Corp /de/Bank & trust | 0.4% | $6.6B | 66,617,105 | -4.4% shares | Q2 2026 |
| Wells Fargo & Company/mnBank & trust | 1.1% | $6.4B | 65,014,488 | +2.1% shares | Q2 2026 |
| Mercer Global Advisors Inc /advInvestment manager | 5.5% | $4.5B | 44,994,014 | +14.3% shares | Q2 2026 |
| Envestnet Asset Management IncWealth manager | 1.0% | $4.3B | 43,049,494 | -3.4% shares | Q2 2026 |
| US Bancorp \de\Bank & trust | 4.3% | $3.9B | 39,478,188 | -7.2% shares | Q2 2026 |
| Betterment LLCWealth manager | 2.6% | $1.5B | 15,621,139 | -34.7% shares | Q2 2026 |
| Cetera Investment AdvisersWealth manager | 1.4% | $1.5B | 15,483,118 | +1.5% shares | Q2 2026 |
| Mariner, LLCWealth manager | 1.5% | $1.5B | 14,864,310 | +8.1% shares | Q2 2026 |
| Acorns Advisers, LLCWealth manager | 9.4% | $1.4B | 14,625,279 | +8.6% shares | Q2 2026 |
| Creative PlanningWealth manager | 0.8% | $1.3B | 13,634,358 | -2.8% shares | Q2 2026 |
| Wealth Enhancement Advisory Services, LLCWealth manager | 2.0% | $1.3B | 14,080,463 | -15.2% shares | Q3 2026 |
| Northwestern Mutual Wealth Management CoWealth manager | 0.7% | $1.3B | 12,874,193 | -0.7% shares | Q2 2026 |
| WealthNavi Inc.Wealth manager | 9.1% | $1.2B | 12,404,190 | +5.6% shares | Q3 2026 |
| Arizona PSPRS TrustInvestment manager | 42.5% | $1.1B | 11,528,817 | +1.1% shares | Q2 2026 |
| PNC Financial Services Group, Inc.Bank & trust | 0.5% | $1.1B | 10,972,401 | +6.2% shares | Q2 2026 |
| United Services Automobile AssociationInvestment manager | 82.0% | $1.0B | 10,271,333 | +52.7% shares | Q2 2026 |
| Cerity Partners LLCWealth manager | 1.2% | $982.1M | 9,922,031 | +11.4% shares | Q2 2026 |
| Rwa Wealth Partners, LLCWealth manager | 8.7% | $912.5M | 9,219,241 | +6.6% shares | Q2 2026 |
| Johns Hopkins UniversityEndowment & foundation | 53.1% | $794.3M | 8,024,716 | +0.0% shares | Q2 2026 |
| Truist Financial CorpBank & trust | 0.9% | $727.5M | 7,349,938 | -2.1% shares | Q2 2026 |
| Stifel Financial CorpBroker-dealer | 0.6% | $726.4M | 7,338,388 | +0.3% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 2.4% | $711.2M | 7,185,394 | +14.3% shares | Q2 2026 |
| Captrust Financial AdvisorsWealth manager | 1.0% | $663.5M | 6,703,403 | +7.4% shares | Q2 2026 |
| Mackenzie Financial CorpHedge fund | 0.6% | $567.8M | 5,736,700 | +0.1% shares | Q2 2026 |
| Members Trust CoBank & trust | 17.4% | $559.9M | 5,656,531 | -1.2% shares | Q2 2026 |
| Constellation Investments, Inc.Institutional asset manager | 21.4% | $558.7M | 5,909,841 | +5.1% shares | Q3 2026 |
| D.a. Davidson & Co.Wealth manager | 2.9% | $548.5M | 5,801,590 | +9.6% shares | Q3 2026 |
| Simplify Asset Management Inc.Mutual fund manager | 7.6% | $445.3M | 4,710,059 | -6.6% shares | Q3 2026 |
The 30 largest of 927 positions, by value. Each manager counts with its latest 13F (Q3 2026: 418, Q2 2026: 493, Q1 2026: 16). Screen AGG in the grand portfolio →
AGG stock trades by members of Congress
No member of Congress has disclosed a trade in AGG.
AGG questions and answers
Are insiders buying AGG stock?
No open-market insider purchases or sales of AGG were filed in the last 90 days.
Which hedge funds own AGG?
927 13F filers hold AGG among their 50 largest positions, worth $93.1B combined. The biggest bets by portfolio weight are United Services Automobile Association (82.0%), Johns Hopkins University (53.1%) and Cordoba Advisory Partners LLC (46.9%). In their latest 13Fs, 12 managers opened a new position and 271 added to one.
Has Congress traded AGG?
No member of Congress has disclosed a trade in AGG.
Who is the largest holder of AGG?
Among 13F filers, Jones Financial Companies Lllp reports the largest AGG position, $10.9B (110,159,073 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is United Services Automobile Association's: 82.0% of its portfolio.
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